Evergreen Capital Management’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Evergreen Capital Management’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	$297K	Buy	2,780 +1	+0%	+$117	0.01%	1223
2026 Q1	$300K	Hold	2,779	–	–	0.01%	1121
2025 Q4	$288K	Buy	+2,779	New	+$275K	0.01%	1066

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

Evergreen Capital Management's XME Position: Q2 2026 in Review

Evergreen Capital Management increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 0.04% in Q2 2026, buying an estimated $117 and bringing the position to 2,780 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #1223.

Evergreen Capital Management first reported a position in XME in Q4 2025 and has held it in 3 quarters since. The position peaked at $300K in Q1 2026. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Evergreen Capital Management held 2,780 shares of State Street SPDR S&P Metals & Mining ETF worth $297K as of Q2 2026.
Evergreen Capital Management bought 1 State Street SPDR S&P Metals & Mining ETF share in Q2 2026, an estimated $117.
State Street SPDR S&P Metals & Mining ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1223 holding.
Evergreen Capital Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2025 and has held it in 3 quarters since.
Evergreen Capital Management's State Street SPDR S&P Metals & Mining ETF position peaked at $300K in Q1 2026.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.