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 Q2	$54.9K	Hold	513	–	–	﹤0.01%	1425
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 $1.55T 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 $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 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 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

Geneos Wealth Management's XME Position: Q2 2026 in Review

Geneos Wealth Management held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q2 2026 at 513 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Geneos Wealth Management first reported a position in XME in Q4 2016 and has held it in 12 quarters since. The position peaked at $55.4K in Q1 2026. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Geneos Wealth Management held 513 shares of State Street SPDR S&P Metals & Mining ETF worth $54.9K as of Q2 2026.
Geneos Wealth Management left its State Street SPDR S&P Metals & Mining ETF share count unchanged in Q2 2026.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1425 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 12 quarters since.
Geneos Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $55.4K in Q1 2026.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.