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Innovative Asset Advisors Group’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Innovative Asset Advisors 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 		$745K Buy
6,967
+2
+0% +$235 0.33% 63
2026
Q1 		$752K Buy
+6,965
New +$814K 0.43% 48

Other funds holding XME

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Innovative Asset Advisors Group's XME Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 0.03% in Q2 2026, buying an estimated $235 and bringing the position to 6,967 shares worth $745K. The position accounts for 0.33% of the portfolio, ranked #63.

Innovative Asset Advisors Group first reported a position in XME in Q1 2026 and has held it in 2 quarters since. The position peaked at $752K in Q1 2026. 428 funds tracked by Wall St. Rank hold XME as of Q2 2026.

  • Innovative Asset Advisors Group held 6,967 shares of State Street SPDR S&P Metals & Mining ETF worth $745K as of Q2 2026.
  • Innovative Asset Advisors Group bought 2 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $235.
  • State Street SPDR S&P Metals & Mining ETF made up 0.33% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #63 holding.
  • Innovative Asset Advisors Group first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's State Street SPDR S&P Metals & Mining ETF position peaked at $752K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.