CAPTRUST Financial Advisors
XME icon

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
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 – 4099
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 – 4784
2021
Q2 		$36K Buy
+834
New +$36.2K ﹤0.01% 2723
2021
Q1 		– Sell
-150
Closed -$5K – 4486
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 – 1835
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return