Keudell/Morrison Wealth Management’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Keudell/Morrison Wealth Management’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	$314K	Buy	2,935 +25	+0.9%	+$2.94K	0.06%	190
2026 Q1	$314K	Buy	2,910 +115	+4%	+$13.4K	0.06%	180
2025 Q4	$290K	Buy	+2,795	New	+$276K	0.06%	186
2022 Q2	–	Sell	-3,316	Closed	-$203K	–	186
2022 Q1	$203K	Buy	+3,316	New	+$169K	0.08%	172
2021 Q4	–	Sell	-116,821	Closed	-$4.88M	–	202
2021 Q3	$4.88M	Sell	116,821 -8,034	-6%	-$347K	2.09%	6
2021 Q2	$5.38M	Sell	124,855 -5,194	-4%	-$226K	2.94%	4
2021 Q1	$5.19M	Sell	130,049 -12,543	-9%	-$462K	3.01%	3
2020 Q4	$4.77M	Sell	142,592 -15,654	-10%	-$444K	3.03%	3
2020 Q3	$3.68M	Buy	+158,246	New	+$3.74M	2.36%	5

Other funds holding XME

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

1WA

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

AIP

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

JWS

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

Keudell/Morrison Wealth Management's XME Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 0.86% in Q2 2026, buying an estimated $2.94K and bringing the position to 2,935 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #190.

Keudell/Morrison Wealth Management first reported a position in XME in Q3 2020 and has held it in 9 quarters since. The position peaked at $5.38M in Q2 2021. 60 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Keudell/Morrison Wealth Management held 2,935 shares of State Street SPDR S&P Metals & Mining ETF worth $314K as of Q2 2026.
Keudell/Morrison Wealth Management bought 25 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $2.94K.
State Street SPDR S&P Metals & Mining ETF made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #190 holding.
Keudell/Morrison Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2020 and has held it in 9 quarters since.
Keudell/Morrison Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $5.38M in Q2 2021.
60 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.