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Integrated Wealth Concepts’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Integrated Wealth Concepts’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 		$882K Sell
8,249
-633
-7% -$74.3K 0.01% 1287
2026
Q1 		$959K Buy
8,882
+6,862
+340% +$802K 0.01% 1140
2025
Q4 		$209K Sell
2,020
-7,390
-79% -$730K ﹤0.01% 1506
2025
Q3 		$877K Buy
9,410
+27
+0.3% +$2.15K 0.01% 1051
2025
Q2 		$631K Sell
9,383
-2,358
-20% -$140K 0.01% 1148
2025
Q1 		$657K Buy
11,741
+246
+2% +$14.5K 0.01% 1026
2024
Q4 		$652K Buy
11,495
+5
+0% +$322 0.01% 1006
2024
Q3 		$732K Sell
11,490
-16
-0.1% -$958 0.01% 928
2024
Q2 		$683K Sell
11,506
-386
-3% -$23.6K 0.01% 922
2024
Q1 		$717K Buy
11,892
+1,602
+16% +$91.5K 0.01% 891
2023
Q4 		$616K Buy
10,290
+3,001
+41% +$159K 0.01% 909
2023
Q3 		$383K Hold
7,289
– – 0.01% 1107
2023
Q2 		$370K Buy
7,289
+1
+0% +$49 0.01% 1129
2023
Q1 		$387K Buy
+7,288
New +$397K 0.01% 955

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

Integrated Wealth Concepts's XME Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 7.1% in Q2 2026, selling an estimated $74.3K and leaving 8,249 shares worth $882K. The position accounts for 0.01% of the portfolio, ranked #1287.

Integrated Wealth Concepts first reported a position in XME in Q1 2023 and has held it in 14 quarters since. The position peaked at $959K in Q1 2026. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

  • Integrated Wealth Concepts held 8,249 shares of State Street SPDR S&P Metals & Mining ETF worth $882K as of Q2 2026.
  • Integrated Wealth Concepts sold 633 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $74.3K.
  • State Street SPDR S&P Metals & Mining ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1287 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2023 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's State Street SPDR S&P Metals & Mining ETF position peaked at $959K 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.