Pinnacle Associates’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Pinnacle Associates’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	$2.47M	Buy	23,091 +500	+2%	+$58.7K	0.03%	386
2026 Q1	$2.44M	Sell	22,591 -6	-0%	-$701	0.03%	369
2025 Q4	$2.34M	Buy	22,597 +400	+2%	+$39.5K	0.03%	372
2025 Q3	$2.07M	Sell	22,197 -457	-2%	-$36.5K	0.03%	384
2025 Q2	$1.52M	Sell	22,654 -172	-0.8%	-$10.2K	0.02%	429
2025 Q1	$1.28M	Buy	22,826 +850	+4%	+$49.9K	0.02%	450
2024 Q4	$1.25M	Sell	21,976 -2,737	-11%	-$176K	0.02%	445
2024 Q3	$1.48M	Buy	24,713 +2,382	+11%	+$143K	0.03%	400
2024 Q2	$1.32M	Sell	22,331 -102	-0.5%	-$6.24K	0.02%	423
2024 Q1	$1.35M	Sell	22,433 -2,280	-9%	-$130K	0.02%	430
2023 Q4	$1.48M	Sell	24,713 -205	-0.8%	-$10.9K	0.02%	405
2023 Q3	$1.31M	Sell	24,918 -242	-1%	-$12.5K	0.02%	414
2023 Q2	$1.28M	Sell	25,160 -783	-3%	-$38.5K	0.02%	431
2023 Q1	$1.38M	Sell	25,943 -130	-0.5%	-$7.07K	0.03%	361
2022 Q4	$1.3M	Sell	26,073 -800	-3%	-$39.7K	0.03%	361
2022 Q3	$1.14M	Sell	26,873 -141,253	-84%	-$6.62M	0.03%	378
2022 Q2	$7.3M	Buy	168,126 +4,314	+3%	+$234K	0.16%	161
2022 Q1	$10M	Sell	163,812 -5,211	-3%	-$265K	0.18%	149
2021 Q4	$7.57M	Sell	169,023 -20,677	-11%	-$905K	0.13%	174
2021 Q3	$7.92M	Buy	189,700 +155,645	+457%	+$6.73M	0.15%	165
2021 Q2	$1.47M	Buy	34,055 +17,820	+110%	+$774K	0.03%	376
2021 Q1	$648K	Buy	+16,235	New	+$598K	0.01%	494
2018 Q4	–	Sell	-7,525	Closed	-$257K	–	721
2018 Q3	$257K	Buy	+7,525	New	+$263K	0.01%	635

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

Pinnacle Associates's XME Position: Q2 2026 in Review

Pinnacle Associates increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 2.2% in Q2 2026, buying an estimated $58.7K and bringing the position to 23,091 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #386.

Pinnacle Associates first reported a position in XME in Q3 2018 and has held it in 23 quarters since. The position peaked at $10M in Q1 2022. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Pinnacle Associates held 23,091 shares of State Street SPDR S&P Metals & Mining ETF worth $2.47M as of Q2 2026.
Pinnacle Associates bought 500 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $58.7K.
State Street SPDR S&P Metals & Mining ETF made up 0.03% of Pinnacle Associates's portfolio in Q2 2026, its #386 holding.
Pinnacle Associates first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2018 and has held it in 23 quarters since.
Pinnacle Associates's State Street SPDR S&P Metals & Mining ETF position peaked at $10M in Q1 2022.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.