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

Evolution Wealth 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 		$72.6K Hold
679
– – 0.04% 257
2026
Q1 		$73.3K Buy
679
+383
+129% +$44.7K 0.05% 209
2025
Q4 		$30.7K Buy
296
+124
+72% +$12.3K 0.03% 303
2025
Q3 		$16K Hold
172
– – 0.02% 320
2025
Q2 		$11.6K Buy
+172
New +$10.2K 0.01% 336

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
VU
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Evolution Wealth Management's XME Position: Q2 2026 in Review

Evolution Wealth Management held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q2 2026 at 679 shares worth $72.6K. The position accounts for 0.04% of the portfolio, ranked #257.

Evolution Wealth Management first reported a position in XME in Q2 2025 and has held it in 5 quarters since. The position peaked at $73.3K in Q1 2026. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

  • Evolution Wealth Management held 679 shares of State Street SPDR S&P Metals & Mining ETF worth $72.6K as of Q2 2026.
  • Evolution Wealth Management 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 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Evolution Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $73.3K 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 Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.