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

Optima Capital’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	–	Sell	-6,627	Closed	-$687K	–	1328
2025 Q4	$687K	Buy	+6,627	New	+$655K	0.3%	75

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

D.E. Shaw & Co New York $210B AUM 57.28% 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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Optima Capital's XME Position: Q1 2026 in Review

Optima Capital sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2026, closing a stake of 6,627 shares — an estimated $687K sold.

Optima Capital first reported a position in XME in Q4 2025 and held it in 1 quarter. The position peaked at $687K in Q4 2025. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

Optima Capital reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 6,627 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $687K.
Optima Capital first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2025 and held it in 1 quarter.
Optima Capital's State Street SPDR S&P Metals & Mining ETF position peaked at $687K in Q4 2025.
419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.