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 Q3	–	Sell	-818	Closed	-$87.5K	–	1026
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

GeoWealth Management's XME Position: Q3 2026 in Review

GeoWealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2026, closing a stake of 818 shares — an estimated $87.5K sold.

GeoWealth Management first reported a position in XME in Q3 2024 and held it in 6 quarters. The position peaked at $1.37M in Q3 2025. 350 funds tracked by Wall St. Rank hold XME as of Q3 2026.

GeoWealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2026 after selling out during the quarter.
GeoWealth Management sold 818 State Street SPDR S&P Metals & Mining ETF shares in Q3 2026, an estimated $87.5K.
GeoWealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2024 and held it in 6 quarters.
GeoWealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $1.37M in Q3 2025.
350 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.