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 Q1	$2.52M	Buy	+23,335	New	+$2.73M	0.02%	597

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 $728M AUM 24.41% 1-Year Est. Return

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

Waverly Advisors's XME Position: Q1 2026 in Review

Waverly Advisors opened a new position in State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2026: 23,335 shares worth $2.52M. The stake represents 0.02% of the portfolio and ranks #597 among its holdings.

419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

Waverly Advisors held 23,335 shares of State Street SPDR S&P Metals & Mining ETF worth $2.52M as of Q1 2026.
State Street SPDR S&P Metals & Mining ETF was a new Waverly Advisors position in Q1 2026.
State Street SPDR S&P Metals & Mining ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #597 holding.
419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

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