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

Cornerstone Wealth 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 Q1	$318K	Buy	+2,942	New	+$344K	0.02%	561
2023 Q3	–	Sell	-5,487	Closed	-$279K	–	551
2023 Q2	$279K	Sell	5,487 -1,045	-16%	-$51.3K	0.02%	416
2023 Q1	$347K	Buy	+6,532	New	+$355K	0.03%	350
2022 Q3	$268K	Buy	6,308 +83	+1%	+$3.89K	0.03%	369
2022 Q2	$270K	Sell	6,225 -969	-13%	-$52.6K	0.03%	370
2022 Q1	$441K	Buy	+7,194	New	+$366K	0.04%	297
2019 Q2	–	Sell	-1,001	Closed	-$563K	–	519
2019 Q1	$563K	Buy	+1,001	New	+$29.7K	0.07%	263
2018 Q4	–	Sell	-42,778	Closed	-$1.33M	–	1178
2018 Q3	$1.33M	Sell	42,778 -4,772	-10%	-$166K	0.02%	634
2018 Q2	$1.34M	Buy	+47,550	New	+$1.73M	0.02%	661

Other funds holding XME

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return