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

Sound Financial Strategies Group’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
Q1 		$480K Buy
+4,441
New +$519K 0.33% 50

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Sound Financial Strategies Group's XME Position: Q1 2026 in Review

Sound Financial Strategies Group opened a new position in State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2026: 4,441 shares worth $480K. The stake represents 0.33% of the portfolio and ranks #50 among its holdings.

419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

  • Sound Financial Strategies Group held 4,441 shares of State Street SPDR S&P Metals & Mining ETF worth $480K as of Q1 2026.
  • State Street SPDR S&P Metals & Mining ETF was a new Sound Financial Strategies Group position in Q1 2026.
  • State Street SPDR S&P Metals & Mining ETF made up 0.33% of Sound Financial Strategies Group's portfolio in Q1 2026, its #50 holding.
  • 419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.