Retirement Income Solutions’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Buy	9,363 +505	+6%	+$59K	0.17%	55
2025 Q4	$918K	Sell	8,858 -1,491	-14%	-$147K	0.16%	57
2025 Q3	$964K	Hold	10,349	–	–	0.16%	54
2025 Q2	$696K	Hold	10,349	–	–	0.13%	65
2025 Q1	$579K	Hold	10,349	–	–	0.12%	70
2024 Q4	$587K	Hold	10,349	–	–	0.12%	66
2024 Q3	$659K	Sell	10,349 -1,223	-11%	-$73.2K	0.15%	62
2024 Q2	$687K	Hold	11,572	–	–	0.17%	57
2024 Q1	$698K	Sell	11,572 -2,982	-20%	-$170K	0.16%	65
2023 Q4	$871K	Hold	14,554	–	–	0.22%	52
2023 Q3	$764K	Sell	14,554 -675	-4%	-$35K	0.21%	54
2023 Q2	$774K	Sell	15,229 -1,651	-10%	-$81.1K	0.21%	57
2023 Q1	$897K	Sell	16,880 -3,878	-19%	-$211K	0.26%	50
2022 Q4	$1.03M	Buy	+20,758	New	+$1.03M	0.33%	43