Cerity Partners’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Cerity Partners’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	$869K	Buy	8,042 +2,721	+51%	+$318K	﹤0.01%	1934
2025 Q4	$551K	Buy	5,321 +1,780	+50%	+$176K	﹤0.01%	2033
2025 Q3	$330K	Buy	+3,541	New	+$283K	﹤0.01%	2217
2024 Q2	–	Sell	-6,074	Closed	-$366K	–	2427
2024 Q1	$366K	Buy	+6,074	New	+$347K	﹤0.01%	1757

Other funds holding XME

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

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

D.E. Shaw & Co New York $166B 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Cerity Partners's XME Position: Q1 2026 in Review

Cerity Partners increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 51% in Q1 2026, buying an estimated $318K and bringing the position to 8,042 shares worth $869K. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Cerity Partners first reported a position in XME in Q1 2024 and has held it in 4 quarters since. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

Cerity Partners held 8,042 shares of State Street SPDR S&P Metals & Mining ETF worth $869K as of Q1 2026.
Cerity Partners bought 2,721 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $318K.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1934 holding.
Cerity Partners first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2024 and has held it in 4 quarters since.
419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.