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

Marshall Investment 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
Q1 		$964K Buy
8,921
+2,226
+33% +$260K 0.46% 49
2025
Q4 		$694K Buy
+6,695
New +$662K 0.35% 51
2025
Q2 		– Sell
-31
Closed -$1.74K – 238
2025
Q1 		$1.74K Buy
+31
New +$1.82K ﹤0.01% 220

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Marshall Investment Management's XME Position: Q1 2026 in Review

Marshall Investment Management increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 33% in Q1 2026, buying an estimated $260K and bringing the position to 8,921 shares worth $964K. The position accounts for 0.46% of the portfolio, ranked #49.

Marshall Investment Management first reported a position in XME in Q1 2025 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

  • Marshall Investment Management held 8,921 shares of State Street SPDR S&P Metals & Mining ETF worth $964K as of Q1 2026.
  • Marshall Investment Management bought 2,226 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $260K.
  • State Street SPDR S&P Metals & Mining ETF made up 0.46% of Marshall Investment Management's portfolio in Q1 2026, its #49 holding.
  • Marshall Investment Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2025 and has held it in 3 quarters since.
  • 419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.