AF
XES icon

Allworth Financial’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Allworth Financial’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
2025
Q4 		– Sell
-60
Closed -$4.33K – 5309
2025
Q3 		$4.33K Hold
60
– – ﹤0.01% 3633
2025
Q2 		$3.78K Buy
+60
New +$3.71K ﹤0.01% 3422

Other funds holding XES

NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Allworth Financial's XES Position: Q4 2025 in Review

Allworth Financial sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2025, closing a stake of 60 shares — an estimated $4.33K sold.

Allworth Financial first reported a position in XES in Q2 2025 and held it in 2 quarters. The position peaked at $4.33K in Q3 2025. 72 funds tracked by Wall St. Rank hold XES as of Q4 2025.

  • Allworth Financial reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 60 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2025, an estimated $4.33K.
  • Allworth Financial first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2025 and held it in 2 quarters.
  • Allworth Financial's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $4.33K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.