Okabena Investment Services’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Okabena Investment Services’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	$6.99M	Hold	65,387	–	–	1.25%	23
2026 Q1	$7.06M	Hold	65,387	–	–	1.36%	21
2025 Q4	$6.77M	Hold	65,387	–	–	1.29%	22
2025 Q3	$6.09M	Hold	65,387	–	–	1.18%	21
2025 Q2	$4.4M	Hold	65,387	–	–	0.98%	22
2025 Q1	$3.66M	Sell	65,387 -4,683	-7%	-$275K	0.92%	23
2024 Q4	$3.98M	Hold	70,070	–	–	1.11%	22
2024 Q3	$4.46M	Hold	70,070	–	–	1.26%	20
2024 Q2	$4.16M	Hold	70,070	–	–	1.32%	22
2024 Q1	$4.22M	Hold	70,070	–	–	1.41%	20
2023 Q4	$4.19M	Buy	+70,070	New	+$3.71M	1.63%	16
2022 Q4	–	Sell	-54,087	Closed	-$2.3M	–	255
2022 Q3	$2.3M	Hold	54,087	–	–	1.11%	29
2022 Q2	$2.35M	Hold	54,087	–	–	1.21%	23
2022 Q1	$3.31M	Buy	54,087 +22,915	+74%	+$1.17M	1.4%	15
2021 Q4	$1.4M	Hold	31,172	–	–	0.53%	51
2021 Q3	$1.3M	Hold	31,172	–	–	0.68%	41
2021 Q2	$1.34M	Hold	31,172	–	–	0.63%	42
2021 Q1	$1.24M	Hold	31,172	–	–	0.67%	41
2020 Q4	$1.04M	Hold	31,172	–	–	0.61%	49
2020 Q3	$724K	Hold	31,172	–	–	0.55%	59
2020 Q2	$661K	Buy	31,172 +14,863	+91%	+$293K	0.58%	54
2020 Q1	$263K	Hold	16,309	–	–	0.3%	57
2019 Q4	$478K	Buy	+16,309	New	+$445K	0.44%	51

Other funds holding XME

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Okabena Investment Services's XME Position: Q2 2026 in Review

Okabena Investment Services held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q2 2026 at 65,387 shares worth $6.99M. The position accounts for 1.25% of the portfolio, ranked #23.

Okabena Investment Services first reported a position in XME in Q4 2019 and has held it in 23 quarters since. The position peaked at $7.06M in Q1 2026. 328 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Okabena Investment Services held 65,387 shares of State Street SPDR S&P Metals & Mining ETF worth $6.99M as of Q2 2026.
Okabena Investment Services left its State Street SPDR S&P Metals & Mining ETF share count unchanged in Q2 2026.
State Street SPDR S&P Metals & Mining ETF made up 1.25% of Okabena Investment Services's portfolio in Q2 2026, its #23 holding.
Okabena Investment Services first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2019 and has held it in 23 quarters since.
Okabena Investment Services's State Street SPDR S&P Metals & Mining ETF position peaked at $7.06M in Q1 2026.
328 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.