Edgestream Partners’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Edgestream Partners’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
2025 Q1	–	Sell	-3,650	Closed	-$207K	–	1116
2024 Q4	$207K	Buy	+3,650	New	+$235K	0.01%	816
2024 Q1	–	Sell	-3,876	Closed	-$232K	–	1049
2023 Q4	$232K	Sell	3,876 -1,068	-22%	-$56.5K	0.02%	764
2023 Q3	$260K	Buy	+4,944	New	+$256K	0.02%	747
2021 Q1	–	Sell	-75,469	Closed	-$2.52M	–	455
2020 Q4	$2.52M	Sell	75,469 -84,313	-53%	-$2.39M	0.13%	201
2020 Q3	$3.71M	Buy	159,782 +144,367	+937%	+$3.41M	0.24%	142
2020 Q2	$327K	Sell	15,415 -1,030	-6%	-$20.3K	0.02%	283
2020 Q1	$265K	Buy	+16,445	New	+$382K	0.02%	276
2019 Q2	–	Sell	-15,846	Closed	-$470K	–	294
2019 Q1	$470K	Sell	15,846 -22,806	-59%	-$676K	0.07%	170
2018 Q4	$1.01M	Buy	+38,652	New	+$1.17M	0.18%	136

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Edgestream Partners's XME Position: Q1 2025 in Review

Edgestream Partners sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2025, closing a stake of 3,650 shares — an estimated $207K sold.

Edgestream Partners first reported a position in XME in Q4 2018 and held it in 9 quarters. The position peaked at $3.71M in Q3 2020. 259 funds tracked by Wall St. Rank hold XME as of Q1 2025.

Edgestream Partners reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2025 after selling out during the quarter.
Edgestream Partners sold 3,650 State Street SPDR S&P Metals & Mining ETF shares in Q1 2025, an estimated $207K.
Edgestream Partners first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2018 and held it in 9 quarters.
Edgestream Partners's State Street SPDR S&P Metals & Mining ETF position peaked at $3.71M in Q3 2020.
259 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2025.

Based on Edgestream Partners's 13F filing for Q1 2025, filed 2 May 2025.