Corient Private Wealth
XME icon

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
Q1 		$2.66M Sell
24,658
-12,632
-34% -$1.48M ﹤0.01% 1110
2025
Q4 		$3.87M Buy
37,290
+18,252
+96% +$1.8M ﹤0.01% 1182
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return