The Family Firm’s State Street 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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.33M	Sell	34,714 -168	-0.5%	-$9.97K	0.56%	44
2025 Q1	$1.95M	Sell	34,882 -46,497	-57%	-$2.73M	0.44%	52
2024 Q4	$1.83M	Sell	81,379 -713	-0.9%	-$45.9K	0.41%	53
2024 Q3	$2.09M	Buy	82,092 +5,517	+7%	+$330K	0.46%	49
2024 Q2	$1.63M	Buy	76,575 +51,360	+204%	+$3.14M	0.36%	52
2024 Q1	$1.52M	Buy	25,215 +2,019	+9%	+$115K	0.37%	56
2023 Q4	$1.39M	Buy	23,196 +552	+2%	+$29.2K	0.36%	59
2023 Q3	$1.19M	Buy	22,644 +717	+3%	+$37.1K	0.33%	60
2023 Q2	$1.11M	Buy	21,927 +1,368	+7%	+$67.2K	0.29%	63
2023 Q1	$1.09M	Sell	20,559 -469	-2%	-$25.5K	0.3%	63
2022 Q4	$1.05M	Sell	21,028 -1,041	-5%	-$51.6K	0.31%	67
2022 Q3	$938K	Sell	22,069 -752	-3%	-$35.3K	0.3%	67
2022 Q2	$990K	Sell	22,821 -568	-2%	-$30.8K	0.29%	67
2022 Q1	$1.43M	Sell	23,389 -2,101	-8%	-$107K	0.38%	58
2021 Q4	$1.14M	Sell	25,490 -969	-4%	-$42.4K	0.3%	67
2021 Q3	$1.18M	Sell	26,459 -394	-1%	-$17K	0.31%	67
2021 Q2	$1.16M	Buy	26,853 +52	+0.2%	+$2.26K	0.31%	63
2021 Q1	$1.07M	Sell	26,801 -1,248	-4%	-$45.9K	0.31%	61
2020 Q4	$990K	Sell	28,049 -321	-1%	-$9.11K	0.3%	63
2020 Q3	$659K	Sell	28,370 -372	-1%	-$8.8K	0.24%	71
2020 Q2	$609K	Sell	28,742 -100	-0.3%	-$1.97K	0.23%	70
2020 Q1	$465K	Buy	28,842 +173	+0.6%	+$4.01K	0.2%	77
2019 Q4	$840K	Sell	28,669 -2,751	-9%	-$75.1K	0.28%	63
2019 Q3	$800K	Sell	31,420 -419	-1%	-$11.2K	0.28%	61
2019 Q2	$904K	Buy	31,839 +8,773	+38%	+$244K	0.32%	60
2019 Q1	$685K	Sell	23,066 -5,689	-20%	-$169K	0.25%	64
2018 Q4	$753K	Sell	28,755 -867	-3%	-$26.2K	0.3%	56
2018 Q3	$1.01M	Sell	29,622 -2,601	-8%	-$90.7K	0.37%	52
2018 Q2	$1.14M	Buy	32,223 +163	+0.5%	+$5.93K	0.43%	47
2018 Q1	$1.09M	Buy	32,060 +3,238	+11%	+$119K	0.42%	47
2017 Q4	$1.05M	Buy	28,822 +704	+3%	+$23K	0.42%	47
2017 Q3	$905K	Buy	28,118 +1,412	+5%	+$44.2K	0.38%	49
2017 Q2	$800K	Buy	26,706 +4,741	+22%	+$140K	0.35%	51
2017 Q1	$668K	Sell	21,965 -2,569	-10%	-$82.8K	0.32%	54
2016 Q4	$746K	Sell	24,534 -1,307	-5%	-$37.7K	0.35%	50
2016 Q3	$685K	Sell	25,841 -2,734	-10%	-$73.3K	0.33%	52
2016 Q2	$698K	Sell	28,575 -8,688	-23%	-$195K	0.35%	49
2016 Q1	$762K	Buy	37,263 +275	+0.7%	+$4.45K	0.39%	49
2015 Q4	$553K	Buy	36,988 +7,008	+23%	+$117K	0.29%	60
2015 Q3	$501K	Buy	29,980 +9,438	+46%	+$188K	0.27%	61
2015 Q2	$500K	Buy	20,542 +1,407	+7%	+$38.4K	0.26%	60
2015 Q1	$520K	Buy	19,135 +2,768	+17%	+$77.9K	0.26%	55
2014 Q4	$505K	Buy	+16,367	New	+$547K	0.26%	57

Other funds holding XME

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

The Family Firm's XME Position: Q2 2025 in Review

The Family Firm reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 0.48% in Q2 2025, selling an estimated $9.97K and leaving 34,714 shares worth $2.33M. The position accounts for 0.56% of the portfolio, ranked #44.

The Family Firm first reported a position in XME in Q4 2014 and has held it in 43 quarters since. 266 funds tracked by Wall St. Rank hold XME as of Q2 2025.

The Family Firm held 34,714 shares of State Street SPDR S&P Metals & Mining ETF worth $2.33M as of Q2 2025.
The Family Firm sold 168 State Street SPDR S&P Metals & Mining ETF shares in Q2 2025, an estimated $9.97K.
State Street SPDR S&P Metals & Mining ETF made up 0.56% of The Family Firm's portfolio in Q2 2025, its #44 holding.
The Family Firm first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2014 and has held it in 43 quarters since.
266 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.