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 Q3	$6.59M	Sell	63,658 -1,207	-2%	-$133K	3.16%	9
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

FFG

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

TAM

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

DAS

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

FFA

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

CWA

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

FOCUS Wealth Advisors's XME Position: Q3 2026 in Review

FOCUS Wealth Advisors reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 1.9% in Q3 2026, selling an estimated $133K and leaving 63,658 shares worth $6.59M. The position accounts for 3.16% of the portfolio, ranked #9.

FOCUS Wealth Advisors first reported a position in XME in Q2 2021 and has held it in 22 quarters since. The position peaked at $7.77M in Q4 2025. 39 funds tracked by Wall St. Rank hold XME as of Q3 2026.

FOCUS Wealth Advisors held 63,658 shares of State Street SPDR S&P Metals & Mining ETF worth $6.59M as of Q3 2026.
FOCUS Wealth Advisors sold 1,207 State Street SPDR S&P Metals & Mining ETF shares in Q3 2026, an estimated $133K.
State Street SPDR S&P Metals & Mining ETF made up 3.16% of FOCUS Wealth Advisors's portfolio in Q3 2026, its #9 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 22 quarters since.
FOCUS Wealth Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $7.77M in Q4 2025.
39 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.