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 Q2	$364K	Hold	3,408	–	–	0.08%	137
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 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

Evernest Financial Advisors's XME Position: Q2 2026 in Review

Evernest Financial Advisors held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q2 2026 at 3,408 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #137.

Evernest Financial Advisors first reported a position in XME in Q4 2021 and has held it in 12 quarters since. The position peaked at $428K in Q4 2025. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Evernest Financial Advisors held 3,408 shares of State Street SPDR S&P Metals & Mining ETF worth $364K as of Q2 2026.
Evernest Financial Advisors left its State Street SPDR S&P Metals & Mining ETF share count unchanged in Q2 2026.
State Street SPDR S&P Metals & Mining ETF made up 0.08% of Evernest Financial Advisors's portfolio in Q2 2026, its #137 holding.
Evernest Financial Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $428K in Q4 2025.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.