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

GeoWealth 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	$87.5K	Sell	818 -133	-14%	-$15.6K	﹤0.01%	842
2026 Q1	$103K	Sell	951 -6,332	-87%	-$740K	﹤0.01%	789
2025 Q4	$755K	Sell	7,283 -7,408	-50%	-$732K	0.03%	348
2025 Q3	$1.37M	Buy	+14,691	New	+$1.17M	0.05%	240
2025 Q1	–	Sell	-1	Closed	-$57	–	1802
2024 Q4	$57	Sell	1 -342	-100%	-$22K	﹤0.01%	1778
2024 Q3	$21.9K	Buy	+343	New	+$20.5K	﹤0.01%	1264

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

GeoWealth Management's XME Position: Q2 2026 in Review

GeoWealth Management reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 14% in Q2 2026, selling an estimated $15.6K and leaving 818 shares worth $87.5K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

GeoWealth Management first reported a position in XME in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q3 2025. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

GeoWealth Management held 818 shares of State Street SPDR S&P Metals & Mining ETF worth $87.5K as of Q2 2026.
GeoWealth Management sold 133 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $15.6K.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #842 holding.
GeoWealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2024 and has held it in 6 quarters since.
GeoWealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $1.37M in Q3 2025.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.