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

CreativeOne Wealth’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 		– Sell
-3,003
Closed -$349K – 1286
2026
Q1 		$349K Buy
+3,003
New +$315K 0.01% 925

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

CreativeOne Wealth's XES Position: Q2 2026 in Review

CreativeOne Wealth sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2026, closing a stake of 3,003 shares — an estimated $349K sold.

CreativeOne Wealth first reported a position in XES in Q1 2026 and held it in 1 quarter. The position peaked at $349K in Q1 2026. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

  • CreativeOne Wealth reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 3,003 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2026, an estimated $349K.
  • CreativeOne Wealth first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2026 and held it in 1 quarter.
  • CreativeOne Wealth's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $349K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.