Larry Mathis Financial Planning’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Larry Mathis Financial Planning’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	$212K	Sell	1,979 -2,542	-56%	-$298K	0.16%	138
2026 Q1	$488K	Buy	+4,521	New	+$528K	0.44%	53

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

Larry Mathis Financial Planning's XME Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 56% in Q2 2026, selling an estimated $298K and leaving 1,979 shares worth $212K. The position accounts for 0.16% of the portfolio, ranked #138.

Larry Mathis Financial Planning first reported a position in XME in Q1 2026 and has held it in 2 quarters since. The position peaked at $488K in Q1 2026. 455 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Larry Mathis Financial Planning held 1,979 shares of State Street SPDR S&P Metals & Mining ETF worth $212K as of Q2 2026.
Larry Mathis Financial Planning sold 2,542 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $298K.
State Street SPDR S&P Metals & Mining ETF made up 0.16% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #138 holding.
Larry Mathis Financial Planning first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2026 and has held it in 2 quarters since.
Larry Mathis Financial Planning's State Street SPDR S&P Metals & Mining ETF position peaked at $488K in Q1 2026.
455 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.