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

Clarus Wealth Advisors’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	$2.31M	Sell	21,727 -2,404	-10%	-$264K	0.84%	47
2026 Q2	$2.46M	Buy	24,131 +1,371	+6%	+$161K	0.95%	33
2026 Q1	$2.5M	Buy	22,760 +281	+1%	+$32.8K	1.07%	27
2025 Q4	$2.69M	Sell	22,479 -1,417	-6%	-$140K	1.12%	24
2025 Q3	$2.33M	Sell	23,896 -1,322	-5%	-$105K	1.03%	29
2025 Q2	$1.73M	Buy	+25,218	New	+$1.5M	0.8%	33
2022 Q2	–	Sell	-7,916	Closed	-$481K	–	121
2022 Q1	$481K	Buy	+7,916	New	+$403K	0.3%	57

Other funds holding XME

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

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return

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

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Clarus Wealth Advisors's XME Position: Q3 2026 in Review

Clarus Wealth Advisors reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 10% in Q3 2026, selling an estimated $264K and leaving 21,727 shares worth $2.31M. The position accounts for 0.84% of the portfolio, ranked #47.

Clarus Wealth Advisors first reported a position in XME in Q1 2022 and has held it in 7 quarters since. The position peaked at $2.69M in Q4 2025. 88 funds tracked by Wall St. Rank hold XME as of Q3 2026.

Clarus Wealth Advisors held 21,727 shares of State Street SPDR S&P Metals & Mining ETF worth $2.31M as of Q3 2026.
Clarus Wealth Advisors sold 2,404 State Street SPDR S&P Metals & Mining ETF shares in Q3 2026, an estimated $264K.
State Street SPDR S&P Metals & Mining ETF made up 0.84% of Clarus Wealth Advisors's portfolio in Q3 2026, its #47 holding.
Clarus Wealth Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2022 and has held it in 7 quarters since.
Clarus Wealth Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $2.69M in Q4 2025.
88 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.