United Capital Financial Advisors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

United Capital Financial 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	$1.36M	Buy	12,726 +170	+1%	+$20K	0.01%	694
2026 Q1	$1.36M	Buy	+12,556	New	+$1.47M	0.01%	657
2022 Q3	–	Sell	-5,222	Closed	-$227K	–	1159
2022 Q2	$227K	Buy	+5,222	New	+$284K	﹤0.01%	1021

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

United Capital Financial Advisors's XME Position: Q2 2026 in Review

United Capital Financial Advisors increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 1.4% in Q2 2026, buying an estimated $20K and bringing the position to 12,726 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #694.

United Capital Financial Advisors first reported a position in XME in Q2 2022 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold XME as of Q2 2026.

United Capital Financial Advisors held 12,726 shares of State Street SPDR S&P Metals & Mining ETF worth $1.36M as of Q2 2026.
United Capital Financial Advisors bought 170 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $20K.
State Street SPDR S&P Metals & Mining ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #694 holding.
United Capital Financial Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q2 2022 and has held it in 3 quarters since.
458 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.