IBEX Wealth Advisors
XME icon

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
Q3 		– Sell
-5,743
Closed -$614K – 239
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Vanderbilt University
Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IBEX Wealth Advisors's XME Position: Q3 2026 in Review

IBEX Wealth Advisors sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2026, closing a stake of 5,743 shares — an estimated $614K sold.

IBEX Wealth Advisors first reported a position in XME in Q3 2025 and held it in 3 quarters. The position peaked at $614K in Q2 2026. 350 funds tracked by Wall St. Rank hold XME as of Q3 2026.

  • IBEX Wealth Advisors reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2026 after selling out during the quarter.
  • IBEX Wealth Advisors sold 5,743 State Street SPDR S&P Metals & Mining ETF shares in Q3 2026, an estimated $614K.
  • IBEX Wealth Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2025 and held it in 3 quarters.
  • IBEX Wealth Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $614K in Q2 2026.
  • 350 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.