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 Q2	$2.06M	Hold	18,400	–	–	0.62%	41
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

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

BCS Private Wealth Management's XES Position: Q2 2026 in Review

BCS Private Wealth Management held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q2 2026 at 18,400 shares worth $2.06M. The position accounts for 0.62% of the portfolio, ranked #41.

BCS Private Wealth Management first reported a position in XES in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.14M in Q1 2026. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

BCS Private Wealth Management held 18,400 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $2.06M as of Q2 2026.
BCS Private Wealth Management left its State Street SPDR S&P Oil & Gas Equipment & Services ETF share count unchanged in Q2 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 0.62% of BCS Private Wealth Management's portfolio in Q2 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 4 quarters since.
BCS Private Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $2.14M 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 BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.