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 Q2	$4.99M	Sell	46,621 -3,567	-7%	-$419K	1.98%	19
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 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

Norris Financial Group's XME Position: Q2 2026 in Review

Norris Financial Group reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 7.1% in Q2 2026, selling an estimated $419K and leaving 46,621 shares worth $4.99M. The position accounts for 1.98% of the portfolio, ranked #19.

Norris Financial Group first reported a position in XME in Q1 2021 and has held it in 9 quarters since. The position peaked at $5.85M in Q1 2022. 456 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Norris Financial Group held 46,621 shares of State Street SPDR S&P Metals & Mining ETF worth $4.99M as of Q2 2026.
Norris Financial Group sold 3,567 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $419K.
State Street SPDR S&P Metals & Mining ETF made up 1.98% of Norris Financial Group's portfolio in Q2 2026, its #19 holding.
Norris Financial Group first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2021 and has held it in 9 quarters since.
Norris Financial Group's State Street SPDR S&P Metals & Mining ETF position peaked at $5.85M in Q1 2022.
456 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.