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

Kaizen Financial 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 Q1	–	Sell	-2,144	Closed	-$222K	–	191
2025 Q4	$222K	Buy	+2,144	New	+$212K	0.1%	150
2024 Q3	–	Sell	-3,820	Closed	-$236K	–	150
2024 Q2	$236K	Buy	3,820 +400	+12%	+$24.5K	0.15%	113
2024 Q1	$206K	Buy	+3,420	New	+$195K	0.14%	118

Other funds holding XME

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Kaizen Financial Strategies's XME Position: Q1 2026 in Review

Kaizen Financial Strategies sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2026, closing a stake of 2,144 shares — an estimated $222K sold.

Kaizen Financial Strategies first reported a position in XME in Q1 2024 and held it in 3 quarters. The position peaked at $236K in Q2 2024. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

Kaizen Financial Strategies reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2026 after selling out during the quarter.
Kaizen Financial Strategies sold 2,144 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $222K.
Kaizen Financial Strategies first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2024 and held it in 3 quarters.
Kaizen Financial Strategies's State Street SPDR S&P Metals & Mining ETF position peaked at $236K in Q2 2024.
419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.