Envestnet Asset Management’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Envestnet Asset 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	$546K	Buy	4,695 +65	+1%	+$6.82K	﹤0.01%	3872
2025 Q4	$380K	Sell	4,630 -674	-13%	-$53.3K	﹤0.01%	3879
2025 Q3	$384K	Sell	5,304 -507	-9%	-$34.6K	﹤0.01%	3926
2025 Q2	$369K	Sell	5,811 -534	-8%	-$33K	﹤0.01%	3914
2025 Q1	$453K	Sell	6,345 -2,903	-31%	-$224K	﹤0.01%	3691
2024 Q4	$730K	Sell	9,248 -5,485	-37%	-$446K	﹤0.01%	3358
2024 Q3	$1.19M	Buy	14,733 +7,272	+97%	+$635K	﹤0.01%	3011
2024 Q2	$678K	Buy	7,461 +118	+2%	+$10.8K	﹤0.01%	3277
2024 Q1	$684K	Sell	7,343 -9,908	-57%	-$829K	﹤0.01%	3257
2023 Q4	$1.46M	Buy	17,251 +1,804	+12%	+$156K	﹤0.01%	2657
2023 Q3	$1.48M	Buy	15,447 +7,971	+107%	+$737K	﹤0.01%	2535
2023 Q2	$584K	Sell	7,476 -13,544	-64%	-$996K	﹤0.01%	3115
2023 Q1	$1.58M	Buy	21,020 +14,665	+231%	+$1.2M	﹤0.01%	2350
2022 Q4	$507K	Buy	6,355 +1,922	+43%	+$142K	﹤0.01%	3092
2022 Q3	$245K	Buy	4,433 +650	+17%	+$38.8K	﹤0.01%	3482
2022 Q2	$226K	Buy	+3,783	New	+$273K	﹤0.01%	3512

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

Envestnet Asset Management's XES Position: Q1 2026 in Review

Envestnet Asset Management increased its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 1.4% in Q1 2026, buying an estimated $6.82K and bringing the position to 4,695 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #3872.

Envestnet Asset Management first reported a position in XES in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.58M in Q1 2023. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

Envestnet Asset Management held 4,695 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $546K as of Q1 2026.
Envestnet Asset Management bought 65 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2026, an estimated $6.82K.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3872 holding.
Envestnet Asset Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2022 and has held it in 16 quarters since.
Envestnet Asset Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $1.58M in Q1 2023.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.