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

Fermata 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 Q3	$1.05M	Buy	10,093 +290	+3%	+$31.9K	0.2%	113
2026 Q2	$1.05M	Buy	9,803 +1,269	+15%	+$149K	0.21%	104
2026 Q1	$922K	Buy	8,534 +249	+3%	+$29.1K	0.21%	102
2025 Q4	$858K	Sell	8,285 -2,505	-23%	-$248K	0.21%	100
2025 Q3	$1.01M	Buy	10,790 +664	+7%	+$53K	0.26%	87
2025 Q2	$681K	Sell	10,126 -1,392	-12%	-$82.6K	0.18%	113
2025 Q1	$645K	Sell	11,518 -490	-4%	-$28.8K	0.12%	131
2024 Q4	$681K	Buy	12,008 +465	+4%	+$29.9K	0.13%	118
2024 Q3	$736K	Sell	11,543 -487	-4%	-$29.2K	0.15%	98
2024 Q2	$714K	Buy	12,030 +5,090	+73%	+$312K	0.16%	95
2024 Q1	$418K	Buy	+6,940	New	+$396K	0.09%	120

Other funds holding XME

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fermata Advisors's XME Position: Q3 2026 in Review

Fermata Advisors increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 3% in Q3 2026, buying an estimated $31.9K and bringing the position to 10,093 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #113.

Fermata Advisors first reported a position in XME in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.05M in Q2 2026. 81 funds tracked by Wall St. Rank hold XME as of Q3 2026.

Fermata Advisors held 10,093 shares of State Street SPDR S&P Metals & Mining ETF worth $1.05M as of Q3 2026.
Fermata Advisors bought 290 State Street SPDR S&P Metals & Mining ETF shares in Q3 2026, an estimated $31.9K.
State Street SPDR S&P Metals & Mining ETF made up 0.2% of Fermata Advisors's portfolio in Q3 2026, its #113 holding.
Fermata Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2024 and has held it in 11 quarters since.
Fermata Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $1.05M in Q2 2026.
81 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.