LFA
XME icon

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

Legend Financial Advisors’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 		$6.69M Sell
62,547
-3,376
-5% -$396K 3.8% 11
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

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

Legend Financial Advisors's XME Position: Q2 2026 in Review

Legend Financial Advisors reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 5.1% in Q2 2026, selling an estimated $396K and leaving 62,547 shares worth $6.69M. The position accounts for 3.8% of the portfolio, ranked #11.

Legend Financial Advisors first reported a position in XME in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.1M in Q3 2025. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

  • Legend Financial Advisors held 62,547 shares of State Street SPDR S&P Metals & Mining ETF worth $6.69M as of Q2 2026.
  • Legend Financial Advisors sold 3,376 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $396K.
  • State Street SPDR S&P Metals & Mining ETF made up 3.8% of Legend Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Legend Financial Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2021 and has held it in 21 quarters since.
  • Legend Financial Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $10.1M in Q3 2025.
  • 457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.