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

PlanVest Financial’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 		$16K Hold
149
– – 0.01% 363
2026
Q1 		$16.1K Buy
+149
New +$17.4K 0.01% 338

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VU
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

PlanVest Financial's XME Position: Q2 2026 in Review

PlanVest Financial held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q2 2026 at 149 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #363.

PlanVest Financial first reported a position in XME in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.1K in Q1 2026. 444 funds tracked by Wall St. Rank hold XME as of Q2 2026.

  • PlanVest Financial held 149 shares of State Street SPDR S&P Metals & Mining ETF worth $16K as of Q2 2026.
  • PlanVest Financial 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 0.01% of PlanVest Financial's portfolio in Q2 2026, its #363 holding.
  • PlanVest Financial first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's State Street SPDR S&P Metals & Mining ETF position peaked at $16.1K in Q1 2026.
  • 444 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.