MWM
XME icon

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

MGB 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
2025
Q4 		$953K Buy
9,194
+502
+6% +$49.6K 0.27% 75
2025
Q3 		$810K Buy
8,692
+701
+9% +$55.9K 0.23% 92
2025
Q2 		$537K Buy
7,991
+1,150
+17% +$68.3K 0.18% 118
2025
Q1 		$383K Sell
6,841
-1,099
-14% -$64.6K 0.14% 144
2024
Q4 		$451K Hold
7,940
– – 0.14% 126
2024
Q3 		$506K Sell
7,940
-2,079
-21% -$124K 0.18% 118
2024
Q2 		$637K Hold
10,019
– – 0.24% 93
2024
Q1 		$604K Buy
10,019
+835
+9% +$47.7K 0.25% 97
2023
Q4 		$549K Buy
+9,184
New +$486K 0.28% 101

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return