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

Geneos Wealth Management’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	$55.4K	Buy	513 +226	+79%	+$26.4K	﹤0.01%	1383
2025 Q4	$29.7K	Buy	+287	New	+$28.4K	﹤0.01%	1587
2022 Q1	–	Sell	-40	Closed	-$1K	–	3011
2021 Q4	$1K	Hold	40	–	–	﹤0.01%	2728
2021 Q3	$1K	Sell	40 -167	-81%	-$7.22K	﹤0.01%	2797
2021 Q2	$8K	Hold	207	–	–	﹤0.01%	2308
2021 Q1	$8K	Hold	207	–	–	﹤0.01%	2504
2020 Q4	$8K	Buy	+207	New	+$5.87K	﹤0.01%	2330
2018 Q3	–	Sell	-450	Closed	-$15K	–	2459
2018 Q2	$15K	Hold	450	–	–	﹤0.01%	1576
2018 Q1	$15K	Sell	450 -350	-44%	-$12.9K	﹤0.01%	1516
2017 Q4	$29K	Buy	+800	New	+$26.1K	﹤0.01%	1254
2017 Q1	–	Sell	-35	Closed	-$1K	–	2151
2016 Q4	$1K	Buy	+35	New	+$1.01K	﹤0.01%	2011

Other funds holding XME

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 $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MIFH

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

HIIFS

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

MIH

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geneos Wealth Management's XME Position: Q1 2026 in Review

Geneos Wealth Management increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 79% in Q1 2026, buying an estimated $26.4K and bringing the position to 513 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Geneos Wealth Management first reported a position in XME in Q4 2016 and has held it in 11 quarters since. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

Geneos Wealth Management held 513 shares of State Street SPDR S&P Metals & Mining ETF worth $55.4K as of Q1 2026.
Geneos Wealth Management bought 226 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $26.4K.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1383 holding.
Geneos Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2016 and has held it in 11 quarters since.
419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.