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 Q2	$625K	Buy	5,841 +281	+5%	+$33K	﹤0.01%	933
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

HIIFS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

EP Wealth Advisors's XME Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 5.1% in Q2 2026, buying an estimated $33K and bringing the position to 5,841 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

EP Wealth Advisors first reported a position in XME in Q4 2023 and has held it in 10 quarters since. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

EP Wealth Advisors held 5,841 shares of State Street SPDR S&P Metals & Mining ETF worth $625K as of Q2 2026.
EP Wealth Advisors bought 281 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $33K.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #933 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 10 quarters since.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.