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 Q2	$4.5M	Buy	42,065 +1,227	+3%	+$144K	0.14%	143
2026 Q1	$4.41M	Buy	40,838 +13,337	+48%	+$1.56M	0.15%	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 $1.55T 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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

Meridian Wealth Management increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 3% in Q2 2026, buying an estimated $144K and bringing the position to 42,065 shares worth $4.5M. The position accounts for 0.14% of the portfolio, ranked #143.

Meridian Wealth Management first reported a position in XME in Q4 2021 and has held it in 15 quarters since. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Meridian Wealth Management held 42,065 shares of State Street SPDR S&P Metals & Mining ETF worth $4.5M as of Q2 2026.
Meridian Wealth Management bought 1,227 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $144K.
State Street SPDR S&P Metals & Mining ETF made up 0.14% of Meridian Wealth Management's portfolio in Q2 2026, its #143 holding.
Meridian Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2021 and has held it in 15 quarters since.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.