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

Financial Management Professionals’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 Q3	$1.38M	Buy	12,870 +4,014	+45%	+$464K	0.13%	58
2026 Q2	$993K	Buy	+8,856	New	+$1.08M	0.09%	70
2024 Q1	–	Sell	-25,313	Closed	-$2.14M	–	1103
2023 Q4	$2.14M	Buy	+25,313	New	+$2.2M	0.35%	43
2021 Q3	–	Sell	-18,716	Closed	-$1.16M	–	1069
2021 Q2	$1.16M	Buy	+18,716	New	+$1.09M	0.3%	37

Other funds holding XES

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Trademark Financial Management Bloomington, Minnesota $247M AUM 16.73% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Financial Management Professionals's XES Position: Q3 2026 in Review

Financial Management Professionals increased its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 45% in Q3 2026, buying an estimated $464K and bringing the position to 12,870 shares worth $1.38M. The position accounts for 0.13% of the portfolio, ranked #58.

Financial Management Professionals first reported a position in XES in Q2 2021 and has held it in 4 quarters since. The position peaked at $2.14M in Q4 2023. 14 funds tracked by Wall St. Rank hold XES as of Q3 2026.

Financial Management Professionals held 12,870 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $1.38M as of Q3 2026.
Financial Management Professionals bought 4,014 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q3 2026, an estimated $464K.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 0.13% of Financial Management Professionals's portfolio in Q3 2026, its #58 holding.
Financial Management Professionals first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2021 and has held it in 4 quarters since.
Financial Management Professionals's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $2.14M in Q4 2023.
14 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.