Stamos Capital Partners’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$855K	Sell	7,913 -3,967	-33%	-$463K	0.13%	116
2025 Q4	$1.23M	Buy	11,880 +581	+5%	+$57.4K	0.2%	112
2025 Q3	$1.05M	Sell	11,299 -13,202	-54%	-$1.05M	0.2%	109
2025 Q2	$1.65M	Buy	24,501 +5,121	+26%	+$304K	0.3%	100
2025 Q1	$1.09M	Buy	19,380 +1,600	+9%	+$94K	0.28%	97
2024 Q4	$1.01M	Buy	17,780 +8,520	+92%	+$549K	0.24%	103
2024 Q3	$590K	Buy	9,260 +1,550	+20%	+$92.8K	0.14%	109
2024 Q2	$457K	Sell	7,710 -580	-7%	-$35.5K	0.1%	130
2024 Q1	$500K	Sell	8,290 -1,310	-14%	-$74.8K	0.11%	109
2023 Q4	$574K	Sell	9,600 -5,750	-37%	-$304K	0.16%	90
2023 Q3	$806K	Hold	15,350	–	–	0.18%	100
2023 Q2	$780K	Buy	15,350 +820	+6%	+$40.3K	0.18%	97
2023 Q1	$772K	Hold	14,530	–	–	0.2%	85
2022 Q4	$724K	Sell	14,530 -17,680	-55%	-$877K	0.23%	93
2022 Q3	$1.37M	Hold	32,210	–	–	0.35%	67
2022 Q2	$1.4M	Sell	32,210 -16,440	-34%	-$893K	0.42%	49
2022 Q1	$2.98M	Buy	48,650 +3,750	+8%	+$191K	1%	29
2021 Q4	$2.01M	Buy	44,900 +8,190	+22%	+$359K	0.93%	35
2021 Q3	$1.53M	Buy	36,710 +700	+2%	+$30.3K	0.86%	37
2021 Q2	$1.55M	Sell	36,010 -10,690	-23%	-$465K	0.82%	38
2021 Q1	$1.86M	Hold	46,700	–	–	0.94%	32
2020 Q4	$1.56M	Buy	46,700 +29,400	+170%	+$834K	0.67%	36
2020 Q3	$402K	Buy	+17,300	New	+$409K	0.15%	56