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 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

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

Pettinga Financial Advisors's XME Position: Q2 2026 in Review

Pettinga Financial Advisors increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 52% in Q2 2026, buying an estimated $544K and bringing the position to 13,474 shares worth $1.44M. The position accounts for 0.23% of the portfolio, ranked #62.

Pettinga Financial Advisors first reported a position in XME in Q1 2021 and has held it in 16 quarters since. 456 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Pettinga Financial Advisors held 13,474 shares of State Street SPDR S&P Metals & Mining ETF worth $1.44M as of Q2 2026.
Pettinga Financial Advisors bought 4,630 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $544K.
State Street SPDR S&P Metals & Mining ETF made up 0.23% of Pettinga Financial Advisors's portfolio in Q2 2026, its #62 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 16 quarters since.
456 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.