Strategies Wealth Advisors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Strategies Wealth Advisors’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
2025 Q1	–	Sell	-4,650	Closed	-$291K	–	186
2024 Q4	$291K	Sell	4,650 -7,500	-62%	-$483K	0.04%	105
2024 Q3	$774K	Sell	12,150 -11,131	-48%	-$667K	0.1%	51
2024 Q2	$1.38M	Sell	23,281 -17,867	-43%	-$1.09M	0.2%	35
2024 Q1	$2.48M	Sell	41,148 -32,845	-44%	-$1.88M	0.38%	28
2023 Q4	$4.43M	Buy	73,993 +1,244	+2%	+$65.9K	0.76%	21
2023 Q3	$3.82M	Buy	72,749 +941	+1%	+$48.8K	0.75%	25
2023 Q2	$3.65M	Buy	71,808 +3,021	+4%	+$148K	0.75%	23
2023 Q1	$3.66M	Buy	68,787 +6,099	+10%	+$332K	0.8%	22
2022 Q4	$3.12M	Buy	+62,688	New	+$3.11M	0.77%	23
2022 Q2	$1.84M	Buy	+42,394	New	+$2.3M	0.53%	28

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Strategies Wealth Advisors's XME Position: Q1 2025 in Review

Strategies Wealth Advisors sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2025, closing a stake of 4,650 shares — an estimated $291K sold.

Strategies Wealth Advisors first reported a position in XME in Q2 2022 and held it in 10 quarters. The position peaked at $4.43M in Q4 2023. 259 funds tracked by Wall St. Rank hold XME as of Q1 2025.

Strategies Wealth Advisors reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q1 2025 after selling out during the quarter.
Strategies Wealth Advisors sold 4,650 State Street SPDR S&P Metals & Mining ETF shares in Q1 2025, an estimated $291K.
Strategies Wealth Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2022 and held it in 10 quarters.
Strategies Wealth Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $4.43M in Q4 2023.
259 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2025.

Based on Strategies Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.