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

JFS Wealth Advisors’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	$1.61K	Hold	15	–	–	﹤0.01%	1676
2026 Q1	$1.62K	Buy	+15	New	+$1.75K	﹤0.01%	1567
2017 Q4	–	Hold	0	–	–	–	561
2017 Q3	–	Hold	0	–	–	–	463
2017 Q2	–	Hold	0	–	–	–	454
2017 Q1	–	Hold	0	–	–	–	446
2016 Q4	–	Hold	0	–	–	–	495
2016 Q3	–	Hold	0	–	–	–	519
2016 Q2	–	Hold	0	–	–	–	634
2016 Q1	–	Hold	0	–	–	–	667
2015 Q4	–	Hold	0	–	–	–	565
2015 Q3	–	Hold	0	–	–	–	581
2015 Q2	–	Hold	0	–	–	–	530
2015 Q1	–	Hold	0	–	–	–	547
2014 Q4	–	Hold	0	–	–	–	546
2014 Q3	–	Hold	0	–	–	–	509
2014 Q2	–	Hold	0	–	–	–	492

Other funds holding XME

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return