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
2021 Q2	–	Sell	-300	Closed	-$2K	–	2620
2021 Q1	$2K	Buy	+300	New	+$11K	﹤0.01%	2572

Other funds holding XME

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 $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Creative Planning's XME Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 35% in Q1 2026, buying an estimated $353K and bringing the position to 11,565 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

Creative Planning first reported a position in XME in Q2 2013 and has held it in 34 quarters since. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

Creative Planning held 11,565 shares of State Street SPDR S&P Metals & Mining ETF worth $1.25M as of Q1 2026.
Creative Planning bought 3,021 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $353K.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2276 holding.
Creative Planning first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2013 and has held it in 34 quarters since.
419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.