Kestra Advisory Services’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Kestra Advisory Services’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	$1.36M	Sell	12,698 -6,703	-35%	-$787K	﹤0.01%	1613
2026 Q1	$2.1M	Buy	19,401 +618	+3%	+$72.2K	0.01%	1271
2025 Q4	$1.95M	Sell	18,783 -42	-0.2%	-$4.15K	0.01%	1218
2025 Q3	$1.75M	Buy	18,825 +7,530	+67%	+$601K	0.01%	1231
2025 Q2	$759K	Sell	11,295 -100,153	-90%	-$5.95M	﹤0.01%	1671
2025 Q1	$6.24M	Sell	111,448 -10,643	-9%	-$625K	0.03%	496
2024 Q4	$6.93M	Sell	122,091 -3,758	-3%	-$242K	0.04%	461
2024 Q3	$8.02M	Sell	125,849 -19,788	-14%	-$1.18M	0.04%	432
2024 Q2	$8.64M	Buy	145,637 +32,384	+29%	+$1.98M	0.05%	398
2024 Q1	$6.83M	Buy	113,253 +20,517	+22%	+$1.17M	0.05%	421
2023 Q4	$5.55M	Buy	92,736 +157	+0.2%	+$8.31K	0.05%	419
2023 Q3	$4.86M	Buy	92,579 +6,709	+8%	+$348K	0.05%	398
2023 Q2	$4.36M	Sell	85,870 -7,687	-8%	-$378K	0.04%	415
2023 Q1	$4.97M	Sell	93,557 -11,337	-11%	-$617K	0.05%	356
2022 Q4	$5.22M	Buy	104,894 +7,240	+7%	+$359K	0.05%	423
2022 Q3	$4.15M	Buy	97,654 +1,322	+1%	+$62K	0.04%	426
2022 Q2	$4.18M	Sell	96,332 -12,871	-12%	-$699K	0.04%	405
2022 Q1	$6.69M	Buy	109,203 +19,882	+22%	+$1.01M	0.07%	303
2021 Q4	$4M	Buy	89,321 +374	+0.4%	+$16.4K	0.04%	431
2021 Q3	$3.71M	Sell	88,947 -7,235	-8%	-$313K	0.04%	489
2021 Q2	$4.14M	Buy	96,182 +19,429	+25%	+$844K	0.05%	407
2021 Q1	$3.06M	Buy	76,753 +17,196	+29%	+$633K	0.04%	466
2020 Q4	$1.99M	Buy	+59,557	New	+$1.69M	0.02%	599

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

Kestra Advisory Services's XME Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 35% in Q2 2026, selling an estimated $787K and leaving 12,698 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Kestra Advisory Services first reported a position in XME in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.64M in Q2 2024. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Kestra Advisory Services held 12,698 shares of State Street SPDR S&P Metals & Mining ETF worth $1.36M as of Q2 2026.
Kestra Advisory Services sold 6,703 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $787K.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1613 holding.
Kestra Advisory Services first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2020 and has held it in 23 quarters since.
Kestra Advisory Services's State Street SPDR S&P Metals & Mining ETF position peaked at $8.64M in Q2 2024.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.