1 North Wealth Services’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

1 North Wealth Services’s Portfolio XES Stock Details XES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.89K	Hold	85	–	–	﹤0.01%	160
2025 Q4	$6.97K	Hold	85	–	–	﹤0.01%	184
2025 Q3	$6.15K	Hold	85	–	–	﹤0.01%	181
2025 Q2	$5.39K	Hold	85	–	–	﹤0.01%	184
2025 Q1	$6.07K	Buy	+85	New	+$6.57K	﹤0.01%	177

Other funds holding XES

NHFG

New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1 North Wealth Services's XES Position: Q1 2026 in Review

1 North Wealth Services held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q1 2026 at 85 shares worth $9.89K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

1 North Wealth Services first reported a position in XES in Q1 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

1 North Wealth Services held 85 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $9.89K as of Q1 2026.
1 North Wealth Services left its State Street SPDR S&P Oil & Gas Equipment & Services ETF share count unchanged in Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #160 holding.
1 North Wealth Services first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2025 and has held it in 5 quarters since.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.