Catherine Avery Investment Management’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Catherine Avery Investment Management’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 Q3	$13.5K	Hold	130	–	–	0.01%	115
2026 Q2	$13.9K	Buy	+130	New	+$15.3K	0.01%	110

Other funds holding XME

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Catherine Avery Investment Management's XME Position: Q3 2026 in Review

Catherine Avery Investment Management held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q3 2026 at 130 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #115.

Catherine Avery Investment Management first reported a position in XME in Q2 2026 and has held it in 2 quarters since. The position peaked at $13.9K in Q2 2026. 46 funds tracked by Wall St. Rank hold XME as of Q3 2026.

Catherine Avery Investment Management held 130 shares of State Street SPDR S&P Metals & Mining ETF worth $13.5K as of Q3 2026.
Catherine Avery Investment Management left its State Street SPDR S&P Metals & Mining ETF share count unchanged in Q3 2026.
State Street SPDR S&P Metals & Mining ETF made up 0.01% of Catherine Avery Investment Management's portfolio in Q3 2026, its #115 holding.
Catherine Avery Investment Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2026 and has held it in 2 quarters since.
Catherine Avery Investment Management's State Street SPDR S&P Metals & Mining ETF position peaked at $13.9K in Q2 2026.
46 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2026.

Based on Catherine Avery Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.