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

Roxbury 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	$15.4K	Hold	144	–	–	0.01%	292
2026 Q1	$15.5K	Hold	144	–	–	0.01%	277
2025 Q4	$14.9K	Hold	144	–	–	0.01%	274
2025 Q3	$13.4K	Buy	144 +1	+0.7%	+$80	0.01%	275
2025 Q2	$9.64K	Sell	143 -31	-18%	-$1.84K	0.01%	284
2025 Q1	$10.1K	Buy	174 +1	+0.6%	+$59	0.01%	276
2024 Q4	$12K	Buy	+173	New	+$11.1K	0.01%	290

Other funds holding XME

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

TBC

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

Roxbury Financial's XME Position: Q2 2026 in Review

Roxbury Financial held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q2 2026 at 144 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #292.

Roxbury Financial first reported a position in XME in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.5K in Q1 2026. 150 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Roxbury Financial held 144 shares of State Street SPDR S&P Metals & Mining ETF worth $15.4K as of Q2 2026.
Roxbury 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 Roxbury Financial's portfolio in Q2 2026, its #292 holding.
Roxbury Financial first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2024 and has held it in 7 quarters since.
Roxbury Financial's State Street SPDR S&P Metals & Mining ETF position peaked at $15.5K in Q1 2026.
150 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.