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 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

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

Lodestone Wealth Management's XES Position: Q2 2026 in Review

Lodestone Wealth Management increased its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 1% in Q2 2026, buying an estimated $122 and bringing the position to 101 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Lodestone Wealth Management first reported a position in XES in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.7K in Q1 2026. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

Lodestone Wealth Management held 101 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $11.3K as of Q2 2026.
Lodestone Wealth Management bought 1 State Street SPDR S&P Oil & Gas Equipment & Services ETF share in Q2 2026, an estimated $122.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #504 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 2 quarters since.
Lodestone Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $11.7K 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 Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.