Institute for Wealth Management’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Institute for Wealth Management’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	$13.8K	Buy	+129	New	+$15.1K	﹤0.01%	1241
2020 Q1	–	Sell	-185	Closed	-$5K	–	687
2019 Q4	$5K	Buy	+185	New	+$5.05K	﹤0.01%	642

Other funds holding XME

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Institute for Wealth Management's XME Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2026: 129 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #1241 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in XME as recently as Q4 2019.

Institute for Wealth Management first reported a position in XME in Q4 2019 and has held it in 2 quarters since. 458 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Institute for Wealth Management held 129 shares of State Street SPDR S&P Metals & Mining ETF worth $13.8K as of Q2 2026.
State Street SPDR S&P Metals & Mining ETF was a new Institute for Wealth Management position in Q2 2026.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1241 holding.
Institute for Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2019 and has held it in 2 quarters since.
458 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.