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Concurrent Investment Advisors’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Concurrent Investment Advisors’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 		$254K Buy
+2,270
New +$277K ﹤0.01% 1797

Other funds holding XES

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
TFM
Trademark Financial Management Bloomington, Minnesota $244M AUM 22.47% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Concurrent Investment Advisors's XES Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2026: 2,270 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #1797 among its holdings.

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

  • Concurrent Investment Advisors held 2,270 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $254K as of Q2 2026.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1797 holding.
  • 21 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.