Evernest Financial Advisors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Evernest Financial 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 Q1	$410K	Hold	3,408	–	–	0.09%	126
2025 Q4	$428K	Hold	3,408	–	–	0.09%	124
2025 Q3	$318K	Hold	3,408	–	–	0.09%	147
2025 Q2	$229K	Sell	3,408 -237	-7%	-$14.1K	0.07%	156
2025 Q1	$204K	Sell	3,645 -2,096	-37%	-$123K	0.07%	144
2024 Q4	$326K	Buy	5,741 +743	+15%	+$47.8K	0.08%	129
2024 Q3	$318K	Sell	4,998 -96	-2%	-$5.75K	0.09%	126
2024 Q2	$302K	Sell	5,094 -221	-4%	-$13.5K	0.14%	105
2024 Q1	$324K	Buy	5,315 +375	+8%	+$21.4K	0.15%	100
2023 Q4	$296K	Buy	+4,940	New	+$262K	0.15%	108
2021 Q4	$289K	Buy	+5,150	New	+$226K	0.15%	105

Other funds holding XME

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return