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

IBEX 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	$614K	Buy	5,743 +243	+4%	+$28.5K	0.05%	142
2026 Q1	$594K	Buy	+5,500	New	+$643K	0.06%	143
2025 Q4	–	Sell	-5,381	Closed	-$501K	–	211
2025 Q3	$501K	Buy	+5,381	New	+$429K	0.05%	157

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

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

IBEX Wealth Advisors increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 4.4% in Q2 2026, buying an estimated $28.5K and bringing the position to 5,743 shares worth $614K. The position accounts for 0.05% of the portfolio, ranked #142.

IBEX Wealth Advisors first reported a position in XME in Q3 2025 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

IBEX Wealth Advisors held 5,743 shares of State Street SPDR S&P Metals & Mining ETF worth $614K as of Q2 2026.
IBEX Wealth Advisors bought 243 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $28.5K.
State Street SPDR S&P Metals & Mining ETF made up 0.05% of IBEX Wealth Advisors's portfolio in Q2 2026, its #142 holding.
IBEX Wealth Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2025 and has held it in 3 quarters since.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.