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Global Retirement Partners’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Global Retirement Partners’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
2025
Q4 		$8.61K Sell
105
-100
-49% -$7.91K ﹤0.01% 3217
2025
Q3 		$14.8K Sell
205
-902
-81% -$61.5K ﹤0.01% 2528
2025
Q2 		$70.3K Buy
+1,107
New +$68.3K ﹤0.01% 1592
2024
Q4 		$8.47K Sell
107
-415
-80% -$33.8K ﹤0.01% 2457
2024
Q3 		$42.2K Hold
522
– – ﹤0.01% 1641
2024
Q2 		$47.4K Buy
522
+416
+392% +$38K ﹤0.01% 1566
2024
Q1 		$9.89K Hold
106
– – ﹤0.01% 2129
2023
Q4 		$8.22K Buy
106
+5
+5% +$434 ﹤0.01% 2138
2023
Q3 		$8.9K Sell
101
-50
-33% -$4.62K ﹤0.01% 1998
2023
Q2 		$11.8K Hold
151
– – ﹤0.01% 1904
2023
Q1 		$10.3K Sell
151
-372
-71% -$30.6K ﹤0.01% 1916
2022
Q4 		$41.7K Sell
523
-99
-16% -$7.33K ﹤0.01% 1170
2022
Q3 		$49K Sell
622
-200
-24% -$11.9K ﹤0.01% 1020
2022
Q2 		$49K Buy
822
+201
+32% +$14.5K ﹤0.01% 1000
2022
Q1 		$46K Buy
+621
New +$39.8K ﹤0.01% 1032
2021
Q4 		– Sell
-1,018
Closed -$55K – 1836
2021
Q3 		$55K Buy
1,018
+200
+24% +$10.6K 0.01% 828
2021
Q2 		$51K Sell
818
-399
-33% -$23.1K 0.01% 845
2021
Q1 		$65K Sell
1,217
-653
-35% -$35.8K 0.01% 695
2020
Q4 		$84K Sell
1,870
-149
-7% -$5.43K 0.01% 572
2020
Q3 		$56K Sell
2,019
-103
-5% -$3.48K 0.01% 615
2020
Q2 		$70K Buy
2,122
+3
+0.1% +$91 0.01% 560
2020
Q1 		$48K Buy
2,119
+1,206
+132% +$66.9K 0.01% 579
2019
Q4 		$74K Sell
913
-48
-5% -$3.43K 0.01% 554
2019
Q3 		$70K Buy
961
+1
+0.1% +$82 0.01% 552
2019
Q2 		$92K Buy
+960
New +$99.2K 0.02% 472

Other funds holding XES

NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Global Retirement Partners's XES Position: Q4 2025 in Review

Global Retirement Partners reduced its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 49% in Q4 2025, selling an estimated $7.91K and leaving 105 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #3217.

Global Retirement Partners first reported a position in XES in Q2 2019 and has held it in 25 quarters since. The position peaked at $92K in Q2 2019. 72 funds tracked by Wall St. Rank hold XES as of Q4 2025.

  • Global Retirement Partners held 105 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $8.61K as of Q4 2025.
  • Global Retirement Partners sold 100 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2025, an estimated $7.91K.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3217 holding.
  • Global Retirement Partners first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2019 and has held it in 25 quarters since.
  • Global Retirement Partners's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $92K in Q2 2019.
  • 72 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.