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 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

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

Fermata Advisors's XME Position: Q2 2026 in Review

Fermata Advisors increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 15% in Q2 2026, buying an estimated $149K and bringing the position to 9,803 shares worth $1.05M. The position accounts for 0.21% of the portfolio, ranked #104.

Fermata Advisors first reported a position in XME in Q1 2024 and has held it in 10 quarters since. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Fermata Advisors held 9,803 shares of State Street SPDR S&P Metals & Mining ETF worth $1.05M as of Q2 2026.
Fermata Advisors bought 1,269 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $149K.
State Street SPDR S&P Metals & Mining ETF made up 0.21% of Fermata Advisors's portfolio in Q2 2026, its #104 holding.
Fermata Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2024 and has held it in 10 quarters since.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.