Lake Hills Wealth Management’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Lake Hills 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 Q1	–	Sell	-79,764	Closed	-$8.26M	–	81
2025 Q4	$8.26M	Buy	+79,764	New	+$7.88M	4.31%	7
2025 Q2	–	Sell	-124,714	Closed	-$6.98M	–	69
2025 Q1	$6.98M	Buy	124,714 +72,146	+137%	+$4.24M	4.82%	8
2024 Q4	$2.98M	Buy	52,568 +8,518	+19%	+$548K	2.04%	20
2024 Q3	$2.81M	Sell	44,050 -2,099	-5%	-$126K	1.88%	21
2024 Q2	$2.74M	Buy	46,149 +12,181	+36%	+$746K	1.97%	19
2024 Q1	$2.05M	Buy	+33,968	New	+$1.94M	1.84%	20
2023 Q4	–	Sell	-40,784	Closed	-$2.14M	–	45
2023 Q3	$2.14M	Buy	40,784 +6,164	+18%	+$319K	2.17%	12
2023 Q2	$1.76M	Buy	+34,620	New	+$1.7M	1.92%	20

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 $11.5B AUM 52.5% 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 $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Lake Hills Wealth Management's XME Position: Q1 2026 in Review

Lake Hills Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2026, closing a stake of 79,764 shares — an estimated $8.26M sold.

Lake Hills Wealth Management first reported a position in XME in Q2 2023 and held it in 8 quarters. The position peaked at $8.26M in Q4 2025. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

Lake Hills Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2026 after selling out during the quarter.
Lake Hills Wealth Management sold 79,764 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $8.26M.
Lake Hills Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2023 and held it in 8 quarters.
Lake Hills Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $8.26M in Q4 2025.
419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Lake Hills Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.