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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
Q3 		– Sell
-16,813
Closed -$1.8M – 253
2026
Q2 		$1.8M Buy
16,813
+770
+5% +$90.4K 0.81% 34
2026
Q1 		$1.73M Buy
+16,043
New +$1.87M 0.93% 25

Other funds holding XME

FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Whalen Wealth Management's XME Position: Q3 2026 in Review

Whalen Wealth Management sold out of State Street SPDR S&P Metals & Mining ETF (XME) in Q3 2026, closing a stake of 16,813 shares — an estimated $1.8M sold.

Whalen Wealth Management first reported a position in XME in Q1 2026 and held it in 2 quarters. The position peaked at $1.8M in Q2 2026. 27 funds tracked by Wall St. Rank hold XME as of Q3 2026.

  • Whalen Wealth Management reported no remaining State Street SPDR S&P Metals & Mining ETF position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 16,813 State Street SPDR S&P Metals & Mining ETF shares in Q3 2026, an estimated $1.8M.
  • Whalen Wealth Management first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2026 and held it in 2 quarters.
  • Whalen Wealth Management's State Street SPDR S&P Metals & Mining ETF position peaked at $1.8M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.