Lodestone Wealth Management’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Lodestone Wealth Management’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 Q3	$10.8K	Hold	101	–	–	﹤0.01%	525
2026 Q2	$11.3K	Buy	101 +1	+1%	+$122	﹤0.01%	504
2026 Q1	$11.7K	Buy	+100	New	+$10.5K	﹤0.01%	489

Other funds holding XES

MIC

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Lodestone Wealth Management's XES Position: Q3 2026 in Review

Lodestone Wealth Management held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q3 2026 at 101 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Lodestone Wealth Management first reported a position in XES in Q1 2026 and has held it in 3 quarters since. The position peaked at $11.7K in Q1 2026. 7 funds tracked by Wall St. Rank hold XES as of Q3 2026.

Lodestone Wealth Management held 101 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $10.8K as of Q3 2026.
Lodestone Wealth Management left its State Street SPDR S&P Oil & Gas Equipment & Services ETF share count unchanged in Q3 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #525 holding.
Lodestone Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2026 and has held it in 3 quarters since.
Lodestone Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $11.7K in Q1 2026.
7 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.