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Norris Financial Group’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Norris Financial Group’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 		$5.42M Sell
50,188
-36
-0.1% -$4.21K 1.77% 16
2025
Q4 		$5.2M Sell
50,224
-3,759
-7% -$371K 1.77% 15
2025
Q3 		$5.03M Buy
+53,983
New +$4.31M 1.84% 15
2022
Q2 		– Sell
-95,431
Closed -$5.85M – 91
2022
Q1 		$5.85M Buy
95,431
+17,983
+23% +$916K 3.53% 12
2021
Q4 		$3.47M Sell
77,448
-327
-0.4% -$14.3K 2.09% 13
2021
Q3 		$3.25M Sell
77,775
-21,795
-22% -$943K 2.15% 16
2021
Q2 		$4.29M Buy
99,570
+28,914
+41% +$1.26M 2.89% 12
2021
Q1 		$2.82M Buy
+70,656
New +$2.6M 2.07% 18

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B 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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return