EFS
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Essex Financial Services’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Essex Financial Services’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 		– Sell
-2,477
Closed -$257K – 838
2025
Q4 		$257K Buy
+2,477
New +$245K 0.01% 662

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Essex Financial Services's XME Position: Q1 2026 in Review

Essex Financial Services sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2026, closing a stake of 2,477 shares — an estimated $257K sold.

Essex Financial Services first reported a position in XME in Q4 2025 and held it in 1 quarter. The position peaked at $257K in Q4 2025. 420 funds tracked by Wall St. Rank hold XME as of Q1 2026.

  • Essex Financial Services reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2026 after selling out during the quarter.
  • Essex Financial Services sold 2,477 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $257K.
  • Essex Financial Services first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2025 and held it in 1 quarter.
  • Essex Financial Services's State Street SPDR S&P Metals & Mining ETF position peaked at $257K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.