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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

MGB Wealth Management's XME Position: Q4 2025 in Review

MGB Wealth Management increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 5.8% in Q4 2025, buying an estimated $49.6K and bringing the position to 9,194 shares worth $953K. The position accounts for 0.27% of the portfolio, ranked #75.

MGB Wealth Management first reported a position in XME in Q4 2023 and has held it in 9 quarters since. 376 funds tracked by Wall St. Rank hold XME as of Q4 2025.

MGB Wealth Management held 9,194 shares of State Street SPDR S&P Metals & Mining ETF worth $953K as of Q4 2025.
MGB Wealth Management bought 502 State Street SPDR S&P Metals & Mining ETF shares in Q4 2025, an estimated $49.6K.
State Street SPDR S&P Metals & Mining ETF made up 0.27% of MGB Wealth Management's portfolio in Q4 2025, its #75 holding.
MGB Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2023 and has held it in 9 quarters since.
376 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.