Carolinas Wealth Consulting’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-79	Closed	-$4.42K	–	985
2025 Q1	$4.42K	Hold	79	–	–	﹤0.01%	631
2024 Q4	$4.48K	Buy	+79	New	+$5.09K	﹤0.01%	659
2023 Q3	–	Sell	-75	Closed	-$3.82K	–	1132
2023 Q2	$3.82K	Buy	+75	New	+$3.68K	﹤0.01%	721
2021 Q3	–	Sell	-502	Closed	-$22K	–	1005
2021 Q2	$22K	Buy	502 +1	+0.2%	+$43	﹤0.01%	490
2021 Q1	$20K	Buy	+501	New	+$18.4K	﹤0.01%	518

Other funds holding XME

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

HIIFS

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Carolinas Wealth Consulting's XME Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2025, closing a stake of 79 shares — an estimated $4.42K sold.

Carolinas Wealth Consulting first reported a position in XME in Q1 2021 and held it in 5 quarters. The position peaked at $22K in Q2 2021. 266 funds tracked by Wall St. Rank hold XME as of Q2 2025.

Carolinas Wealth Consulting reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 79 State Street SPDR S&P Metals & Mining ETF shares in Q2 2025, an estimated $4.42K.
Carolinas Wealth Consulting first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2021 and held it in 5 quarters.
Carolinas Wealth Consulting's State Street SPDR S&P Metals & Mining ETF position peaked at $22K in Q2 2021.
266 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.