Key Financial Inc’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Key Financial Inc’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	$1.51K	Hold	13	–	–	﹤0.01%	1203
2025 Q4	$1.07K	Hold	13	–	–	﹤0.01%	1247
2025 Q3	$959	Hold	13	–	–	﹤0.01%	1274
2025 Q2	$825	Hold	13	–	–	﹤0.01%	1291
2025 Q1	$928	Hold	13	–	–	﹤0.01%	1236
2024 Q4	$1.03K	Hold	13	–	–	﹤0.01%	1227
2024 Q3	$1.05K	Hold	13	–	–	﹤0.01%	1191
2024 Q2	$1.18K	Hold	13	–	–	﹤0.01%	1166
2024 Q1	$1.21K	Hold	13	–	–	﹤0.01%	1160
2023 Q4	$1.1K	Hold	13	–	–	﹤0.01%	1172
2023 Q3	$1.25K	Hold	13	–	–	﹤0.01%	1162
2023 Q2	$1.02K	Hold	13	–	–	﹤0.01%	1238
2023 Q1	$978	Hold	13	–	–	﹤0.01%	1036
2022 Q4	$717	Hold	13	–	–	﹤0.01%	1066
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	1092
2022 Q2	$1K	Buy	+13	New	+$937	﹤0.01%	1069

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

Key Financial Inc's XES Position: Q1 2026 in Review

Key Financial Inc held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q1 2026 at 13 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Key Financial Inc first reported a position in XES in Q2 2022 and has held it in 16 quarters since. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

Key Financial Inc held 13 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $1.51K as of Q1 2026.
Key Financial Inc left its State Street SPDR S&P Oil & Gas Equipment & Services ETF share count unchanged in Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1203 holding.
Key Financial Inc first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2022 and has held it in 16 quarters since.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.