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 Q2	$368K	Sell	3,283 -680	-17%	-$82.8K	0.02%	386
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

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

Keystone Financial Group (Kentucky)'s XES Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 17% in Q2 2026, selling an estimated $82.8K and leaving 3,283 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #386.

Keystone Financial Group (Kentucky) first reported a position in XES in Q4 2021 and has held it in 17 quarters since. The position peaked at $461K in Q1 2026. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

Keystone Financial Group (Kentucky) held 3,283 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $368K as of Q2 2026.
Keystone Financial Group (Kentucky) sold 680 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2026, an estimated $82.8K.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #386 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 17 quarters since.
Keystone Financial Group (Kentucky)'s State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $461K 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 Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.