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 Q1	$2.47K	Buy	+21	New	+$2.2K	﹤0.01%	1047

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

Cassaday & Co Wealth Management's XES Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2026: 21 shares worth $2.47K. The stake represents ﹤0.01% of the portfolio and ranks #1047 among its holdings.

92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

Cassaday & Co Wealth Management held 21 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $2.47K as of Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1047 holding.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.