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 Q3	$14.9K	Hold	144	–	–	0.01%	309
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	$9.6K	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

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Roxbury Financial's XME Position: Q3 2026 in Review

Roxbury Financial held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q3 2026 at 144 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #309.

Roxbury Financial first reported a position in XME in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.5K in Q1 2026. 323 funds tracked by Wall St. Rank hold XME as of Q3 2026.

Roxbury Financial held 144 shares of State Street SPDR S&P Metals & Mining ETF worth $14.9K as of Q3 2026.
Roxbury Financial left its State Street SPDR S&P Metals & Mining ETF share count unchanged in Q3 2026.
State Street SPDR S&P Metals & Mining ETF made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #309 holding.
Roxbury Financial first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's State Street SPDR S&P Metals & Mining ETF position peaked at $15.5K in Q1 2026.
323 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.