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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
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

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 Financial Group's XME Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 18% in Q2 2026, buying an estimated $356K and bringing the position to 20,220 shares worth $2.16M. The position accounts for 0.04% of the portfolio, ranked #431.

Independent Financial Group first reported a position in XME in Q4 2021 and has held it in 19 quarters since. 456 funds tracked by Wall St. Rank hold XME as of Q2 2026.

  • Independent Financial Group held 20,220 shares of State Street SPDR S&P Metals & Mining ETF worth $2.16M as of Q2 2026.
  • Independent Financial Group bought 3,030 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $356K.
  • State Street SPDR S&P Metals & Mining ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #431 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 19 quarters since.
  • 456 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.