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

Talisman 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
2026 Q2	–	Sell	-4,460	Closed	-$243K	–	150
2026 Q1	$243K	Sell	4,460 -80	-2%	-$9.35K	0.2%	87
2025 Q4	$271K	Buy	+4,540	New	+$449K	0.21%	91

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

Talisman Wealth Advisors's XME Position: Q2 2026 in Review

Talisman Wealth Advisors sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q2 2026, closing a stake of 4,460 shares — an estimated $243K sold.

Talisman Wealth Advisors first reported a position in XME in Q4 2025 and held it in 2 quarters. The position peaked at $271K in Q4 2025. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Talisman Wealth Advisors reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q2 2026 after selling out during the quarter.
Talisman Wealth Advisors sold 4,460 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $243K.
Talisman Wealth Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2025 and held it in 2 quarters.
Talisman Wealth Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $271K in Q4 2025.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.