Claris Financial’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Claris Financial’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	–	Sell	-2,560	Closed	-$265K	–	194
2025 Q4	$265K	Buy	+2,560	New	+$253K	0.14%	139
2025 Q2	–	Sell	-5,009	Closed	-$284K	–	171
2025 Q1	$284K	Hold	5,009	–	–	0.19%	121
2024 Q4	$284K	Buy	+5,009	New	+$322K	0.19%	121

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

Claris Financial's XME Position: Q1 2026 in Review

Claris Financial sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2026, closing a stake of 2,560 shares — an estimated $265K sold.

Claris Financial first reported a position in XME in Q4 2024 and held it in 3 quarters. The position peaked at $284K in Q1 2025. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

Claris Financial reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2026 after selling out during the quarter.
Claris Financial sold 2,560 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $265K.
Claris Financial first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2024 and held it in 3 quarters.
Claris Financial's State Street SPDR S&P Metals & Mining ETF position peaked at $284K in Q1 2025.
419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.