Evernest Financial Advisors, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Evernest Financial Advisors, LLC

$275 Million
Q2 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 3,408 shares of XME stock, worth $270,220. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,408

Previous 3,645 6.5%

Holding current value

$270,220

Previous $204,000 12.25%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$48.48 - $67.3 $11,489 - $15,950	-237 Reduced 6.5%	3,408 $229,000
Q1 2025 May 09, 2025	SELL	$53.81 - $62.59 $112,785 - $131,188	-2,096 Reduced 36.51%	3,645 $204,000
Q4 2024 Jan 23, 2025	BUY	$56.27 - $69.89 $41,808 - $51,928	743 Added 14.87%	5,741 $325,000
Q3 2024 Oct 21, 2024	SELL	$54.2 - $65.22 $5,203 - $6,261	-96 Reduced 1.88%	4,998 $318,000
Q2 2024 Aug 07, 2024	SELL	$57.95 - $65.15 $12,806 - $14,398	-221 Reduced 4.16%	5,094 $302,000
Q1 2024 May 10, 2024	BUY	$54.61 - $60.28 $9,010 - $9,946	165 Added 3.2%	5,315 $324 Million
Q4 2023 May 10, 2024	SELL	$48.56 - $61.4 $18,210 - $23,025	-375 Reduced 7.06%	4,940 $296 Million
Q4 2021 Feb 13, 2024	BUY	$40.28 - $47.31 $207,442 - $243,646	5,150 New	5,150 $289 Million

Others Institutions Holding XME

# of Institutions

330

Shares Held

21M

Call Options Held

4.73M

Put Options Held

7.17M

View Full List

About SPDR SER TR SPDR S&P METALS &

Ticker XME
Sector ETFs
Industry ETFs

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Evernest Financial Advisors, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History