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Legacy Wealth Management (Idaho)’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-507
Closed -$54.8K – 988
2026
Q1 		$54.8K Buy
507
+28
+6% +$3.27K 0.03% 253
2025
Q4 		$49.6K Buy
479
+229
+92% +$22.6K 0.02% 215
2025
Q3 		$23.3K Hold
250
– – 0.01% 252
2025
Q2 		$16.8K Hold
250
– – 0.01% 257
2025
Q1 		$14K Hold
250
– – 0.01% 285
2024
Q4 		$15.1K Hold
250
– – 0.01% 247
2024
Q3 		$16.5K Buy
+250
New +$15K 0.01% 249

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VU
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s XME Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2026, closing a stake of 507 shares — an estimated $54.8K sold.

Legacy Wealth Management (Idaho) first reported a position in XME in Q3 2024 and held it in 7 quarters. The position peaked at $54.8K in Q1 2026. 458 funds tracked by Wall St. Rank hold XME as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 507 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $54.8K.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s State Street SPDR S&P Metals & Mining ETF position peaked at $54.8K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.