Creative Planning
XES icon

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

Creative Planning’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 		$271K Buy
+2,415
New +$294K ﹤0.01% 3653
2023
Q4 		– Sell
-122
Closed -$11.7K – 3105
2023
Q3 		$11.7K Buy
+122
New +$11.3K ﹤0.01% 2640
2018
Q1 		– Sell
-21,701
Closed -$3.72M – 2132
2017
Q4 		$3.72M Buy
21,701
+13,591
+168% +$2.16M 0.02% 306
2017
Q3 		$1.34M Sell
8,110
-14,200
-64% -$2.11M 0.01% 586
2017
Q2 		$3.45M Buy
22,310
+10,410
+87% +$1.8M 0.02% 292
2017
Q1 		$2.39M Sell
11,900
-33,754
-74% -$7.3M 0.01% 368
2016
Q4 		$10.2M Buy
45,654
+24,210
+113% +$4.89M 0.06% 121
2016
Q3 		$4.08M Buy
21,444
+6,200
+41% +$1.11M 0.03% 228
2016
Q2 		$2.86M Sell
15,244
-2,196
-13% -$400K 0.02% 262
2016
Q1 		$3.02M Sell
17,440
-10,984
-39% -$1.71M 0.02% 237
2015
Q4 		$4.99M Buy
28,424
+24,550
+634% +$4.83M 0.04% 162
2015
Q3 		$689K Buy
+3,874
New +$823K 0.01% 609
2015
Q2 		– Sell
-10,800
Closed -$2.72M – 3050
2015
Q1 		$2.72M Buy
10,800
+10,799
+1,079,900% +$2.8M 0.03% 228
2014
Q4 		$0 Sell
1
-800
-100% -$262K ﹤0.01% 4376
2014
Q3 		$322K Buy
801
+800
+80,000% +$360K ﹤0.01% 834
2014
Q2 		$1K Sell
1
-2,099
-100% -$977K ﹤0.01% 3674
2014
Q1 		$963K Buy
+2,100
New +$900K 0.01% 381
2013
Q3 		– Sell
-50
Closed -$20K – 3376
2013
Q2 		$20K Buy
+50
New +$19.7K ﹤0.01% 1934

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

Creative Planning's XES Position: Q2 2026 in Review

Creative Planning opened a new position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2026: 2,415 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #3653 among its holdings. This is a return to the name: Creative Planning previously reported a position in XES as recently as Q3 2023.

Creative Planning first reported a position in XES in Q2 2013 and has held it in 18 quarters since. The position peaked at $10.2M in Q4 2016. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

  • Creative Planning held 2,415 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $271K as of Q2 2026.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF was a new Creative Planning position in Q2 2026.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3653 holding.
  • Creative Planning first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2013 and has held it in 18 quarters since.
  • Creative Planning's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $10.2M in Q4 2016.
  • 93 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.