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

Fulcrum Equity 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
Q2 		– Sell
-3,635
Closed -$423K – 162
2026
Q1 		$423K Buy
+3,635
New +$381K 0.41% 60
2023
Q2 		– Sell
-29,129
Closed -$2.19M – 118
2023
Q1 		$2.19M Buy
+29,129
New +$2.39M 2.06% 21

Other funds holding XES

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Fulcrum Equity Management's XES Position: Q2 2026 in Review

Fulcrum Equity Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2026, closing a stake of 3,635 shares — an estimated $423K sold.

Fulcrum Equity Management first reported a position in XES in Q1 2023 and held it in 2 quarters. The position peaked at $2.19M in Q1 2023. 6 funds tracked by Wall St. Rank hold XES as of Q2 2026.

  • Fulcrum Equity Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2026 after selling out during the quarter.
  • Fulcrum Equity Management sold 3,635 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2026, an estimated $423K.
  • Fulcrum Equity Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2023 and held it in 2 quarters.
  • Fulcrum Equity Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $2.19M in Q1 2023.
  • 6 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.