IFG
XME icon

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

Independent Financial Group’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 		$2.1M Buy
20,290
+70
+0.3% +$7.69K 0.04% 445
2026
Q2 		$2.16M Buy
20,220
+3,030
+18% +$356K 0.04% 431
2026
Q1 		$1.86M Buy
17,190
+133
+0.8% +$15.5K 0.04% 420
2025
Q4 		$1.77M Sell
17,057
-4,175
-20% -$413K 0.04% 424
2025
Q3 		$1.98M Sell
21,232
-1,078
-5% -$86K 0.05% 389
2025
Q2 		$1.5M Sell
22,310
-1,409
-6% -$83.6K 0.04% 422
2025
Q1 		$1.33M Buy
23,719
+5,682
+32% +$334K 0.05% 402
2024
Q4 		$1.02M Buy
18,037
+1,331
+8% +$85.7K 0.03% 471
2024
Q3 		$1.06M Buy
16,706
+5,608
+51% +$336K 0.04% 426
2024
Q2 		$658K Sell
11,098
-2,538
-19% -$155K 0.03% 521
2024
Q1 		$822K Buy
13,636
+1,043
+8% +$59.6K 0.04% 426
2023
Q4 		$753K Buy
12,593
+66
+0.5% +$3.49K 0.04% 440
2023
Q3 		$658K Sell
12,527
-2,879
-19% -$149K 0.04% 426
2023
Q2 		$783K Sell
15,406
-7,065
-31% -$347K 0.05% 371
2023
Q1 		$1.19M Buy
22,471
+945
+4% +$51.4K 0.1% 246
2022
Q4 		$1.07M Buy
21,526
+2,856
+15% +$142K 0.09% 223
2022
Q3 		$793K Buy
18,670
+570
+3% +$26.7K 0.07% 276
2022
Q2 		$786K Sell
18,100
-671
-4% -$36.4K 0.08% 275
2022
Q1 		$1.15M Buy
18,771
+3,131
+20% +$159K 0.09% 212
2021
Q4 		$700K Buy
+15,640
New +$685K 0.06% 338

Other funds holding XME

FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Independent Financial Group's XME Position: Q3 2026 in Review

Independent Financial Group increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 0.35% in Q3 2026, buying an estimated $7.69K and bringing the position to 20,290 shares worth $2.1M. The position accounts for 0.04% of the portfolio, ranked #445.

Independent Financial Group first reported a position in XME in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.16M in Q2 2026. 29 funds tracked by Wall St. Rank hold XME as of Q3 2026.

  • Independent Financial Group held 20,290 shares of State Street SPDR S&P Metals & Mining ETF worth $2.1M as of Q3 2026.
  • Independent Financial Group bought 70 State Street SPDR S&P Metals & Mining ETF shares in Q3 2026, an estimated $7.69K.
  • State Street SPDR S&P Metals & Mining ETF made up 0.04% of Independent Financial Group's portfolio in Q3 2026, its #445 holding.
  • Independent Financial Group first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2021 and has held it in 20 quarters since.
  • Independent Financial Group's State Street SPDR S&P Metals & Mining ETF position peaked at $2.16M in Q2 2026.
  • 29 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.