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Independent Advisor Alliance’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Independent Advisor Alliance’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 		– Sell
-7,193
Closed -$777K – 1640
2026
Q1 		$777K Buy
+7,193
New +$840K 0.01% 948

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VU
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Independent Advisor Alliance's XME Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2026, closing a stake of 7,193 shares — an estimated $777K sold.

Independent Advisor Alliance first reported a position in XME in Q1 2026 and held it in 1 quarter. The position peaked at $777K in Q1 2026. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

  • Independent Advisor Alliance reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,193 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $777K.
  • Independent Advisor Alliance first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's State Street SPDR S&P Metals & Mining ETF position peaked at $777K in Q1 2026.
  • 457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.