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

Founders Financial Alliance’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	$2.8K	Hold	25	–	–	﹤0.01%	748
2026 Q1	$2.91K	Buy	+25	New	+$2.62K	﹤0.01%	699
2025 Q4	–	Sell	-25	Closed	-$1.81K	–	730
2025 Q3	$1.81K	Sell	25 -68	-73%	-$4.64K	﹤0.01%	693
2025 Q2	$5.9K	Sell	93 -776	-89%	-$47.9K	﹤0.01%	486
2025 Q1	$62K	Buy	869 +844	+3,376%	+$65.2K	0.02%	423
2024 Q4	$1.97K	Hold	25	–	–	﹤0.01%	551
2024 Q3	$2.02K	Hold	25	–	–	﹤0.01%	561
2024 Q2	$2.27K	Hold	25	–	–	﹤0.01%	534
2024 Q1	$2.33K	Hold	25	–	–	﹤0.01%	534
2023 Q4	$2.11K	Sell	25 -17	-40%	-$1.47K	﹤0.01%	477
2023 Q3	$4.02K	Hold	42	–	–	﹤0.01%	449
2023 Q2	$3.28K	Hold	42	–	–	﹤0.01%	487
2023 Q1	$3.24K	Hold	42	–	–	﹤0.01%	436
2022 Q4	$3.35K	Hold	42	–	–	﹤0.01%	459
2022 Q3	$2K	Buy	+42	New	+$2.51K	﹤0.01%	466
2020 Q4	–	Sell	-42	Closed	-$1K	–	1255
2020 Q3	$1K	Buy	+42	New	+$1.42K	﹤0.01%	1332

Other funds holding XES

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 New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Founders Financial Alliance's XES Position: Q2 2026 in Review

Founders Financial Alliance held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q2 2026 at 25 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Founders Financial Alliance first reported a position in XES in Q3 2020 and has held it in 16 quarters since. The position peaked at $62K in Q1 2025. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

Founders Financial Alliance held 25 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $2.8K as of Q2 2026.
Founders Financial Alliance left its State Street SPDR S&P Oil & Gas Equipment & Services ETF share count unchanged in Q2 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #748 holding.
Founders Financial Alliance first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2020 and has held it in 16 quarters since.
Founders Financial Alliance's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $62K in Q1 2025.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.