EWP
XME icon

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

Elevation Wealth 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
2026
Q3 		$53.1K Hold
513
– – 0.01% 377
2026
Q2 		$54.9K Hold
513
– – 0.02% 279
2026
Q1 		$55.4K Buy
+513
New +$59.9K 0.02% 225

Other funds holding XME

FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
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
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Elevation Wealth Partners's XME Position: Q3 2026 in Review

Elevation Wealth Partners held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q3 2026 at 513 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #377.

Elevation Wealth Partners first reported a position in XME in Q1 2026 and has held it in 3 quarters since. The position peaked at $55.4K in Q1 2026. 29 funds tracked by Wall St. Rank hold XME as of Q3 2026.

  • Elevation Wealth Partners held 513 shares of State Street SPDR S&P Metals & Mining ETF worth $53.1K as of Q3 2026.
  • Elevation Wealth Partners left its State Street SPDR S&P Metals & Mining ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P Metals & Mining ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #377 holding.
  • Elevation Wealth Partners first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's State Street SPDR S&P Metals & Mining ETF position peaked at $55.4K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.