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 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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 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

Medallion Wealth Advisors's XES Position: Q1 2026 in Review

Medallion Wealth Advisors held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q1 2026 at 31 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Medallion Wealth Advisors first reported a position in XES in Q4 2024 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

Medallion Wealth Advisors held 31 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $3.61K as of Q1 2026.
Medallion Wealth Advisors left its State Street SPDR S&P Oil & Gas Equipment & Services ETF share count unchanged in Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #927 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 6 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 Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.