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

Founders Financial Alliance’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 Q1	$2.59K	Hold	24	–	–	﹤0.01%	702
2025 Q4	$2.49K	Hold	24	–	–	﹤0.01%	574
2025 Q3	$2.24K	Buy	+24	New	+$1.92K	﹤0.01%	685
2025 Q2	–	Sell	-12,592	Closed	-$705K	–	630
2025 Q1	$705K	Sell	12,592 -231	-2%	-$13.6K	0.17%	125
2024 Q4	$728K	Sell	12,823 -953	-7%	-$61.4K	0.2%	108
2024 Q3	$878K	Sell	13,776 -543	-4%	-$32.5K	0.24%	92
2024 Q2	$850K	Buy	14,319 +259	+2%	+$15.9K	0.25%	90
2024 Q1	$848K	Buy	+14,060	New	+$803K	0.25%	92
2021 Q1	–	Sell	-50	Closed	-$2K	–	486
2020 Q4	$2K	Hold	50	–	–	﹤0.01%	409
2020 Q3	$1K	Buy	+50	New	+$1.18K	﹤0.01%	1333

Other funds holding XME

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return