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

Nelson Capital 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	$231K	Buy	2,163 +200	+10%	+$23.5K	0.03%	113
2026 Q1	$212K	Hold	1,963	–	–	0.03%	105
2025 Q4	$203K	Buy	+1,963	New	+$194K	0.02%	106

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

Nelson Capital Management's XME Position: Q2 2026 in Review

Nelson Capital Management increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 10% in Q2 2026, buying an estimated $23.5K and bringing the position to 2,163 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #113.

Nelson Capital Management first reported a position in XME in Q4 2025 and has held it in 3 quarters since. 456 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Nelson Capital Management held 2,163 shares of State Street SPDR S&P Metals & Mining ETF worth $231K as of Q2 2026.
Nelson Capital Management bought 200 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $23.5K.
State Street SPDR S&P Metals & Mining ETF made up 0.03% of Nelson Capital Management's portfolio in Q2 2026, its #113 holding.
Nelson Capital Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2025 and has held it in 3 quarters since.
456 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.