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 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

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

Founders Financial Alliance's XES Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2026: 25 shares worth $2.91K. The stake represents ﹤0.01% of the portfolio and ranks #699 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in XES as recently as Q3 2025.

Founders Financial Alliance first reported a position in XES in Q3 2020 and has held it in 15 quarters since. The position peaked at $62K in Q1 2025. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

Founders Financial Alliance held 25 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $2.91K as of Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF was a new Founders Financial Alliance position in Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #699 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 15 quarters since.
Founders Financial Alliance's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $62K in Q1 2025.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.