Creative Planning’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Creative Planning’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	$1.36M	Buy	12,688 +1,123	+10%	+$132K	﹤0.01%	2401
2026 Q1	$1.25M	Buy	11,565 +3,021	+35%	+$353K	﹤0.01%	2276
2025 Q4	$885K	Buy	8,544 +1,460	+21%	+$144K	﹤0.01%	2383
2025 Q3	$660K	Buy	7,084 +1,169	+20%	+$93.3K	﹤0.01%	2483
2025 Q2	$398K	Buy	+5,915	New	+$351K	﹤0.01%	2661
2025 Q1	–	Sell	-3,594	Closed	-$204K	–	3752
2024 Q4	$204K	Buy	3,594 +444	+14%	+$28.6K	﹤0.01%	2957
2024 Q3	$201K	Sell	3,150 -363	-10%	-$21.7K	﹤0.01%	2837
2024 Q2	$208K	Sell	3,513 -123	-3%	-$7.53K	﹤0.01%	2647
2024 Q1	$219K	Buy	+3,636	New	+$208K	﹤0.01%	2506
2023 Q2	–	Sell	-4,628	Closed	-$246K	–	2857
2023 Q1	$246K	Buy	+4,628	New	+$252K	﹤0.01%	1964
2022 Q4	–	Sell	-12,289	Closed	-$522K	–	2625
2022 Q3	$522K	Sell	12,289 -412	-3%	-$19.3K	﹤0.01%	1311
2022 Q2	$551K	Buy	12,701 +1,287	+11%	+$69.9K	﹤0.01%	1263
2022 Q1	$700K	Buy	11,414 +90	+0.8%	+$4.58K	﹤0.01%	1158
2021 Q4	$507K	Sell	11,324 -5,854	-34%	-$256K	﹤0.01%	1291
2021 Q3	$717K	Buy	17,178 +2,303	+15%	+$99.6K	﹤0.01%	1116
2021 Q2	$641K	Sell	14,875 -11,503	-44%	-$500K	﹤0.01%	1141
2021 Q1	$1.05M	Buy	26,378 +2,007	+8%	+$73.9K	﹤0.01%	1000
2020 Q4	$815K	Buy	+24,371	New	+$691K	﹤0.01%	1049
2018 Q1	–	Sell	-17,459	Closed	-$635K	–	2133
2017 Q4	$635K	Buy	+17,459	New	+$569K	﹤0.01%	935
2017 Q3	–	Sell	-3,259	Closed	-$98K	–	3744
2017 Q2	$98K	Sell	3,259 -12,151	-79%	-$358K	﹤0.01%	2014
2017 Q1	$469K	Buy	15,410 +11,251	+271%	+$363K	﹤0.01%	1019
2016 Q4	$126K	Buy	4,159 +2,700	+185%	+$77.8K	﹤0.01%	1709
2016 Q3	$39K	Sell	1,459 -9,800	-87%	-$263K	﹤0.01%	2565
2016 Q2	$275K	Buy	11,259 +5,990	+114%	+$135K	﹤0.01%	1095
2016 Q1	$108K	Buy	5,269 +1,010	+24%	+$16.3K	﹤0.01%	1572
2015 Q4	$64K	Hold	4,259	–	–	﹤0.01%	1920
2015 Q3	$71K	Buy	+4,259	New	+$84.9K	﹤0.01%	1805
2015 Q2	–	Sell	-13,259	Closed	-$361K	–	3058
2015 Q1	$361K	Buy	13,259 +13,000	+5,019%	+$366K	﹤0.01%	897
2014 Q4	$8K	Hold	259	–	–	﹤0.01%	3253
2014 Q3	$10K	Sell	259 -29,006	-99%	-$1.21M	﹤0.01%	2955
2014 Q2	$1.24M	Buy	29,265 +29,006	+11,199%	+$1.19M	0.02%	332
2014 Q1	$11K	Sell	259 -1,865	-88%	-$76.8K	﹤0.01%	2722
2013 Q4	$89K	Buy	2,124 +1,065	+101%	+$41.7K	﹤0.01%	1267
2013 Q3	$39K	Hold	1,059	–	–	﹤0.01%	1672
2013 Q2	$35K	Buy	+1,059	New	+$38.9K	﹤0.01%	1591

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

Creative Planning's XME Position: Q2 2026 in Review

Creative Planning increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 9.7% in Q2 2026, buying an estimated $132K and bringing the position to 12,688 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2401.

Creative Planning first reported a position in XME in Q2 2013 and has held it in 35 quarters since. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Creative Planning held 12,688 shares of State Street SPDR S&P Metals & Mining ETF worth $1.36M as of Q2 2026.
Creative Planning bought 1,123 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $132K.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2401 holding.
Creative Planning first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2013 and has held it in 35 quarters since.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.