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Blue Trust Inc’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Blue Trust Inc’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
-85
Closed -$6.15K – 2743
2025
Q3 		$6.15K Buy
+85
New +$5.8K ﹤0.01% 1954

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

Blue Trust Inc's XES Position: Q4 2025 in Review

Blue Trust Inc sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2025, closing a stake of 85 shares — an estimated $6.15K sold.

Blue Trust Inc first reported a position in XES in Q3 2025 and held it in 1 quarter. The position peaked at $6.15K in Q3 2025. 72 funds tracked by Wall St. Rank hold XES as of Q4 2025.

  • Blue Trust Inc reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 85 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2025, an estimated $6.15K.
  • Blue Trust Inc first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2025 and held it in 1 quarter.
  • Blue Trust Inc's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $6.15K 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 Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.