BCS Private Wealth Management’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

BCS Private Wealth Management’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	$2.14M	Buy	18,400 +1,500	+9%	+$157K	0.65%	41
2025 Q4	$1.39M	Buy	+16,900	New	+$1.34M	0.47%	48
2025 Q3	–	Sell	-6,900	Closed	-$438K	–	183
2025 Q2	$438K	Buy	+6,900	New	+$426K	0.16%	95

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

BCS Private Wealth Management's XES Position: Q1 2026 in Review

BCS Private Wealth Management increased its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 8.9% in Q1 2026, buying an estimated $157K and bringing the position to 18,400 shares worth $2.14M. The position accounts for 0.65% of the portfolio, ranked #41.

BCS Private Wealth Management first reported a position in XES in Q2 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

BCS Private Wealth Management held 18,400 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $2.14M as of Q1 2026.
BCS Private Wealth Management bought 1,500 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2026, an estimated $157K.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 0.65% of BCS Private Wealth Management's portfolio in Q1 2026, its #41 holding.
BCS Private Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2025 and has held it in 3 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 BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.