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

CoreCap 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 Q2	$207K	Sell	1,936 -170	-8%	-$20K	0.01%	853
2026 Q1	$227K	Buy	2,106 +1,152	+121%	+$135K	0.01%	765
2025 Q4	$98.8K	Hold	954	–	–	﹤0.01%	1037
2025 Q3	$88.9K	Buy	954 +574	+151%	+$45.8K	﹤0.01%	1082
2025 Q2	$25.5K	Sell	380 -1,180	-76%	-$70K	﹤0.01%	1518
2025 Q1	$87.3K	Buy	1,560 +200	+15%	+$11.8K	﹤0.01%	953
2024 Q4	$77.2K	Hold	1,360	–	–	﹤0.01%	1018
2024 Q3	$86.7K	Sell	1,360 -100	-7%	-$5.99K	﹤0.01%	977
2024 Q2	$86.6K	Hold	1,460	–	–	0.01%	531
2024 Q1	$88K	Buy	+1,460	New	+$83.4K	﹤0.01%	888

Other funds holding XME

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return