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Lodestone Wealth Management’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Lodestone Wealth Management’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 		$22.1K Sell
206
-18
-8% -$2.11K 0.01% 408
2026
Q1 		$24.2K Sell
224
-18
-7% -$2.1K 0.01% 387
2025
Q4 		$25.1K Buy
+242
New +$23.9K 0.01% 377

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

Lodestone Wealth Management's XME Position: Q2 2026 in Review

Lodestone Wealth Management reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 8% in Q2 2026, selling an estimated $2.11K and leaving 206 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #408.

Lodestone Wealth Management first reported a position in XME in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.1K in Q4 2025. 458 funds tracked by Wall St. Rank hold XME as of Q2 2026.

  • Lodestone Wealth Management held 206 shares of State Street SPDR S&P Metals & Mining ETF worth $22.1K as of Q2 2026.
  • Lodestone Wealth Management sold 18 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $2.11K.
  • State Street SPDR S&P Metals & Mining ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #408 holding.
  • Lodestone Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $25.1K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.