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

Pettinga Financial Advisors’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 Q3	$994K	Sell	9,594 -3,880	-29%	-$426K	0.16%	69
2026 Q2	$1.44M	Buy	13,474 +4,630	+52%	+$544K	0.23%	62
2026 Q1	$955K	Sell	8,844 -525	-6%	-$61.3K	0.18%	69
2025 Q4	$971K	Sell	9,369 -3,500	-27%	-$346K	0.18%	73
2025 Q3	$1.2M	Sell	12,869 -1,515	-11%	-$121K	0.23%	61
2025 Q2	$967K	Buy	14,384 +340	+2%	+$20.2K	0.21%	64
2025 Q1	$786K	Buy	14,044 +30	+0.2%	+$1.76K	0.18%	69
2024 Q4	$795K	Buy	14,014 +3,450	+33%	+$222K	0.18%	66
2024 Q3	$673K	Buy	10,564 +3,985	+61%	+$239K	0.16%	64
2024 Q2	$390K	Sell	6,579 -660	-9%	-$40.4K	0.1%	84
2024 Q1	$436K	Buy	+7,239	New	+$413K	0.11%	82
2023 Q1	–	Sell	-4,364	Closed	-$217K	–	112
2022 Q4	$217K	Buy	+4,364	New	+$216K	0.07%	92
2022 Q2	–	Sell	-4,084	Closed	-$250K	–	115
2022 Q1	$250K	Sell	4,084 -23,520	-85%	-$1.2M	0.06%	94
2021 Q4	$1.24M	Buy	27,604 +5,118	+23%	+$224K	0.3%	50
2021 Q3	$939K	Buy	22,486 +7,430	+49%	+$321K	0.24%	53
2021 Q2	$648K	Sell	15,056 -1,151	-7%	-$50K	0.17%	64
2021 Q1	$647K	Buy	+16,207	New	+$597K	0.19%	62

Other funds holding XME

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Pettinga Financial Advisors's XME Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 29% in Q3 2026, selling an estimated $426K and leaving 9,594 shares worth $994K. The position accounts for 0.16% of the portfolio, ranked #69.

Pettinga Financial Advisors first reported a position in XME in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.44M in Q2 2026. 33 funds tracked by Wall St. Rank hold XME as of Q3 2026.

Pettinga Financial Advisors held 9,594 shares of State Street SPDR S&P Metals & Mining ETF worth $994K as of Q3 2026.
Pettinga Financial Advisors sold 3,880 State Street SPDR S&P Metals & Mining ETF shares in Q3 2026, an estimated $426K.
State Street SPDR S&P Metals & Mining ETF made up 0.16% of Pettinga Financial Advisors's portfolio in Q3 2026, its #69 holding.
Pettinga Financial Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2021 and has held it in 17 quarters since.
Pettinga Financial Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $1.44M in Q2 2026.
33 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.