WCFA
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Walkner Condon Financial Advisors’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Walkner Condon 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 		$428K Sell
3,959
-150
-4% -$17.5K 0.06% 197
2025
Q4 		$426K Buy
4,109
+22
+0.5% +$2.17K 0.06% 200
2025
Q3 		$381K Buy
4,087
+509
+14% +$40.6K 0.06% 202
2025
Q2 		$241K Hold
3,578
– – 0.04% 248
2025
Q1 		$200K Sell
3,578
-150
-4% -$8.81K 0.04% 262
2024
Q4 		$212K Buy
+3,728
New +$240K 0.04% 263

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B 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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return