Compass Financial Management
XME icon

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

Compass Financial 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 		$96.9K Sell
936
-1,440
-61% -$158K 0.01% 602
2026
Q2 		$254K Buy
+2,376
New +$279K 0.03% 379

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Vanderbilt University
Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Compass Financial Management's XME Position: Q3 2026 in Review

Compass Financial Management reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 61% in Q3 2026, selling an estimated $158K and leaving 936 shares worth $96.9K. The position accounts for 0.01% of the portfolio, ranked #602.

Compass Financial Management first reported a position in XME in Q2 2026 and has held it in 2 quarters since. The position peaked at $254K in Q2 2026. 350 funds tracked by Wall St. Rank hold XME as of Q3 2026.

  • Compass Financial Management held 936 shares of State Street SPDR S&P Metals & Mining ETF worth $96.9K as of Q3 2026.
  • Compass Financial Management sold 1,440 State Street SPDR S&P Metals & Mining ETF shares in Q3 2026, an estimated $158K.
  • State Street SPDR S&P Metals & Mining ETF made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #602 holding.
  • Compass Financial 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.
  • Compass Financial Management's State Street SPDR S&P Metals & Mining ETF position peaked at $254K in Q2 2026.
  • 350 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.