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

Synergy Investment Management’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	$20.4K	Hold	191	–	–	﹤0.01%	511
2026 Q1	$20.6K	Buy	+191	New	+$22.3K	0.01%	400

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

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

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Synergy Investment Management's XME Position: Q2 2026 in Review

Synergy Investment Management held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q2 2026 at 191 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Synergy Investment Management first reported a position in XME in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.6K in Q1 2026. 458 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Synergy Investment Management held 191 shares of State Street SPDR S&P Metals & Mining ETF worth $20.4K as of Q2 2026.
Synergy Investment Management left its State Street SPDR S&P Metals & Mining ETF share count unchanged in Q2 2026.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #511 holding.
Synergy Investment Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2026 and has held it in 2 quarters since.
Synergy Investment Management's State Street SPDR S&P Metals & Mining ETF position peaked at $20.6K in Q1 2026.
458 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.