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

Cassaday & Co 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 		$60.3K Buy
538
+517
+2,462% +$63K ﹤0.01% 592
2026
Q1 		$2.47K Buy
+21
New +$2.2K ﹤0.01% 1047

Other funds holding XES

Morgan Stanley
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TF
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cassaday & Co Wealth Management's XES Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 2,462% in Q2 2026, buying an estimated $63K and bringing the position to 538 shares worth $60.3K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Cassaday & Co Wealth Management first reported a position in XES in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

  • Cassaday & Co Wealth Management held 538 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $60.3K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 517 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2026, an estimated $63K.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #592 holding.
  • Cassaday & Co Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.