BFC Planning, Inc.’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

BFC Planning, Inc.’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	$19K	Buy	177 +138	+354%	+$16.2K	﹤0.01%	2035
2026 Q1	$4.23K	Hold	39	–	–	﹤0.01%	2370
2025 Q4	$4.06K	Sell	39 -424	-92%	-$41.9K	﹤0.01%	2428
2025 Q3	$43.2K	Buy	463 +391	+543%	+$31.2K	﹤0.01%	1251
2025 Q2	$4.85K	Hold	72	–	–	﹤0.01%	2064
2025 Q1	$4.04K	Buy	+72	New	+$4.23K	﹤0.01%	2091

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 $822M AUM 12.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 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

BFC Planning, Inc.'s XME Position: Q2 2026 in Review

BFC Planning, Inc. increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 354% in Q2 2026, buying an estimated $16.2K and bringing the position to 177 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

BFC Planning, Inc. first reported a position in XME in Q1 2025 and has held it in 6 quarters since. The position peaked at $43.2K in Q3 2025. 461 funds tracked by Wall St. Rank hold XME as of Q2 2026.

BFC Planning, Inc. held 177 shares of State Street SPDR S&P Metals & Mining ETF worth $19K as of Q2 2026.
BFC Planning, Inc. bought 138 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $16.2K.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2035 holding.
BFC Planning, Inc. first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2025 and has held it in 6 quarters since.
BFC Planning, Inc.'s State Street SPDR S&P Metals & Mining ETF position peaked at $43.2K in Q3 2025.
461 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.