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

Heritage Oak 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	$2.52M	Sell	23,544 -717	-3%	-$84.2K	0.74%	16
2026 Q1	$2.62M	Sell	24,261 -8,049	-25%	-$940K	0.83%	16
2025 Q4	$3.35M	Sell	32,310 -93	-0.3%	-$9.19K	1.24%	11
2025 Q3	$3.02M	Sell	32,403 -5,308	-14%	-$424K	1.1%	17
2025 Q2	$2.53M	Sell	37,711 -158	-0.4%	-$9.38K	0.98%	18
2025 Q1	$2.12M	Sell	37,869 -8,493	-18%	-$499K	0.93%	20
2024 Q4	$2.63M	Buy	+46,362	New	+$2.98M	1.24%	18
2024 Q3	–	Sell	-33,890	Closed	-$2.01M	–	214
2024 Q2	$2.01M	Buy	+33,890	New	+$2.07M	1.02%	20

Other funds holding XME

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

TBC

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Heritage Oak Wealth Advisors's XME Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 3% in Q2 2026, selling an estimated $84.2K and leaving 23,544 shares worth $2.52M. The position accounts for 0.74% of the portfolio, ranked #16.

Heritage Oak Wealth Advisors first reported a position in XME in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.35M in Q4 2025. 118 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Heritage Oak Wealth Advisors held 23,544 shares of State Street SPDR S&P Metals & Mining ETF worth $2.52M as of Q2 2026.
Heritage Oak Wealth Advisors sold 717 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $84.2K.
State Street SPDR S&P Metals & Mining ETF made up 0.74% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Heritage Oak Wealth Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Oak Wealth Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $3.35M in Q4 2025.
118 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.