SPDR S&P Metals & Mining ETF $XME Shares Sold by Heritage Oak Wealth Advisors LLC

Posted by ABMN Staff on Jul 2nd, 2026

Heritage Oak Wealth Advisors LLC cut its stake in shares of SPDR S&P Metals & Mining ETF (NYSEARCA:XME – Free Report) by 24.9% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,261 shares of the exchange traded fund’s stock after selling 8,049 shares during the period. SPDR S&P Metals & Mining ETF makes up about 0.8% of Heritage Oak Wealth Advisors LLC’s holdings, making the stock its 16th biggest position. Heritage Oak Wealth Advisors LLC owned 0.06% of SPDR S&P Metals & Mining ETF worth $2,620,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the stock. Lodestone Wealth Management LLC purchased a new position in SPDR S&P Metals & Mining ETF in the 4th quarter worth about $25,000. Kohmann Bosshard Financial Services LLC acquired a new stake in SPDR S&P Metals & Mining ETF during the 4th quarter worth about $25,000. Geneos Wealth Management Inc. purchased a new stake in SPDR S&P Metals & Mining ETF during the fourth quarter valued at about $30,000. Evolution Wealth Management Inc. lifted its stake in SPDR S&P Metals & Mining ETF by 72.1% during the fourth quarter. Evolution Wealth Management Inc. now owns 296 shares of the exchange traded fund’s stock valued at $31,000 after buying an additional 124 shares in the last quarter. Finally, Strive Financial Group LLC acquired a new position in shares of SPDR S&P Metals & Mining ETF in the fourth quarter worth about $39,000. 86.55% of the stock is owned by hedge funds and other institutional investors.

SPDR S&P Metals & Mining ETF Price Performance

SPDR S&P Metals & Mining ETF stock opened at $104.36 on Thursday. The firm’s 50 day simple moving average is $118.07 and its 200-day simple moving average is $115.71. The company has a market cap of $4.29 billion, a P/E ratio of 21.07 and a beta of 1.26. SPDR S&P Metals & Mining ETF has a fifty-two week low of $67.87 and a fifty-two week high of $135.68.