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 Q2	$423K	Hold	3,959	–	–	0.05%	211
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 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

MIH

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

HIIFS

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

Walkner Condon Financial Advisors's XME Position: Q2 2026 in Review

Walkner Condon Financial Advisors held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q2 2026 at 3,959 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #211.

Walkner Condon Financial Advisors first reported a position in XME in Q4 2024 and has held it in 7 quarters since. The position peaked at $428K in Q1 2026. 456 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Walkner Condon Financial Advisors held 3,959 shares of State Street SPDR S&P Metals & Mining ETF worth $423K as of Q2 2026.
Walkner Condon Financial Advisors left its State Street SPDR S&P Metals & Mining ETF share count unchanged in Q2 2026.
State Street SPDR S&P Metals & Mining ETF made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #211 holding.
Walkner Condon Financial Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q4 2024 and has held it in 7 quarters since.
Walkner Condon Financial Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $428K in Q1 2026.
456 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.