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

Corient Private Wealth’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	$1.73M	Sell	16,172 -8,486	-34%	-$996K	﹤0.01%	1484
2026 Q1	$2.66M	Buy	24,658 +6,013	+32%	+$702K	﹤0.01%	1110
2025 Q4	$1.93M	Sell	18,645 -393	-2%	-$38.8K	﹤0.01%	1172
2025 Q3	$1.77M	Buy	19,038 +616	+3%	+$49.2K	﹤0.01%	1126
2025 Q2	$1.24M	Sell	18,422 -12,365	-40%	-$734K	﹤0.01%	1264
2025 Q1	$1.72M	Buy	30,787 +95	+0.3%	+$5.58K	﹤0.01%	1025
2024 Q4	$1.74M	Sell	30,692 -415	-1%	-$26.7K	﹤0.01%	1053
2024 Q3	$1.98M	Buy	31,107 +22,512	+262%	+$1.35M	﹤0.01%	1099
2024 Q2	$510K	Buy	+8,595	New	+$526K	﹤0.01%	1631
2024 Q1	–	Sell	-4,253	Closed	-$254K	–	2378
2023 Q4	$254K	Buy	+4,253	New	+$225K	﹤0.01%	1955
2023 Q2	–	Sell	-6,783	Closed	-$361K	–	2187
2023 Q1	$361K	Buy	6,783 +2,253	+50%	+$123K	﹤0.01%	1519
2022 Q4	$226K	Buy	+4,530	New	+$225K	﹤0.01%	1449

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

Corient Private Wealth's XME Position: Q2 2026 in Review

Corient Private Wealth reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 34% in Q2 2026, selling an estimated $996K and leaving 16,172 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Corient Private Wealth first reported a position in XME in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.66M in Q1 2026. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Corient Private Wealth held 16,172 shares of State Street SPDR S&P Metals & Mining ETF worth $1.73M as of Q2 2026.
Corient Private Wealth sold 8,486 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $996K.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1484 holding.
Corient Private Wealth first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2022 and has held it in 12 quarters since.
Corient Private Wealth's State Street SPDR S&P Metals & Mining ETF position peaked at $2.66M in Q1 2026.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.