Wellington Shields & Co’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Wellington Shields & Co’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	$54K	Hold	500	–	–	0.01%	296
2025 Q4	$51.8K	Sell	500 -1,250	-71%	-$124K	0.01%	299
2025 Q3	$163K	Buy	+1,750	New	+$140K	0.04%	244
2024 Q3	–	Sell	-2,700	Closed	-$160K	–	325
2024 Q2	$160K	Buy	2,700 +1,700	+170%	+$104K	0.05%	226
2024 Q1	$60.3K	Buy	+1,000	New	+$57.1K	0.02%	272
2023 Q2	–	Sell	-2,000	Closed	-$106K	–	304
2023 Q1	$106K	Buy	+2,000	New	+$109K	0.02%	245
2022 Q3	–	Sell	-176	Closed	-$8K	–	292
2022 Q2	$8K	Buy	+176	New	+$9.56K	﹤0.01%	280

Other funds holding XME

Bank of America

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 $761B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return