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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return

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

United Capital Financial Advisors's XME Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2026: 12,556 shares worth $1.36M. The stake represents 0.01% of the portfolio and ranks #657 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in XME as recently as Q2 2022.

United Capital Financial Advisors first reported a position in XME in Q2 2022 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

United Capital Financial Advisors held 12,556 shares of State Street SPDR S&P Metals & Mining ETF worth $1.36M as of Q1 2026.
State Street SPDR S&P Metals & Mining ETF was a new United Capital Financial Advisors position in Q1 2026.
State Street SPDR S&P Metals & Mining ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #657 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 2 quarters since.
419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.