EP Wealth Advisors’s 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
2025 Q2	$307K	Sell
2025 Q1	$267K	Sell
2024 Q4	$300K	Hold
2024 Q3	$337K	Hold
2024 Q2	$313K	Hold
2024 Q1	$318K	Hold
2023 Q4	$316K	Buy