CPC
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CFC Planning Company’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

CFC Planning Company’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
Q1 		– Sell
-37,397
Closed -$2.12M – 88
2024
Q4 		$2.12M Buy
+37,397
New +$2.41M 2.27% 21

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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VU
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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CFC Planning Company's XME Position: Q1 2025 in Review

CFC Planning Company sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2025, closing a stake of 37,397 shares — an estimated $2.12M sold.

CFC Planning Company first reported a position in XME in Q4 2024 and held it in 1 quarter. The position peaked at $2.12M in Q4 2024. 259 funds tracked by Wall St. Rank hold XME as of Q1 2025.

  • CFC Planning Company reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2025 after selling out during the quarter.
  • CFC Planning Company sold 37,397 State Street SPDR S&P Metals & Mining ETF shares in Q1 2025, an estimated $2.12M.
  • CFC Planning Company first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2024 and held it in 1 quarter.
  • CFC Planning Company's State Street SPDR S&P Metals & Mining ETF position peaked at $2.12M in Q4 2024.
  • 259 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2025.

Based on CFC Planning Company's 13F filing for Q1 2025, filed 30 Apr 2025.