Schneider Downs Wealth Management Advisors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Schneider Downs Wealth Management Advisors’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	$233K	Sell	2,176 -41	-2%	-$4.81K	0.02%	156
2026 Q1	$239K	Hold	2,217	–	–	0.03%	142
2025 Q4	$230K	Hold	2,217	–	–	0.03%	143
2025 Q3	$207K	Buy	+2,217	New	+$177K	0.02%	144

Other funds holding XME

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's XME Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 1.8% in Q2 2026, selling an estimated $4.81K and leaving 2,176 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #156.

Schneider Downs Wealth Management Advisors first reported a position in XME in Q3 2025 and has held it in 4 quarters since. The position peaked at $239K in Q1 2026. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Schneider Downs Wealth Management Advisors held 2,176 shares of State Street SPDR S&P Metals & Mining ETF worth $233K as of Q2 2026.
Schneider Downs Wealth Management Advisors sold 41 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $4.81K.
State Street SPDR S&P Metals & Mining ETF made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #156 holding.
Schneider Downs Wealth Management Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2025 and has held it in 4 quarters since.
Schneider Downs Wealth Management Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $239K in Q1 2026.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.