Heartwood Wealth Advisors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Heartwood Wealth Advisors’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	$1.81M	Buy	16,912 +1,371	+9%	+$161K	0.14%	73
2026 Q1	$1.68M	Sell	15,541 -2,534	-14%	-$296K	0.15%	70
2025 Q4	$1.87M	Buy	18,075 +695	+4%	+$68.7K	0.17%	56
2025 Q3	$1.62M	Sell	17,380 -8,386	-33%	-$669K	0.15%	60
2025 Q2	$1.73M	Buy	25,766 +35	+0.1%	+$2.08K	0.18%	51
2025 Q1	$1.44M	Sell	25,731 -700	-3%	-$41.1K	0.16%	55
2024 Q4	$1.5M	Hold	26,431	–	–	0.17%	46
2024 Q3	$1.68M	Buy	26,431 +1,271	+5%	+$76.1K	0.19%	44
2024 Q2	$1.49M	Buy	25,160 +43	+0.2%	+$2.63K	0.18%	45
2024 Q1	$1.51M	Sell	25,117 -580	-2%	-$33.1K	0.19%	42
2023 Q4	$1.54M	Hold	25,697	–	–	0.2%	40
2023 Q3	$1.35M	Buy	25,697 +333	+1%	+$17.3K	0.2%	42
2023 Q2	$1.29M	Buy	25,364 +224	+0.9%	+$11K	0.18%	43
2023 Q1	$1.34M	Buy	25,140 +582	+2%	+$31.7K	0.2%	40
2022 Q4	$1.22M	Sell	24,558 -6,418	-21%	-$318K	0.19%	41
2022 Q3	$1.32M	Buy	30,976 +933	+3%	+$43.7K	0.23%	38
2022 Q2	$1.3M	Buy	30,043 +177	+0.6%	+$9.61K	0.21%	38
2022 Q1	$1.83M	Sell	29,866 -446	-1%	-$22.7K	0.27%	35
2021 Q4	$1.36M	Buy	30,312 +1,383	+5%	+$60.6K	0.2%	38
2021 Q3	$1.21M	Sell	28,929 -32	-0.1%	-$1.38K	0.19%	40
2021 Q2	$1.25M	Buy	28,961 +2,711	+10%	+$118K	0.19%	40
2021 Q1	$1.05M	Buy	26,250 +10,905	+71%	+$401K	0.17%	40
2020 Q4	$513K	Hold	15,345	–	–	0.08%	53
2020 Q3	$357K	Hold	15,345	–	–	0.07%	59
2020 Q2	$325K	Sell	15,345 -2,998	-16%	-$59.2K	0.06%	57
2020 Q1	$296K	Sell	18,343 -167,136	-90%	-$3.88M	0.07%	51
2019 Q4	$5.43M	Buy	+185,479	New	+$5.06M	1.04%	24

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

Heartwood Wealth Advisors's XME Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 8.8% in Q2 2026, buying an estimated $161K and bringing the position to 16,912 shares worth $1.81M. The position accounts for 0.14% of the portfolio, ranked #73.

Heartwood Wealth Advisors first reported a position in XME in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.43M in Q4 2019. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Heartwood Wealth Advisors held 16,912 shares of State Street SPDR S&P Metals & Mining ETF worth $1.81M as of Q2 2026.
Heartwood Wealth Advisors bought 1,371 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $161K.
State Street SPDR S&P Metals & Mining ETF made up 0.14% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Heartwood Wealth Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2019 and has held it in 27 quarters since.
Heartwood Wealth Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $5.43M in Q4 2019.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.