The Family Firm’s SPDR S&P Metals & Mining ETF XME Stock Holding History

The Family Firm’s Portfolio XME Stock Details XME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.33M	Sell	34,714 -168	-0.5%	-$11.3K	0.56%	44
2025 Q1	$1.95M	Sell	34,882 -46,497	-57%	-$2.6M	0.44%	52
2024 Q4	$1.83M	Sell	81,379 -713	-0.9%	-$16K	0.41%	53
2024 Q3	$2.09M	Buy	82,092 +5,517	+7%	+$141K	0.46%	49
2024 Q2	$1.63M	Buy	76,575 +51,360	+204%	+$1.09M	0.36%	52
2024 Q1	$1.52M	Buy	25,215 +2,019	+9%	+$122K	0.37%	56
2023 Q4	$1.39M	Buy	23,196 +552	+2%	+$33K	0.36%	59
2023 Q3	$1.19M	Buy	22,644 +717	+3%	+$37.6K	0.33%	60
2023 Q2	$1.11M	Buy	21,927 +1,368	+7%	+$69.5K	0.29%	63
2023 Q1	$1.09M	Sell	20,559 -469	-2%	-$24.9K	0.3%	63
2022 Q4	$1.05M	Sell	21,028 -1,041	-5%	-$51.9K	0.31%	67
2022 Q3	$938K	Sell	22,069 -752	-3%	-$32K	0.3%	67
2022 Q2	$990K	Sell	22,821 -568	-2%	-$24.6K	0.29%	67
2022 Q1	$1.43M	Sell	23,389 -2,101	-8%	-$129K	0.38%	58
2021 Q4	$1.14M	Sell	25,490 -969	-4%	-$43.4K	0.3%	67
2021 Q3	$1.18M	Sell	26,459 -394	-1%	-$17.6K	0.31%	67
2021 Q2	$1.16M	Buy	26,853 +52	+0.2%	+$2.24K	0.31%	63
2021 Q1	$1.07M	Sell	26,801 -1,248	-4%	-$49.8K	0.31%	61
2020 Q4	$990K	Sell	28,049 -321	-1%	-$11.3K	0.3%	63
2020 Q3	$659K	Sell	28,370 -372	-1%	-$8.64K	0.24%	71
2020 Q2	$609K	Sell	28,742 -100	-0.3%	-$2.12K	0.23%	70
2020 Q1	$465K	Buy	28,842 +173	+0.6%	+$2.79K	0.2%	77
2019 Q4	$840K	Sell	28,669 -2,751	-9%	-$80.6K	0.28%	63
2019 Q3	$800K	Sell	31,420 -419	-1%	-$10.7K	0.28%	61
2019 Q2	$904K	Buy	31,839 +8,773	+38%	+$249K	0.32%	59
2019 Q1	$685K	Sell	23,066 -5,689	-20%	-$169K	0.25%	63
2018 Q4	$753K	Sell	28,755 -867	-3%	-$22.7K	0.3%	55
2018 Q3	$1.01M	Sell	29,622 -2,601	-8%	-$88.9K	0.37%	51
2018 Q2	$1.14M	Buy	32,223 +163	+0.5%	+$5.78K	0.43%	47
2018 Q1	$1.09M	Buy	32,060 +3,238	+11%	+$110K	0.42%	47
2017 Q4	$1.05M	Buy	28,822 +704	+3%	+$25.6K	0.42%	47
2017 Q3	$905K	Buy	28,118 +1,412	+5%	+$45.4K	0.38%	49
2017 Q2	$800K	Buy	26,706 +4,741	+22%	+$142K	0.35%	51
2017 Q1	$668K	Sell	21,965 -2,569	-10%	-$78.1K	0.32%	54
2016 Q4	$746K	Sell	24,534 -1,307	-5%	-$39.7K	0.35%	50
2016 Q3	$685K	Sell	25,841 -2,734	-10%	-$72.5K	0.33%	52
2016 Q2	$698K	Sell	28,575 -8,688	-23%	-$212K	0.35%	49
2016 Q1	$762K	Buy	37,263 +275	+0.7%	+$5.62K	0.39%	49
2015 Q4	$553K	Buy	36,988 +7,008	+23%	+$105K	0.29%	60
2015 Q3	$501K	Buy	29,980 +9,438	+46%	+$158K	0.27%	61
2015 Q2	$500K	Buy	20,542 +1,407	+7%	+$34.2K	0.26%	60
2015 Q1	$520K	Buy	19,135 +2,768	+17%	+$75.2K	0.26%	55
2014 Q4	$505K	Buy	+16,367	New	+$505K	0.26%	57