XME: The Bull Case Survives The August Rally

SPDR S&P Metals & Mining ETF (XME) currently has a diversified portfolio, with steel, gold, and coal dominating allocations over copper. XME's commodity exposures and top holdings shift frequently, so investors should not expect static sector or company weights. Gold's recent price surge and central bank buying have benefited XME more than copper, despite long-term copper demand projections.

Seeking Alpha • Sep 1, 2026

Top ETFs This Week: Metals, Defense & Semiconductors

Following last week's macroeconomic developments — such as the July jobs report — it's worth taking a look at near-term ETF performance. Tracking top-performing funds allows advisors and investors to see what thematic strategies are resonating in the market.

ETF Trends • Aug 10, 2026

Heavy Rare Earth Metals Plant Boosts U.S. Supply Chain Independence

The United States is finally starting to dig itself out of a rare earth metals hole it spent decades digging. The effort got a boost on July 29, when Energy Fuels announced that construction has begun on a commercial-scale expansion at its White Mesa Mill in Utah.

Forbes • Aug 4, 2026

Commerce Secretary Howard Lutnick: Aluminum is coming back to America

FOX Business correspondent Lydia Hu has the latest on the impact of tariffs under the Trump administration on 'The Bottom Line.'

Fox Business • Jul 28, 2026

Aluminium falls on EGA alumina restart, still set for weekly rise

Aluminium prices fell sharply on Friday as Emirates Global Aluminium said it had restarted its alumina refinery in the United Arab Emirates after a ​3-1/2-month outage, in a further sign that metal production in the ‌Gulf is set to ramp back up.

Reuters • Jul 10, 2026

Silver and Copper Are Outpacing Gold in 2026 and After Following Industrial Metals These 3 ETFs Show How Smart Money Is Playing the Trend

The industrial metals trade has quietly become the most interesting corner of the commodity market, and the choice between iShares Silver Trust (NYSEARCA:SLV), United States Copper Index Fund (NYSEARCA:CPER), and SPDR S&P Metals & Mining ETF (NYSEARCA:XME) carries real performance consequences.

24/7 Wall Street • Jul 10, 2026

3 Beaten-Down Trades That Could Pay Off in a Market Correction

A market that keeps climbing on thin volume tends to make careful investors nervous, not confident. That's the setup Chris Rowe, founder of True Market Insiders, says he's watching heading into the back half of 2026.

MarketBeat • Jul 8, 2026

XME: Mining Companies Are Stealth Beneficiaries Of Cheaper Oil

I maintain a buy rating on State Street SPDR S&P Metals & Mining ETF due to strong price action and attractive valuation. XME benefits from lower energy costs, a moderate 17.6x P/E, and a compelling sub-1.0 PEG ratio, supporting the bullish case. The ETF is concentrated in U.S. small-cap materials, offering high EPS growth but elevated volatility and economic sensitivity.

Seeking Alpha • Jun 12, 2026

Metals and Mining Just Doubled the S&P 500 YTD: XME's Quiet Tear

If you eyeballed metals and mining a month ago, the headline almost wrote itself.

24/7 Wall Street • Jun 11, 2026

China Controls One Pivotal “AI Chokepoint.” Why America Can't Fix Its Rare Earths Problem Overnight

America's rare earths problem is often framed as a mining problem.

24/7 Wall Street • Jun 10, 2026