$XME is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.59%, with an average of 0.66% of portfolio. Largest holder: Legend Financial Advisors, Inc. at 4.59%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SPDR SERIES TRUST
13F holders
420
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 420 · Source: 13F-HR01
Brightline Capital Management, LLC
—
—
02
Bank of Nova Scotia
—
—
03
ARS Investment Partners, LLC
—
—
04
State Farm Mutual Automobile Insurance Co.
—
—
05
Vanderbilt University
—
—
06
Commerce Bank
—
—
07
Colton Groome Financial Advisors, LLC
—
—
08
South Street Advisors LLC
—
—
09
WealthTrust Axiom LLC
—
—
10
Chou Associates Management Inc.
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—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
12 holders · Q1 202601
Legend Financial Advisors, Inc.
4.59% ↓ 1.2pp
α +12.3pts
02
Ted Buchan & Co
2.44% NEW
α +13.2pts
03
Quarry LP
0.40% held
α +10.6pts
04
Caption Management, LLC
0.19% held
α +15.5pts
05
Stamos Capital Partners, L.P.
0.13% NEW
α +10.2pts
06
Walkner Condon Financial Advisors LLC
0.06% held
α +23.7pts
07
CV Advisors LLC
0.05% held
α +29.1pts
08
Citigroup Inc.
0.03% held
α +26.3pts
09
Venture Visionary Partners LLC
0.02% held
α +10.3pts
10
Choate Investment Advisors
0.01% held
α +13.8pts
11
Banque Pictet & Cie SA
0.00% held
α +10.3pts
12
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $XME in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $XME in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $XME lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $XME — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:21 UTC.