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

Moulton 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 		$355K Buy
+3,346
New +$393K 0.23% 60
2026
Q1 		– Sell
-23,338
Closed -$2.51M – 81
2025
Q4 		$2.51M Buy
+23,338
New +$2.31M 2.38% 10

Other funds holding XME

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

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

Moulton Wealth Management opened a new position in State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2026: 3,346 shares worth $355K. The stake represents 0.23% of the portfolio and ranks #60 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in XME as recently as Q4 2025.

Moulton Wealth Management first reported a position in XME in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.51M in Q4 2025. 86 funds tracked by Wall St. Rank hold XME as of Q2 2026.

  • Moulton Wealth Management held 3,346 shares of State Street SPDR S&P Metals & Mining ETF worth $355K as of Q2 2026.
  • State Street SPDR S&P Metals & Mining ETF was a new Moulton Wealth Management position in Q2 2026.
  • State Street SPDR S&P Metals & Mining ETF made up 0.23% of Moulton Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Moulton Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2025 and has held it in 2 quarters since.
  • Moulton Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $2.51M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.