SPDR S&P Metals & Mining ETF $XME Holdings Decreased by Heritage Oak Wealth Advisors LLC

Posted by Stuart Ham on Jul 2nd, 2026

Heritage Oak Wealth Advisors LLC trimmed its holdings in shares of SPDR S&P Metals & Mining ETF (NYSEARCA:XME – Free Report) by 24.9% during the 1st quarter, according to its most recent disclosure with the Securities and 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’s holdings in SPDR S&P Metals & Mining ETF were worth $2,620,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the business. Bank of Nova Scotia boosted its position in SPDR S&P Metals & Mining ETF by 412.3% during the 4th quarter. Bank of Nova Scotia now owns 1,035,072 shares of the exchange traded fund’s stock worth $107,244,000 after acquiring an additional 833,020 shares during the period. Tidal Investments LLC acquired a new position in shares of SPDR S&P Metals & Mining ETF in the 3rd quarter valued at about $19,342,000. Healthcare of Ontario Pension Plan Trust Fund acquired a new position in shares of SPDR S&P Metals & Mining ETF in the 4th quarter valued at about $20,722,000. CWM LLC lifted its position in shares of SPDR S&P Metals & Mining ETF by 977.0% in the fourth quarter. CWM LLC now owns 189,856 shares of the exchange traded fund’s stock worth $19,671,000 after purchasing an additional 172,227 shares in the last quarter. Finally, Schroder Investment Management Group purchased a new stake in shares of SPDR S&P Metals & Mining ETF in the fourth quarter worth approximately $16,338,000. 86.55% of the stock is owned by hedge funds and other institutional investors.

SPDR S&P Metals & Mining ETF Stock Performance

XME stock opened at $104.36 on Thursday. The firm has a 50 day simple moving average of $118.07 and a 200 day simple moving average of $115.71. SPDR S&P Metals & Mining ETF has a 52 week low of $67.87 and a 52 week high of $135.68. The stock has a market cap of $4.29 billion, a P/E ratio of 21.07 and a beta of 1.26.