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Fortem Financial Group’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Fortem Financial Group’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 		$8.87M Buy
82,955
+129
+0.2% +$15.1K 1.81% 17
2026
Q1 		$8.95M Sell
82,826
-24,446
-23% -$2.86M 2.24% 10
2025
Q4 		$11.1M Buy
107,272
+323
+0.3% +$31.9K 2.97% 8
2025
Q3 		$9.97M Buy
106,949
+1,909
+2% +$152K 2.86% 8
2025
Q2 		$7.06M Buy
105,040
+6,289
+6% +$373K 2.28% 10
2025
Q1 		$5.53M Buy
98,751
+7,084
+8% +$416K 2.15% 8
2024
Q4 		$5.2M Sell
91,667
-75
-0.1% -$4.83K 2.02% 10
2024
Q3 		$5.85M Buy
91,742
+492
+0.5% +$29.5K 2.38% 7
2024
Q2 		$5.41M Sell
91,250
-1,709
-2% -$105K 2.33% 6
2024
Q1 		$5.6M Buy
92,959
+2,269
+3% +$130K 2.46% 5
2023
Q4 		$5.43M Buy
90,690
+2,251
+3% +$119K 2.7% 5
2023
Q3 		$4.64M Buy
88,439
+4,661
+6% +$241K 2.72% 5
2023
Q2 		$4.26M Buy
83,778
+10,165
+14% +$499K 2.52% 5
2023
Q1 		$3.91M Sell
73,613
-14,849
-17% -$808K 2.55% 4
2022
Q4 		$4.41M Sell
88,462
-8,305
-9% -$412K 2.58% 5
2022
Q3 		$4.11M Sell
96,767
-5,305
-5% -$249K 2.85% 3
2022
Q2 		$4.43M Buy
102,072
+61,617
+152% +$3.35M 2.9% 3
2022
Q1 		$2.48M Buy
+40,455
New +$2.06M 1.09% 31

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

Fortem Financial Group's XME Position: Q2 2026 in Review

Fortem Financial Group increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 0.16% in Q2 2026, buying an estimated $15.1K and bringing the position to 82,955 shares worth $8.87M. The position accounts for 1.81% of the portfolio, ranked #17.

Fortem Financial Group first reported a position in XME in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.1M in Q4 2025. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

  • Fortem Financial Group held 82,955 shares of State Street SPDR S&P Metals & Mining ETF worth $8.87M as of Q2 2026.
  • Fortem Financial Group bought 129 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $15.1K.
  • State Street SPDR S&P Metals & Mining ETF made up 1.81% of Fortem Financial Group's portfolio in Q2 2026, its #17 holding.
  • Fortem Financial Group first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2022 and has held it in 18 quarters since.
  • Fortem Financial Group's State Street SPDR S&P Metals & Mining ETF position peaked at $11.1M in Q4 2025.
  • 457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.