CAPTRUST Financial Advisors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

CAPTRUST Financial Advisors’s Portfolio XME Stock Details XME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.55M	Buy	42,581 +4,449	+12%	+$522K	0.01%	857
2026 Q1	$4.12M	Buy	38,132 +8,484	+29%	+$991K	0.01%	848
2025 Q4	$3.07M	Buy	29,648 +14,718	+99%	+$1.45M	0.01%	881
2025 Q3	$1.39M	Buy	+14,930	New	+$1.19M	﹤0.01%	1236
2022 Q3	–	Sell	-1,700	Closed	-$74K	–	4098
2022 Q2	$74K	Buy	1,700 +1,550	+1,033%	+$84.2K	﹤0.01%	2444
2022 Q1	$9K	Hold	150	–	–	﹤0.01%	3871
2021 Q4	$7K	Buy	+150	New	+$6.57K	﹤0.01%	3935
2021 Q3	–	Sell	-834	Closed	-$36K	–	4782
2021 Q2	$36K	Buy	+834	New	+$36.2K	﹤0.01%	2723
2021 Q1	–	Sell	-150	Closed	-$5K	–	4485
2020 Q4	$5K	Hold	150	–	–	﹤0.01%	2872
2020 Q3	$4K	Hold	150	–	–	﹤0.01%	2609
2020 Q2	$3K	Buy	+150	New	+$2.96K	﹤0.01%	2530
2019 Q4	–	Sell	-150	Closed	-$4K	–	1833
2019 Q3	$4K	Hold	150	–	–	﹤0.01%	1704
2019 Q2	$4K	Buy	+150	New	+$4.18K	﹤0.01%	1711

Other funds holding XME

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

CAPTRUST Financial Advisors's XME Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 12% in Q2 2026, buying an estimated $522K and bringing the position to 42,581 shares worth $4.55M. The position accounts for 0.01% of the portfolio, ranked #857.

CAPTRUST Financial Advisors first reported a position in XME in Q2 2019 and has held it in 13 quarters since. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

CAPTRUST Financial Advisors held 42,581 shares of State Street SPDR S&P Metals & Mining ETF worth $4.55M as of Q2 2026.
CAPTRUST Financial Advisors bought 4,449 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $522K.
State Street SPDR S&P Metals & Mining ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #857 holding.
CAPTRUST Financial Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2019 and has held it in 13 quarters since.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.