Keystone Financial Group (Kentucky)’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Keystone Financial Group (Kentucky)’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	$461K	Buy	3,963 +5	+0.1%	+$524	0.03%	310
2025 Q4	$324K	Hold	3,958	–	–	0.02%	335
2025 Q3	$286K	Hold	3,958	–	–	0.02%	332
2025 Q2	$251K	Hold	3,958	–	–	0.02%	354
2025 Q1	$282K	Hold	3,958	–	–	0.03%	307
2024 Q4	$312K	Sell	3,958 -20	-0.5%	-$1.63K	0.03%	291
2024 Q3	$321K	Buy	+3,978	New	+$347K	0.04%	270
2024 Q2	–	Sell	-4,377	Closed	-$407K	–	344
2024 Q1	$407K	Sell	4,377 -149	-3%	-$12.5K	0.06%	208
2023 Q4	$383K	Hold	4,526	–	–	0.07%	183
2023 Q3	$434K	Sell	4,526 -45	-1%	-$4.16K	0.07%	171
2023 Q2	$357K	Buy	+4,571	New	+$336K	0.06%	196
2022 Q4	$375K	Hold	4,700	–	–	0.07%	181
2022 Q3	$259K	Buy	4,700 +500	+12%	+$29.9K	0.05%	224
2022 Q2	$251K	Hold	4,200	–	–	0.05%	243
2022 Q1	$315K	Buy	4,200 +150	+4%	+$9.62K	0.05%	221
2021 Q4	$200K	Buy	+4,050	New	+$222K	0.03%	294

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

Keystone Financial Group (Kentucky)'s XES Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 0.13% in Q1 2026, buying an estimated $524 and bringing the position to 3,963 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #310.

Keystone Financial Group (Kentucky) first reported a position in XES in Q4 2021 and has held it in 16 quarters since. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

Keystone Financial Group (Kentucky) held 3,963 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $461K as of Q1 2026.
Keystone Financial Group (Kentucky) bought 5 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2026, an estimated $524.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #310 holding.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2021 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 Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.