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

EP Wealth Advisors’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 Q1	$601K	Sell	5,560 -272	-5%	-$31.8K	﹤0.01%	827
2025 Q4	$604K	Buy	+5,832	New	+$576K	﹤0.01%	792
2025 Q2	$307K	Sell	4,571 -200	-4%	-$11.9K	﹤0.01%	1003
2025 Q1	$267K	Sell	4,771 -510	-10%	-$30K	﹤0.01%	973
2024 Q4	$300K	Hold	5,281	–	–	﹤0.01%	873
2024 Q3	$337K	Hold	5,281	–	–	﹤0.01%	814
2024 Q2	$313K	Hold	5,281	–	–	﹤0.01%	644
2024 Q1	$318K	Hold	5,281	–	–	﹤0.01%	608
2023 Q4	$316K	Buy	+5,281	New	+$280K	﹤0.01%	600

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 $526M AUM 31.17% 1-Year Est. Return

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

EP Wealth Advisors's XME Position: Q1 2026 in Review

EP Wealth Advisors reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 4.7% in Q1 2026, selling an estimated $31.8K and leaving 5,560 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

EP Wealth Advisors first reported a position in XME in Q4 2023 and has held it in 9 quarters since. The position peaked at $604K in Q4 2025. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

EP Wealth Advisors held 5,560 shares of State Street SPDR S&P Metals & Mining ETF worth $601K as of Q1 2026.
EP Wealth Advisors sold 272 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $31.8K.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #827 holding.
EP Wealth Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2023 and has held it in 9 quarters since.
EP Wealth Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $604K in Q4 2025.
419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.