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

Sequoia Financial 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	$1.35M	Hold	12,587	–	–	0.01%	807
2026 Q1	$1.36M	Buy	12,587 +223	+2%	+$26.1K	0.01%	760
2025 Q4	$1.28M	Buy	12,364 +1	+0%	+$99	0.01%	772
2025 Q3	$1.15M	Buy	12,363 +1	+0%	+$80	0.01%	719
2025 Q2	$831K	Sell	12,362 -214	-2%	-$12.7K	0.01%	764
2025 Q1	$704K	Sell	12,576 -984	-7%	-$57.8K	0.01%	736
2024 Q4	$770K	Buy	13,560 +3,144	+30%	+$202K	0.01%	666
2024 Q3	$664K	Buy	+10,416	New	+$624K	0.01%	660

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

Sequoia Financial Advisors's XME Position: Q2 2026 in Review

Sequoia Financial Advisors held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q2 2026 at 12,587 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #807.

Sequoia Financial Advisors first reported a position in XME in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q1 2026. 456 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Sequoia Financial Advisors held 12,587 shares of State Street SPDR S&P Metals & Mining ETF worth $1.35M as of Q2 2026.
Sequoia Financial Advisors 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 Sequoia Financial Advisors's portfolio in Q2 2026, its #807 holding.
Sequoia Financial Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2024 and has held it in 8 quarters since.
Sequoia Financial Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $1.36M in Q1 2026.
456 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.