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

Juncture Wealth Strategies’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	$2.73M	Buy	25,506 +12,942	+103%	+$1.52M	0.71%	35
2026 Q1	$1.36M	Buy	+12,564	New	+$1.47M	0.45%	44
2022 Q1	–	Sell	-10,555	Closed	-$473K	–	135
2021 Q4	$473K	Buy	+10,555	New	+$462K	0.23%	87
2018 Q4	–	Sell	-81,682	Closed	-$2.79M	–	119
2018 Q3	$2.79M	Sell	81,682 -47,167	-37%	-$1.65M	1.46%	20
2018 Q2	$4.57M	Buy	128,849 +72,111	+127%	+$2.63M	2.45%	11
2018 Q1	$1.93M	Sell	56,738 -114,144	-67%	-$4.2M	1.08%	27
2017 Q4	$6.21M	Sell	170,882 -20,080	-11%	-$655K	3.49%	8
2017 Q3	$6.14M	Buy	190,962 +12,004	+7%	+$376K	3.45%	9
2017 Q2	$5.36M	Buy	178,958 +22,665	+15%	+$668K	3.08%	9
2017 Q1	$4.75M	Buy	156,293 +11,912	+8%	+$384K	2.92%	9
2016 Q4	$4.39M	Buy	144,381 +27,837	+24%	+$802K	3.04%	9
2016 Q3	$3.09M	Buy	+116,544	New	+$3.12M	2.09%	17

Other funds holding XME

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

FFG

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

FWA

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

TBC

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

1WA

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

Juncture Wealth Strategies's XME Position: Q2 2026 in Review

Juncture Wealth Strategies increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 103% in Q2 2026, buying an estimated $1.52M and bringing the position to 25,506 shares worth $2.73M. The position accounts for 0.71% of the portfolio, ranked #35.

Juncture Wealth Strategies first reported a position in XME in Q3 2016 and has held it in 12 quarters since. The position peaked at $6.21M in Q4 2017. 126 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Juncture Wealth Strategies held 25,506 shares of State Street SPDR S&P Metals & Mining ETF worth $2.73M as of Q2 2026.
Juncture Wealth Strategies bought 12,942 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $1.52M.
State Street SPDR S&P Metals & Mining ETF made up 0.71% of Juncture Wealth Strategies's portfolio in Q2 2026, its #35 holding.
Juncture Wealth Strategies first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2016 and has held it in 12 quarters since.
Juncture Wealth Strategies's State Street SPDR S&P Metals & Mining ETF position peaked at $6.21M in Q4 2017.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.