Global Financial Private Client’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-1	Closed	-$56	–	1632
2025 Q1	$56	Hold	1	–	–	﹤0.01%	1644
2024 Q4	$57	Hold	1	–	–	﹤0.01%	1572
2024 Q3	$64	Hold	1	–	–	﹤0.01%	804
2024 Q2	$59	Hold	1	–	–	﹤0.01%	679
2024 Q1	$61	Hold	1	–	–	﹤0.01%	698
2023 Q4	$60	Hold	1	–	–	﹤0.01%	685
2023 Q3	$51	Hold	1	–	–	﹤0.01%	679
2023 Q2	$51	Sell	1 -30	-97%	-$1.47K	﹤0.01%	669
2023 Q1	$1.66K	Hold	31	–	–	﹤0.01%	593
2022 Q4	$1.54K	Sell	31 -11	-26%	-$545	﹤0.01%	583
2022 Q3	$1.91K	Sell	42 -5,192	-99%	-$243K	﹤0.01%	534
2022 Q2	$228K	Sell	5,234 -4,934	-49%	-$268K	0.13%	128
2022 Q1	$635K	Buy	10,168 +458	+5%	+$23.3K	0.31%	71
2021 Q4	$435K	Sell	9,710 -10,540	-52%	-$462K	0.21%	94
2021 Q3	$859K	Buy	20,250 +1,471	+8%	+$63.6K	0.44%	56
2021 Q2	$813K	Buy	+18,779	New	+$816K	0.45%	60

Other funds holding XME

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return