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

Stamos Capital Partners’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	$753K	Sell	7,038 -875	-11%	-$103K	0.12%	125
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

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

Stamos Capital Partners's XME Position: Q2 2026 in Review

Stamos Capital Partners reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 11% in Q2 2026, selling an estimated $103K and leaving 7,038 shares worth $753K. The position accounts for 0.12% of the portfolio, ranked #125.

Stamos Capital Partners first reported a position in XME in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.98M in Q1 2022. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Stamos Capital Partners held 7,038 shares of State Street SPDR S&P Metals & Mining ETF worth $753K as of Q2 2026.
Stamos Capital Partners sold 875 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $103K.
State Street SPDR S&P Metals & Mining ETF made up 0.12% of Stamos Capital Partners's portfolio in Q2 2026, its #125 holding.
Stamos Capital Partners first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2020 and has held it in 24 quarters since.
Stamos Capital Partners's State Street SPDR S&P Metals & Mining ETF position peaked at $2.98M in Q1 2022.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.