Integrated Wealth Concepts’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Integrated Wealth Concepts’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	$26.2K	Sell	234 -8,146	-97%	-$992K	﹤0.01%	3873
2026 Q1	$975K	Buy	+8,380	New	+$879K	0.01%	1132

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

Integrated Wealth Concepts's XES Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 97% in Q2 2026, selling an estimated $992K and leaving 234 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3873.

Integrated Wealth Concepts first reported a position in XES in Q1 2026 and has held it in 2 quarters since. The position peaked at $975K in Q1 2026. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

Integrated Wealth Concepts held 234 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $26.2K as of Q2 2026.
Integrated Wealth Concepts sold 8,146 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2026, an estimated $992K.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3873 holding.
Integrated Wealth Concepts first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2026 and has held it in 2 quarters since.
Integrated Wealth Concepts's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $975K in Q1 2026.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.