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IFP Advisors’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

IFP Advisors’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 		$25.2K Buy
+217
New +$22.8K ﹤0.01% 2657
2023
Q4 		– Sell
-5
Closed -$479 – 3368
2023
Q3 		$479 Hold
5
– – ﹤0.01% 3110
2023
Q2 		$391 Hold
5
– – ﹤0.01% 3229
2023
Q1 		$110 Hold
5
– – ﹤0.01% 3307
2022
Q4 		$1K Hold
5
– – ﹤0.01% 4520
2022
Q3 		$1K Hold
5
– – ﹤0.01% 4709
2022
Q2 		$1K Hold
5
– – ﹤0.01% 4478
2022
Q1 		$1K Hold
5
– – ﹤0.01% 4476
2021
Q4 		$1K Hold
5
– – ﹤0.01% 3150
2021
Q3 		$1K Hold
5
– – ﹤0.01% 3161
2021
Q2 		$0 Hold
5
– – ﹤0.01% 3267
2021
Q1 		$0 Hold
5
– – ﹤0.01% 3251
2020
Q4 		$0 Hold
5
– – ﹤0.01% 3120
2020
Q3 		$0 Sell
5
-30
-86% -$1.01K ﹤0.01% 3023
2020
Q2 		$1K Sell
35
-321
-90% -$9.73K ﹤0.01% 2638
2020
Q1 		$1K Buy
356
+320
+889% +$17.7K ﹤0.01% 2641
2019
Q4 		$2K Hold
36
– – ﹤0.01% 2561
2019
Q3 		$2K Buy
+36
New +$2.94K ﹤0.01% 2740
2019
Q1 		$26K Sell
220
-1,359
-86% -$151K ﹤0.01% 1235
2018
Q4 		$142K Sell
1,579
-4,552
-74% -$590K 0.01% 1017
2018
Q3 		$1.02M Buy
6,131
+671
+12% +$110K 0.04% 419
2018
Q2 		$926K Buy
5,460
+1,187
+28% +$201K 0.04% 436
2018
Q1 		$732K Hold
4,273
– – 0.03% 482
2017
Q4 		$732K Buy
4,273
+3,518
+466% +$558K 0.03% 483
2017
Q3 		$125K Sell
755
-45
-6% -$6.68K 0.01% 1419
2017
Q2 		$124K Buy
800
+81
+11% +$14K 0.01% 1412
2017
Q1 		$144K Buy
719
+14
+2% +$3.03K 0.01% 1288
2016
Q4 		$158K Buy
705
+488
+225% +$98.5K 0.01% 1178
2016
Q3 		$41K Sell
217
-22
-9% -$3.94K ﹤0.01% 1947
2016
Q2 		$45K Buy
239
+19
+9% +$3.46K ﹤0.01% 1836
2016
Q1 		$26K Buy
220
+134
+156% +$20.8K ﹤0.01% 1232
2015
Q4 		$15K Buy
+86
New +$16.9K ﹤0.01% 2346

Other funds holding XES

NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFP Advisors's XES Position: Q1 2026 in Review

IFP Advisors opened a new position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2026: 217 shares worth $25.2K. The stake represents ﹤0.01% of the portfolio and ranks #2657 among its holdings. This is a return to the name: IFP Advisors previously reported a position in XES as recently as Q3 2023.

IFP Advisors first reported a position in XES in Q4 2015 and has held it in 32 quarters since. The position peaked at $1.02M in Q3 2018. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

  • IFP Advisors held 217 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $25.2K as of Q1 2026.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF was a new IFP Advisors position in Q1 2026.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2657 holding.
  • IFP Advisors first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2015 and has held it in 32 quarters since.
  • IFP Advisors's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $1.02M in Q3 2018.
  • 92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.