Private Wealth Advisors (California)’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Private Wealth Advisors (California)’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	$3.34M	Sell	30,901 -7,777	-20%	-$909K	0.94%	35
2025 Q4	$4.01M	Sell	38,678 -13,269	-26%	-$1.31M	1.28%	27
2025 Q3	$4.84M	Sell	51,947 -1,046	-2%	-$83.5K	1.63%	19
2025 Q2	$3.56M	Buy	52,993 +659	+1%	+$39.1K	1.31%	31
2025 Q1	$2.93M	Buy	52,334 +1,224	+2%	+$71.9K	1.06%	34
2024 Q4	$2.9M	Sell	51,110 -287	-0.6%	-$18.5K	1.14%	33
2024 Q3	$3.28M	Sell	51,397 -113	-0.2%	-$6.77K	1.26%	31
2024 Q2	$3.1M	Sell	51,510 -16,197	-24%	-$992K	1.19%	29
2024 Q1	$4.08M	Sell	67,707 -1,687	-2%	-$96.3K	1.66%	23
2023 Q4	$4.15M	Buy	69,394 +14,138	+26%	+$748K	1.62%	23
2023 Q3	$2.9M	Sell	55,256 -23	-0%	-$1.19K	1.23%	27
2023 Q2	$2.81M	Buy	55,279 +716	+1%	+$35.2K	1.15%	26
2023 Q1	$2.9M	Sell	54,563 -61,782	-53%	-$3.36M	1.22%	25
2022 Q4	$5.8M	Sell	116,345 -12,201	-9%	-$605K	1.95%	22
2022 Q3	$5.46M	Buy	128,546 +258	+0.2%	+$12.1K	2.54%	12
2022 Q2	$6.6M	Buy	128,288 +48,050	+60%	+$2.61M	2.44%	15
2022 Q1	$4.92M	Buy	80,238 +6,899	+9%	+$351K	1.57%	21
2021 Q4	$3.28M	Buy	73,339 +1,891	+3%	+$82.8K	0.7%	33
2021 Q3	$3.06M	Buy	71,448 +44,336	+164%	+$1.92M	0.73%	34
2021 Q2	$1.17M	Buy	27,112 +6,682	+33%	+$290K	0.36%	52
2021 Q1	$816K	Buy	+20,430	New	+$752K	0.28%	50

Other funds holding XME

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Private Wealth Advisors (California)'s XME Position: Q1 2026 in Review

Private Wealth Advisors (California) reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 20% in Q1 2026, selling an estimated $909K and leaving 30,901 shares worth $3.34M. The position accounts for 0.94% of the portfolio, ranked #35.

Private Wealth Advisors (California) first reported a position in XME in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.6M in Q2 2022. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

Private Wealth Advisors (California) held 30,901 shares of State Street SPDR S&P Metals & Mining ETF worth $3.34M as of Q1 2026.
Private Wealth Advisors (California) sold 7,777 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $909K.
State Street SPDR S&P Metals & Mining ETF made up 0.94% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #35 holding.
Private Wealth Advisors (California) first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2021 and has held it in 21 quarters since.
Private Wealth Advisors (California)'s State Street SPDR S&P Metals & Mining ETF position peaked at $6.6M in Q2 2022.
419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.