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

EverSource Wealth 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 Q1	$164	Hold	1	–	–	﹤0.01%	4221
2025 Q4	$115	Hold	1	–	–	﹤0.01%	4087
2025 Q3	$101	Sell	1 -36	-97%	-$2.46K	﹤0.01%	4202
2025 Q2	$2.37K	Hold	37	–	–	﹤0.01%	3452
2025 Q1	$2.65K	Buy	+37	New	+$2.86K	﹤0.01%	2796
2023 Q4	–	Sell	-312	Closed	-$29.9K	–	2753
2023 Q3	$29.9K	Buy	312 +274	+721%	+$25.3K	﹤0.01%	981
2023 Q2	$2.97K	Sell	38 -33,766	-100%	-$2.48M	﹤0.01%	1923
2023 Q1	$2.54M	Buy	+33,804	New	+$2.78M	0.32%	83

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

EverSource Wealth Advisors's XES Position: Q1 2026 in Review

EverSource Wealth Advisors held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q1 2026 at 1 share worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #4221.

EverSource Wealth Advisors first reported a position in XES in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.54M in Q1 2023. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

EverSource Wealth Advisors held 1 share of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $164 as of Q1 2026.
EverSource Wealth Advisors left its State Street SPDR S&P Oil & Gas Equipment & Services ETF share count unchanged in Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4221 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2023 and has held it in 8 quarters since.
EverSource Wealth Advisors's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $2.54M 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 EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.