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 Q2	$6.16K	Sell	55 -30	-35%	-$3.65K	﹤0.01%	216
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

1 North Wealth Services's XES Position: Q2 2026 in Review

1 North Wealth Services reduced its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 35% in Q2 2026, selling an estimated $3.65K and leaving 55 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

1 North Wealth Services first reported a position in XES in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.89K in Q1 2026. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

1 North Wealth Services held 55 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $6.16K as of Q2 2026.
1 North Wealth Services sold 30 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2026, an estimated $3.65K.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #216 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 6 quarters since.
1 North Wealth Services's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $9.89K in Q1 2026.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.