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

Waverly 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	$205K	Sell	1,914 -21,421	-92%	-$2.51M	﹤0.01%	1615
2026 Q1	$2.52M	Buy	+23,335	New	+$2.73M	0.02%	597

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

Waverly Advisors's XME Position: Q2 2026 in Review

Waverly Advisors reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 92% in Q2 2026, selling an estimated $2.51M and leaving 1,914 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Waverly Advisors first reported a position in XME in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.52M in Q1 2026. 458 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Waverly Advisors held 1,914 shares of State Street SPDR S&P Metals & Mining ETF worth $205K as of Q2 2026.
Waverly Advisors sold 21,421 State Street SPDR S&P Metals & Mining ETF shares in Q2 2026, an estimated $2.51M.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1615 holding.
Waverly Advisors first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2026 and has held it in 2 quarters since.
Waverly Advisors's State Street SPDR S&P Metals & Mining ETF position peaked at $2.52M in Q1 2026.
458 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.