POTOMAC FUND MANAGEMENT INC /ADV XME β€” SPDR S&P Metals & Mining ETF

Ownership history in POTOMAC FUND MANAGEMENT INC /ADV  Β·  3 quarters on record

AI Ownership Summary

POTOMAC FUND MANAGEMENT INC /ADV reported SPDR S&P Metals & Mining ETF (XME) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.54% in 2026 Q1. The latest visible filing shows XME at 0.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was POTOMAC FUND MANAGEMENT INC /ADV's position in SPDR S&P Metals & Mining ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XME was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How POTOMAC FUND MANAGEMENT INC /ADV held XME β€” position size vs. price
% of Fund (quarterly)    XME price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 144,400 +12,767 +9.7% 0.54% $15.6M 2026-05-14 $120.97
2025 Q4 REDUCED β€” β€” β€” 131,633 -490 -0.4% 0.50% $13.6M 2026-02-13 $117.76
2025 Q3 INITIATED β€” β€” β€” 132,123 β€” β€” 0.52% $12.3M 2025-11-12 $96.20

FAQ About POTOMAC FUND MANAGEMENT INC /ADV and XME

These are the practical questions this page is built to answer before you even open the full history table.

How long has POTOMAC FUND MANAGEMENT INC /ADV reported owning XME?

POTOMAC FUND MANAGEMENT INC /ADV reported XME across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported XME position in POTOMAC FUND MANAGEMENT INC /ADV's portfolio?

The largest reported portfolio weight for XME was 0.54% in 2026 Q1.

What is the latest reported XME position on this page?

The most recent filing on this page is 2026 Q1, when POTOMAC FUND MANAGEMENT INC /ADV reported 144,400 shares, equal to 0.54% of portfolio, with an estimated market value of $15.6M.

What does the chart on this XME ownership page compare?

The chart compares POTOMAC FUND MANAGEMENT INC /ADV's quarterly XME portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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