Dynamic Advisor Solutions
XME icon

Dynamic Advisor Solutions’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Dynamic Advisor Solutions’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 		$3.83M Sell
36,958
-4,522
-11% -$497K 0.11% 199
2026
Q2 		$4.44M Buy
41,480
+899
+2% +$106K 0.13% 180
2026
Q1 		$4.38M Sell
40,581
-2,421
-6% -$283K 0.14% 169
2025
Q4 		$4.46M Sell
43,002
-5,754
-12% -$569K 0.14% 159
2025
Q3 		$4.54M Buy
48,756
+1,777
+4% +$142K 0.13% 175
2025
Q2 		$3.16M Buy
46,979
+16,472
+54% +$978K 0.1% 226
2025
Q1 		$1.71M Buy
30,507
+771
+3% +$45.3K 0.06% 306
2024
Q4 		$1.69M Buy
29,736
+355
+1% +$22.9K 0.07% 236
2024
Q3 		$1.87M Sell
29,381
-318
-1% -$19K 0.06% 312
2024
Q2 		$1.76M Buy
29,699
+821
+3% +$50.3K 0.06% 324
2024
Q1 		$1.74M Buy
28,878
+102
+0.4% +$5.82K 0.06% 327
2023
Q4 		$1.67M Sell
28,776
-375
-1% -$19.9K 0.06% 309
2023
Q3 		$1.53M Sell
29,151
-336
-1% -$17.4K 0.07% 280
2023
Q2 		$1.5M Sell
29,487
-922
-3% -$45.3K 0.08% 264
2023
Q1 		$1.62M Buy
30,409
+7,327
+32% +$399K 0.09% 243
2022
Q4 		$1.15M Buy
23,082
+570
+3% +$28.3K 0.08% 257
2022
Q3 		$957K Buy
22,512
+140
+0.6% +$6.56K 0.07% 260
2022
Q2 		$971K Buy
22,372
+9,070
+68% +$493K 0.07% 251
2022
Q1 		$815K Sell
13,302
-53,427
-80% -$2.72M 0.06% 315
2021
Q4 		$2.99M Buy
66,729
+60,232
+927% +$2.64M 0.21% 114
2021
Q3 		$271K Sell
6,497
-7,918
-55% -$342K 0.02% 602
2021
Q2 		$621K Buy
+14,415
New +$626K 0.05% 380

Other funds holding XME

Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Dynamic Advisor Solutions's XME Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 11% in Q3 2026, selling an estimated $497K and leaving 36,958 shares worth $3.83M. The position accounts for 0.11% of the portfolio, ranked #199.

Dynamic Advisor Solutions first reported a position in XME in Q2 2021 and has held it in 22 quarters since. The position peaked at $4.54M in Q3 2025. 59 funds tracked by Wall St. Rank hold XME as of Q3 2026.

  • Dynamic Advisor Solutions held 36,958 shares of State Street SPDR S&P Metals & Mining ETF worth $3.83M as of Q3 2026.
  • Dynamic Advisor Solutions sold 4,522 State Street SPDR S&P Metals & Mining ETF shares in Q3 2026, an estimated $497K.
  • State Street SPDR S&P Metals & Mining ETF made up 0.11% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #199 holding.
  • Dynamic Advisor Solutions first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2021 and has held it in 22 quarters since.
  • Dynamic Advisor Solutions's State Street SPDR S&P Metals & Mining ETF position peaked at $4.54M in Q3 2025.
  • 59 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.