Winch Advisory Services’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Winch Advisory Services’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	$51.9K	Hold	485	–	–	0.01%	192
2026 Q1	$52.4K	Hold	485	–	–	0.01%	169
2025 Q4	$50.2K	Buy	485 +51	+12%	+$5.04K	0.01%	169
2025 Q3	$40.5K	Sell	434 -20	-4%	-$1.6K	0.01%	185
2025 Q2	$30.5K	Buy	454 +1	+0.2%	+$59	0.01%	199
2025 Q1	$25.4K	Sell	453 -25	-5%	-$1.47K	0.01%	206
2024 Q4	$27.1K	Buy	478 +1	+0.2%	+$64	0.01%	204
2024 Q3	$30.4K	Hold	477	–	–	0.01%	191
2024 Q2	$28.3K	Buy	477 +1	+0.2%	+$61	0.01%	191
2024 Q1	$28.7K	Buy	476 +1	+0.2%	+$57	0.01%	186
2023 Q4	$28.4K	Buy	475 +1	+0.2%	+$53	0.01%	184
2023 Q3	$25K	Buy	474 +1	+0.2%	+$52	0.01%	185
2023 Q2	$24K	Buy	473 +2	+0.4%	+$98	0.01%	183
2023 Q1	$25K	Buy	471 +1	+0.2%	+$54	0.01%	179
2022 Q4	$23K	Buy	470 +3	+0.6%	+$149	0.01%	180
2022 Q3	$20K	Buy	467 +2	+0.4%	+$94	0.01%	171
2022 Q2	$20K	Buy	465 +2	+0.4%	+$109	0.01%	177
2022 Q1	$28K	Sell	463 -1	-0.2%	-$51	0.01%	184
2021 Q4	$21K	Buy	464 +1	+0.2%	+$44	0.01%	202
2021 Q3	$19K	Buy	463 +1	+0.2%	+$43	0.01%	215
2021 Q2	$20K	Buy	462 +35	+8%	+$1.52K	0.01%	200
2021 Q1	$17K	Buy	427 +1	+0.2%	+$37	0.01%	205
2020 Q4	$14K	Buy	426 +1	+0.2%	+$28	0.01%	199
2020 Q3	$10K	Sell	425 -96	-18%	-$2.27K	﹤0.01%	214
2020 Q2	$11K	Buy	521 +2	+0.4%	+$39	0.01%	192
2020 Q1	$8K	Sell	519 -120	-19%	-$2.79K	﹤0.01%	193
2019 Q4	$19K	Sell	639 -60	-9%	-$1.64K	0.01%	164
2019 Q3	$18K	Buy	699 +2	+0.3%	+$54	0.01%	150
2019 Q2	$20K	Buy	697 +9	+1%	+$251	0.01%	152
2019 Q1	$20K	Buy	688 +3	+0.4%	+$89	0.01%	150
2018 Q4	$18K	Sell	685 -74,595	-99%	-$2.25M	0.01%	140
2018 Q3	$2.57M	Buy	75,280 +3,283	+5%	+$115K	1.29%	28
2018 Q2	$2.55M	Buy	71,997 +8,997	+14%	+$328K	1.38%	26
2018 Q1	$2.15M	Buy	+63,000	New	+$2.32M	1.26%	25

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

Winch Advisory Services's XME Position: Q2 2026 in Review

Winch Advisory Services held its State Street SPDR S&P Metals & Mining ETF (XME) position steady in Q2 2026 at 485 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #192.

Winch Advisory Services first reported a position in XME in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.57M in Q3 2018. 456 funds tracked by Wall St. Rank hold XME as of Q2 2026.

Winch Advisory Services held 485 shares of State Street SPDR S&P Metals & Mining ETF worth $51.9K as of Q2 2026.
Winch Advisory Services 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 Winch Advisory Services's portfolio in Q2 2026, its #192 holding.
Winch Advisory Services first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2018 and has held it in 34 quarters since.
Winch Advisory Services's State Street SPDR S&P Metals & Mining ETF position peaked at $2.57M in Q3 2018.
456 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.