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MWM
Meridian Wealth Management’s
State Street SPDR S&P Metals & Mining ETF
XME
Stock Holding History
Meridian 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
Q1
$4.41M
Buy
40,838
+13,337
+48%
+$1.56M
0.16%
126
2025
Q4
$2.85M
Sell
27,501
-1,228
-4%
-$121K
0.1%
180
2025
Q3
$2.68M
Buy
28,729
+18,359
+177%
+$1.46M
0.1%
177
2025
Q2
$697K
Buy
10,370
+2,061
+25%
+$122K
0.03%
381
2025
Q1
$465K
Buy
8,309
+1,978
+31%
+$116K
0.02%
425
2024
Q4
$359K
Buy
+6,331
New
+$408K
0.02%
485
2023
Q4
–
Sell
-26,572
Closed
-$1.4M
–
617
2023
Q3
$1.4M
Sell
26,572
-12,598
-32%
-$653K
0.09%
193
2023
Q2
$1.99M
Buy
39,170
+2,625
+7%
+$129K
0.17%
123
2023
Q1
$1.94M
Buy
36,545
+14,205
+64%
+$773K
0.17%
128
2022
Q4
$1.11M
Sell
22,340
-6,089
-21%
-$302K
0.11%
177
2022
Q3
$1.21M
Buy
28,429
+4,905
+21%
+$230K
0.13%
163
2022
Q2
$1.02M
Buy
23,524
+18,899
+409%
+$1.03M
0.08%
246
2022
Q1
$283K
Buy
4,625
+1
+0%
+$51
0.03%
325
2021
Q4
$207K
Buy
+4,624
New
+$202K
0.02%
381
Other funds holding XME
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B 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
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
VU
Vanderbilt University
Nashville, Tennessee
$526M AUM
31.17%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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