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

Root Financial Partners’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
2025
Q4 		– Sell
-544
Closed -$50.7K – 2535
2025
Q3 		$50.7K Buy
+544
New +$43.4K ﹤0.01% 668

Other funds holding XME

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

Root Financial Partners's XME Position: Q4 2025 in Review

Root Financial Partners sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q4 2025, closing a stake of 544 shares — an estimated $50.7K sold.

Root Financial Partners first reported a position in XME in Q3 2025 and held it in 1 quarter. The position peaked at $50.7K in Q3 2025. 376 funds tracked by Wall St. Rank hold XME as of Q4 2025.

  • Root Financial Partners reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 544 State Street SPDR S&P Metals & Mining ETF shares in Q4 2025, an estimated $50.7K.
  • Root Financial Partners first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's State Street SPDR S&P Metals & Mining ETF position peaked at $50.7K in Q3 2025.
  • 376 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.