Whittier Trust’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Whittier Trust’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	$83.6K	Hold	788	–	–	﹤0.01%	786
2026 Q1	$86.9K	Hold	788	–	–	﹤0.01%	739
2025 Q4	$90.6K	Hold	788	–	–	﹤0.01%	747
2025 Q3	$76.9K	Hold	788	–	–	﹤0.01%	766
2025 Q2	$53K	Hold	788	–	–	﹤0.01%	931
2025 Q1	$44.1K	Hold	788	–	–	﹤0.01%	953
2024 Q4	$44.7K	Hold	788	–	–	﹤0.01%	952
2024 Q3	$50.2K	Hold	788	–	–	﹤0.01%	923
2024 Q2	$46.8K	Hold	788	–	–	﹤0.01%	925
2024 Q1	$47.5K	Hold	788	–	–	﹤0.01%	947
2023 Q4	$47.1K	Hold	788	–	–	﹤0.01%	931
2023 Q3	$41.4K	Buy	788 +393	+99%	+$20.4K	﹤0.01%	963
2023 Q2	$20.1K	Hold	395	–	–	﹤0.01%	1125
2023 Q1	$21K	Hold	395	–	–	﹤0.01%	1149
2022 Q4	$19.7K	Hold	395	–	–	﹤0.01%	1150
2022 Q3	$17K	Hold	395	–	–	﹤0.01%	1237
2022 Q2	$17K	Hold	395	–	–	﹤0.01%	1216
2022 Q1	$24K	Buy	+395	New	+$20.1K	﹤0.01%	1163
2019 Q4	–	Sell	-269	Closed	-$7K	–	1619
2019 Q3	$7K	Buy	+269	New	+$7.2K	﹤0.01%	1205

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

Whittier Trust's XME Position: Q2 2026 in Review

Whittier Trust held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q2 2026 at 788 shares worth $83.6K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Whittier Trust first reported a position in XME in Q3 2019 and has held it in 19 quarters since. The position peaked at $90.6K in Q4 2025. 457 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Whittier Trust held 788 shares of State Street SPDR S&P Metals & Mining ETF worth $83.6K as of Q2 2026.
Whittier Trust left its State Street SPDR S&P Metals & Mining ETF share count unchanged in Q2 2026.
State Street SPDR S&P Metals & Mining ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #786 holding.
Whittier Trust first reported a position in State Street SPDR S&P Metals & Mining ETF in Q3 2019 and has held it in 19 quarters since.
Whittier Trust's State Street SPDR S&P Metals & Mining ETF position peaked at $90.6K in Q4 2025.
457 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.