Level Four Advisory Services’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Level Four Advisory Services’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	-2,335	Closed	-$242K	–	905
2025 Q4	$242K	Buy	+2,335	New	+$231K	0.01%	749
2023 Q1	–	Sell	-4,600	Closed	-$229K	–	830
2022 Q4	$229K	Buy	+4,600	New	+$228K	0.02%	585
2022 Q3	–	Sell	-4,600	Closed	-$200K	–	595
2022 Q2	$200K	Buy	4,600 +50	+1%	+$2.71K	0.02%	526
2022 Q1	$279K	Buy	+4,550	New	+$232K	0.02%	525

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

D.E. Shaw & Co New York $210B AUM 57.28% 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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Level Four Advisory Services's XME Position: Q1 2026 in Review

Level Four Advisory Services sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2026, closing a stake of 2,335 shares — an estimated $242K sold.

Level Four Advisory Services first reported a position in XME in Q1 2022 and held it in 4 quarters. The position peaked at $279K in Q1 2022. 420 funds tracked by Wall St. Rank hold XME as of Q1 2026.

Level Four Advisory Services reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2026 after selling out during the quarter.
Level Four Advisory Services sold 2,335 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $242K.
Level Four Advisory Services first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2022 and held it in 4 quarters.
Level Four Advisory Services's State Street SPDR S&P Metals & Mining ETF position peaked at $279K in Q1 2022.
420 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.