Integrated Wealth Concepts
XES icon

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 		– Sell
-8,380
Closed -$975K – 2547
2026
Q1 		$975K Buy
+8,380
New +$879K 0.01% 1132

Other funds holding XES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Black Swift Group
Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return
Susquehanna International Group
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 sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2026, closing a stake of 8,380 shares — an estimated $975K sold.

Integrated Wealth Concepts first reported a position in XES in Q1 2026 and held it in 1 quarter. The position peaked at $975K in Q1 2026. 92 funds tracked by Wall St. Rank hold XES as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 8,380 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2026, an estimated $975K.
  • Integrated Wealth Concepts first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2026 and held it in 1 quarter.
  • Integrated Wealth Concepts's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $975K in Q1 2026.
  • 92 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.