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
2026 Q2	$560	Buy	+5	New	+$609	﹤0.01%	4268
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

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

Global Retirement Partners's XES Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2026: 5 shares worth $560. The stake represents ﹤0.01% of the portfolio and ranks #4268 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XES as recently as Q4 2025.

Global Retirement Partners first reported a position in XES in Q2 2019 and has held it in 26 quarters since. The position peaked at $92K in Q2 2019. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

Global Retirement Partners held 5 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $560 as of Q2 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF was a new Global Retirement Partners position in Q2 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4268 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 26 quarters since.
Global Retirement Partners's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $92K in Q2 2019.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.