IAM Advisory’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

IAM Advisory’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 Q4	–	Sell	-2,473	Closed	-$230K	–	113
2025 Q3	$230K	Buy	+2,473	New	+$197K	0.05%	93
2022 Q2	–	Sell	-3,562	Closed	-$218K	–	92
2022 Q1	$218K	Buy	+3,562	New	+$181K	0.09%	71

Other funds holding XME

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

IAM Advisory's XME Position: Q4 2025 in Review

IAM Advisory sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2025, closing a stake of 2,473 shares — an estimated $230K sold.

IAM Advisory first reported a position in XME in Q1 2022 and held it in 2 quarters. The position peaked at $230K in Q3 2025. 377 funds tracked by Wall St. Rank hold XME as of Q4 2025.

IAM Advisory reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q4 2025 after selling out during the quarter.
IAM Advisory sold 2,473 State Street SPDR S&P Metals & Mining ETF shares in Q4 2025, an estimated $230K.
IAM Advisory first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2022 and held it in 2 quarters.
IAM Advisory's State Street SPDR S&P Metals & Mining ETF position peaked at $230K in Q3 2025.
377 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2025.

Based on IAM Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.