Legend Financial Advisors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.12M	Sell	65,923 -26,395	-29%	-$3.08M	4.59%	10
2025 Q4	$9.57M	Sell	92,318 -15,676	-15%	-$1.55M	5.79%	6
2025 Q3	$10.1M	Sell	107,994 -15,211	-12%	-$1.21M	6.17%	5
2025 Q2	$8.28M	Sell	123,205 -2,240	-2%	-$133K	5.5%	7
2025 Q1	$7.02M	Buy	125,445 +1,039	+0.8%	+$61.1K	5.16%	10
2024 Q4	$7.06M	Buy	124,406 +1,140	+0.9%	+$73.4K	4.98%	10
2024 Q3	$7.85M	Buy	123,266 +7,462	+6%	+$447K	5.42%	9
2024 Q2	$6.87M	Sell	115,804 -361	-0.3%	-$22.1K	4.88%	9
2024 Q1	$7M	Buy	116,165 +2,049	+2%	+$117K	5.07%	10
2023 Q4	$6.83M	Buy	114,116 +711	+0.6%	+$37.6K	5.49%	9
2023 Q3	$5.95M	Buy	113,405 +103	+0.1%	+$5.34K	5.08%	9
2023 Q2	$5.76M	Buy	113,302 +6,714	+6%	+$330K	4.81%	10
2023 Q1	$5.67M	Buy	106,588 +2,431	+2%	+$132K	4.76%	10
2022 Q4	$5.19M	Sell	104,157 -206	-0.2%	-$10.2K	4.53%	10
2022 Q3	$4.43M	Sell	104,363 -2,349	-2%	-$110K	4.17%	13
2022 Q2	$4.63M	Sell	106,712 -36,354	-25%	-$1.97M	4.79%	13
2022 Q1	$5.97M	Buy	143,066 +10,652	+8%	+$543K	3.79%	9
2021 Q4	$5.93M	Sell	132,414 -10,652	-7%	-$466K	4.14%	9
2021 Q3	$5.97M	Buy	143,066 +12,896	+10%	+$558K	3.79%	9
2021 Q2	$5.61M	Buy	+130,170	New	+$5.66M	3.61%	9