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

Caldwell Trust’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	$7.85K	Buy	+70	New	+$8.53K	﹤0.01%	703

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

Caldwell Trust's XES Position: Q2 2026 in Review

Caldwell Trust opened a new position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2026: 70 shares worth $7.85K. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings.

93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

Caldwell Trust held 70 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $7.85K as of Q2 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF was a new Caldwell Trust position in Q2 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #703 holding.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.