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

Medallion Wealth Advisors’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	$3.47K	Hold	31	–	–	﹤0.01%	907
2026 Q1	$3.61K	Hold	31	–	–	﹤0.01%	927
2025 Q4	$2.54K	Hold	31	–	–	﹤0.01%	956
2025 Q3	$2.24K	Hold	31	–	–	﹤0.01%	966
2025 Q2	$2.02K	Hold	31	–	–	﹤0.01%	955
2025 Q1	$2.24K	Hold	31	–	–	﹤0.01%	902
2024 Q4	$2.45K	Buy	+31	New	+$2.52K	﹤0.01%	835

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

Medallion Wealth Advisors's XES Position: Q2 2026 in Review

Medallion Wealth Advisors held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q2 2026 at 31 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Medallion Wealth Advisors first reported a position in XES in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.61K in Q1 2026. 92 funds tracked by Wall St. Rank hold XES as of Q2 2026.

Medallion Wealth Advisors held 31 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $3.47K as of Q2 2026.
Medallion Wealth Advisors left its State Street SPDR S&P Oil & Gas Equipment & Services ETF share count unchanged in Q2 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #907 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $3.61K in Q1 2026.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.