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 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 $1.37T 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 $526M AUM 31.17% 1-Year Est. Return

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

GeoWealth Management's XME Position: Q1 2026 in Review

GeoWealth Management reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 87% in Q1 2026, selling an estimated $740K and leaving 951 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

GeoWealth Management first reported a position in XME in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.37M in Q3 2025. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

GeoWealth Management held 951 shares of State Street SPDR S&P Metals & Mining ETF worth $103K as of Q1 2026.
GeoWealth Management sold 6,332 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $740K.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q1 2026, its #789 holding.
GeoWealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2024 and has held it in 5 quarters since.
GeoWealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $1.37M in Q3 2025.
419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.