Whalen Wealth Management’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Whalen Wealth Management’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	$1.73M	Buy	+16,043	New	+$1.87M	0.93%	25

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 $526M AUM 31.17% 1-Year Est. Return

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

Whalen Wealth Management's XME Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in State Street SPDR S&P Metals & Mining ETF (XME) in Q1 2026: 16,043 shares worth $1.73M. The stake represents 0.93% of the portfolio and ranks #25 among its holdings.

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

Whalen Wealth Management held 16,043 shares of State Street SPDR S&P Metals & Mining ETF worth $1.73M as of Q1 2026.
State Street SPDR S&P Metals & Mining ETF was a new Whalen Wealth Management position in Q1 2026.
State Street SPDR S&P Metals & Mining ETF made up 0.93% of Whalen Wealth Management's portfolio in Q1 2026, its #25 holding.
419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.