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

FOCUS Wealth 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	$6.94M	Sell	64,865 -6,110	-9%	-$717K	3.22%	8
2026 Q1	$7.67M	Sell	70,975 -4,029	-5%	-$471K	3.75%	7
2025 Q4	$7.77M	Sell	75,004 -1,582	-2%	-$156K	3.62%	7
2025 Q3	$7.14M	Sell	76,586 -384	-0.5%	-$30.6K	3.43%	8
2025 Q2	$5.17M	Buy	76,970 +391	+0.5%	+$23.2K	2.69%	13
2025 Q1	$4.29M	Sell	76,579 -1,925	-2%	-$113K	2.37%	14
2024 Q4	$4.46M	Sell	78,504 -570	-0.7%	-$36.7K	2.36%	14
2024 Q3	$5.04M	Sell	79,074 -1,158	-1%	-$69.3K	2.51%	14
2024 Q2	$4.76M	Buy	80,232 +2,683	+3%	+$164K	2.44%	13
2024 Q1	$4.67M	Buy	77,549 +8,185	+12%	+$467K	2.5%	11
2023 Q4	$4.15M	Sell	69,364 -1,367	-2%	-$72.4K	2.63%	10
2023 Q3	$3.71M	Sell	70,731 -323	-0.5%	-$16.7K	2.58%	10
2023 Q2	$3.61M	Sell	71,054 -5,840	-8%	-$287K	2.44%	11
2023 Q1	$4.09M	Sell	76,894 -1,174	-2%	-$63.9K	2.68%	9
2022 Q4	$3.89M	Sell	78,068 -862	-1%	-$42.7K	2.69%	10
2022 Q3	$3.35M	Sell	78,930 -227	-0.3%	-$10.6K	2.38%	12
2022 Q2	$3.44M	Sell	79,157 -915	-1%	-$49.7K	2.35%	10
2022 Q1	$4.91M	Buy	80,072 +2,280	+3%	+$116K	2.92%	8
2021 Q4	$3.48M	Buy	77,792 +3,161	+4%	+$138K	2.08%	10
2021 Q3	$3.12M	Buy	74,631 +3,379	+5%	+$146K	2.11%	11
2021 Q2	$3.07M	Buy	+71,252	New	+$3.1M	2.14%	9

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

FOCUS Wealth Advisors's XME Position: Q2 2026 in Review

FOCUS Wealth Advisors reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 8.6% in Q2 2026, selling an estimated $717K and leaving 64,865 shares worth $6.94M. The position accounts for 3.22% of the portfolio, ranked #8.

FOCUS Wealth Advisors first reported a position in XME in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.77M in Q4 2025. 456 funds tracked by Wall St. Rank hold XME as of Q2 2026.

FOCUS Wealth Advisors held 64,865 shares of State Street SPDR S&P Metals & Mining ETF worth $6.94M as of Q2 2026.
FOCUS Wealth Advisors sold 6,110 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $717K.
State Street SPDR S&P Metals & Mining ETF made up 3.22% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #8 holding.
FOCUS Wealth Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2021 and has held it in 21 quarters since.
FOCUS Wealth Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $7.77M in Q4 2025.
456 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

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