CX Institutional’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

CX Institutional’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 Q3	$80K	Buy	775 +150	+24%	+$16.5K	﹤0.01%	925
2026 Q2	$67K	Hold	625	–	–	﹤0.01%	933
2026 Q1	$67K	Sell	625 -119	-16%	-$13.9K	﹤0.01%	923
2025 Q4	$77K	Buy	744 +356	+92%	+$35.2K	﹤0.01%	896
2025 Q3	$36K	Sell	388 -5,653	-94%	-$451K	﹤0.01%	999
2025 Q2	$406K	Buy	+6,041	New	+$359K	0.01%	425
2023 Q4	–	Sell	-7,260	Closed	-$381K	–	576
2023 Q3	$381K	Buy	+7,260	New	+$376K	0.02%	363
2022 Q3	–	Sell	-291	Closed	-$13K	–	1142
2022 Q2	$13K	Buy	+291	New	+$15.8K	﹤0.01%	915
2021 Q4	–	Sell	-454	Closed	-$19K	–	913
2021 Q3	$19K	Hold	454	–	–	﹤0.01%	752
2021 Q2	$20K	Sell	454 -1,034	-69%	-$44.9K	﹤0.01%	742
2021 Q1	$59K	Sell	1,488 -16,803	-92%	-$618K	0.01%	462
2020 Q4	$612K	Sell	18,291 -53,311	-74%	-$1.51M	0.06%	226
2020 Q3	$1.66M	Buy	71,602 +71,532	+102,189%	+$1.69M	0.18%	149
2020 Q2	$1K	Buy	+70	New	+$1.38K	﹤0.01%	847

Other funds holding XME

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

CX Institutional's XME Position: Q3 2026 in Review

CX Institutional increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 24% in Q3 2026, buying an estimated $16.5K and bringing the position to 775 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

CX Institutional first reported a position in XME in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.66M in Q3 2020. 88 funds tracked by Wall St. Rank hold XME as of Q3 2026.

CX Institutional held 775 shares of State Street SPDR S&P Metals & Mining ETF worth $80K as of Q3 2026.
CX Institutional bought 150 State Street SPDR S&P Metals & Mining ETF shares in Q3 2026, an estimated $16.5K.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #925 holding.
CX Institutional first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2020 and has held it in 14 quarters since.
CX Institutional's State Street SPDR S&P Metals & Mining ETF position peaked at $1.66M in Q3 2020.
88 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.