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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Evergreen Capital Management's XME Position: Q1 2026 in Review

Evergreen Capital Management held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q1 2026 at 2,779 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #1121.

Evergreen Capital Management first reported a position in XME in Q4 2025 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

  • Evergreen Capital Management held 2,779 shares of State Street SPDR S&P Metals & Mining ETF worth $300K as of Q1 2026.
  • Evergreen Capital Management left its State Street SPDR S&P Metals & Mining ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Metals & Mining ETF made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1121 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 2 quarters since.
  • 419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.