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

Strategic Investment Solutions’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	$128K	Buy	1,198 +2	+0.2%	+$235	0.03%	183
2026 Q1	$129K	Buy	1,196 +76	+7%	+$8.88K	0.03%	177
2025 Q4	$116K	Buy	1,120 +605	+117%	+$59.8K	0.03%	169
2025 Q3	$48K	Hold	515	–	–	0.01%	219
2025 Q2	$34.6K	Buy	515 +1	+0.2%	+$59	0.01%	246
2025 Q1	$28.8K	Buy	514 +4	+0.8%	+$235	0.01%	251
2024 Q4	$30.5K	Sell	510 -3	-0.6%	-$193	0.01%	266
2024 Q3	$32.7K	Buy	513 +1	+0.2%	+$60	0.01%	233
2024 Q2	$32.5K	Buy	+512	New	+$31.3K	0.01%	219
2023 Q4	$30.5K	Buy	+510	New	+$27K	0.01%	581
2023 Q2	–	Sell	-506	Closed	-$26.9K	–	986
2023 Q1	$26.9K	Buy	+506	New	+$27.5K	0.01%	486

Other funds holding XME

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return