XME — SPDR S&P METALS AND MINING ETF

Ownership history in IAM Advisory, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in SPDR S&P METALS AND MINING ETF (XME). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2022 Q1)
Avg. % of fund
0.07%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,473 -1,089 -30.6% 0.05% $230K $93.08
2022 Q1 INITIATED 3,562 — — 0.09% $218K $58.95
% of Fund (quarterly)    XME price (monthly, adj. close)

Other funds also holding XME

As of 2025 Q4 — sorted by position size

Amitell Capital Pte Ltd 3Y 5.97% Legend Financial Advisors, Inc. 3Y 5.79% Lake Hills Wealth Management, LLC 3Y 4.31% HERBST GROUP, LLC 3Y 3.73% EHP Funds Inc. 3Y 3.66% FOCUS Wealth Advisors, LLC 3Y 3.62% Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3Y 3.38% FORTEM FINANCIAL GROUP, LLC 3Y 7Y 2.97% Advocate Investing Services LLC 2.91% Ted Buchan & Co 2.89%
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