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 Q1	$975K	Buy	+8,380	New	+$879K	0.01%	1132

Other funds holding XES

NHFG

New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Wealth Concepts's XES Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2026: 8,380 shares worth $975K. The stake represents 0.01% of the portfolio and ranks #1132 among its holdings.

92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

Integrated Wealth Concepts held 8,380 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $975K as of Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF was a new Integrated Wealth Concepts position in Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1132 holding.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.