Sigma Investment Counselors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Sigma Investment Counselors’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	$221K	Hold	2,070	–	–	0.01%	208
2026 Q1	$224K	Sell	2,070 -4,287	-67%	-$501K	0.01%	187
2025 Q4	$659K	Sell	6,357 -46	-0.7%	-$4.55K	0.03%	120
2025 Q3	$597K	Hold	6,403	–	–	0.03%	121
2025 Q2	$430K	Buy	6,403 +2,665	+71%	+$158K	0.02%	140
2025 Q1	$209K	Sell	3,738 -4,463	-54%	-$262K	0.01%	184
2024 Q4	$465K	Buy	8,201 +1,669	+26%	+$107K	0.03%	129
2024 Q3	$416K	Hold	6,532	–	–	0.02%	137
2024 Q2	$388K	Hold	6,532	–	–	0.02%	137
2024 Q1	$394K	Hold	6,532	–	–	0.03%	143
2023 Q4	$391K	Hold	6,532	–	–	0.03%	141
2023 Q3	$343K	Buy	6,532 +1	+0%	+$52	0.03%	145
2023 Q2	$332K	Hold	6,531	–	–	0.02%	149
2023 Q1	$347K	Buy	6,531 +1	+0%	+$54	0.03%	148
2022 Q4	$325K	Hold	6,530	–	–	0.03%	147
2022 Q3	$277K	Buy	6,530 +1	+0%	+$47	0.02%	150
2022 Q2	$283K	Hold	6,529	–	–	0.02%	155
2022 Q1	$400K	Sell	6,529 -199	-3%	-$10.1K	0.03%	141
2021 Q4	$301K	Sell	6,728 -200	-3%	-$8.76K	0.02%	157
2021 Q3	$289K	Buy	6,928 +118	+2%	+$5.1K	0.02%	157
2021 Q2	$293K	Hold	6,810	–	–	0.02%	156
2021 Q1	$272K	Sell	6,810 -100	-1%	-$3.68K	0.02%	155
2020 Q4	$231K	Buy	+6,910	New	+$196K	0.02%	160
2020 Q1	–	Sell	-8,080	Closed	-$237K	–	161
2019 Q4	$237K	Hold	8,080	–	–	0.02%	144
2019 Q3	$206K	Sell	8,080 -1,590	-16%	-$42.6K	0.02%	155
2019 Q2	$274K	Buy	+9,670	New	+$269K	0.03%	133
2019 Q1	–	Sell	-8,060	Closed	-$211K	–	159
2018 Q4	$211K	Buy	+8,060	New	+$243K	0.03%	135
2015 Q1	–	Sell	-6,960	Closed	-$215K	–	115
2014 Q4	$215K	Buy	+6,960	New	+$233K	0.04%	110

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

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

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

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

Sigma Investment Counselors's XME Position: Q2 2026 in Review

Sigma Investment Counselors held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q2 2026 at 2,070 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #208.

Sigma Investment Counselors first reported a position in XME in Q4 2014 and has held it in 28 quarters since. The position peaked at $659K in Q4 2025. 458 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Sigma Investment Counselors held 2,070 shares of State Street SPDR S&P Metals & Mining ETF worth $221K as of Q2 2026.
Sigma Investment Counselors 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 Sigma Investment Counselors's portfolio in Q2 2026, its #208 holding.
Sigma Investment Counselors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2014 and has held it in 28 quarters since.
Sigma Investment Counselors's State Street SPDR S&P Metals & Mining ETF position peaked at $659K in Q4 2025.
458 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.