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

Comprehensive Financial Consultants Institutional’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 Q2	$837K	Buy	7,826 +899	+13%	+$106K	0.22%	113
2026 Q1	$748K	Sell	6,927 -317	-4%	-$37K	0.22%	113
2025 Q4	$751K	Sell	7,244 -107	-1%	-$10.6K	0.23%	110
2025 Q3	$685K	Buy	7,351 +197	+3%	+$15.7K	0.21%	115
2025 Q2	$481K	Buy	7,154 +1,040	+17%	+$61.7K	0.16%	130
2025 Q1	$342K	Buy	+6,114	New	+$359K	0.12%	136

Other funds holding XME

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's XME Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 13% in Q2 2026, buying an estimated $106K and bringing the position to 7,826 shares worth $837K. The position accounts for 0.22% of the portfolio, ranked #113.

Comprehensive Financial Consultants Institutional first reported a position in XME in Q1 2025 and has held it in 6 quarters since. 458 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Comprehensive Financial Consultants Institutional held 7,826 shares of State Street SPDR S&P Metals & Mining ETF worth $837K as of Q2 2026.
Comprehensive Financial Consultants Institutional bought 899 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $106K.
State Street SPDR S&P Metals & Mining ETF made up 0.22% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #113 holding.
Comprehensive Financial Consultants Institutional first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2025 and has held it in 6 quarters since.
458 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.