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

Modern 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	$1.02M	Sell	9,268 -8	-0.1%	-$935	0.02%	420
2025 Q4	$961K	Sell	9,276 -315	-3%	-$31.1K	0.02%	409
2025 Q3	$894K	Sell	9,591 -393	-4%	-$31.4K	0.02%	412
2025 Q2	$671K	Sell	9,984 -495	-5%	-$29.4K	0.02%	433
2025 Q1	$587K	Buy	10,479 +238	+2%	+$14K	0.02%	386
2024 Q4	$581K	Buy	10,241 +569	+6%	+$36.6K	0.02%	333
2024 Q3	$616K	Buy	9,672 +966	+11%	+$57.8K	0.04%	224
2024 Q2	$517K	Sell	8,706 -424	-5%	-$26K	0.04%	217
2024 Q1	$550K	Buy	+9,130	New	+$521K	0.05%	168

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 $871B AUM 31.28% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Modern Wealth Management's XME Position: Q1 2026 in Review

Modern Wealth Management reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 0.09% in Q1 2026, selling an estimated $935 and leaving 9,268 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #420.

Modern Wealth Management first reported a position in XME in Q1 2024 and has held it in 9 quarters since. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

Modern Wealth Management held 9,268 shares of State Street SPDR S&P Metals & Mining ETF worth $1.02M as of Q1 2026.
Modern Wealth Management sold 8 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $935.
State Street SPDR S&P Metals & Mining ETF made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #420 holding.
Modern Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2024 and has held it in 9 quarters since.
419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.