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Meridian Investment Counsel’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Meridian Investment Counsel’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 		$1.71M Sell
15,295
-4,480
-23% -$546K 0.37% 86
2026
Q1 		$2.3M Buy
19,775
+2,855
+17% +$299K 0.55% 59
2025
Q4 		$1.39M Sell
16,920
-800
-5% -$63.3K 0.33% 89
2025
Q3 		$1.28M Sell
17,720
-200
-1% -$13.6K 0.32% 91
2025
Q2 		$1.14M Buy
17,920
+375
+2% +$23.2K 0.31% 92
2025
Q1 		$1.25M Buy
17,545
+1,400
+9% +$108K 0.37% 82
2024
Q4 		$1.27M Buy
16,145
+6,600
+69% +$537K 0.38% 78
2024
Q3 		$771K Buy
9,545
+3,400
+55% +$297K 0.23% 105
2024
Q2 		$558K Buy
6,145
+2,500
+69% +$229K 0.18% 127
2024
Q1 		$339K Buy
3,645
+250
+7% +$20.9K 0.11% 164
2023
Q4 		$287K Buy
3,395
+1,040
+44% +$90.2K 0.1% 180
2023
Q3 		$226K Buy
+2,355
New +$218K 0.08% 186

Other funds holding XES

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
TFM
Trademark Financial Management Bloomington, Minnesota $244M AUM 22.47% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Meridian Investment Counsel's XES Position: Q2 2026 in Review

Meridian Investment Counsel reduced its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 23% in Q2 2026, selling an estimated $546K and leaving 15,295 shares worth $1.71M. The position accounts for 0.37% of the portfolio, ranked #86.

Meridian Investment Counsel first reported a position in XES in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.3M in Q1 2026. 21 funds tracked by Wall St. Rank hold XES as of Q2 2026.

  • Meridian Investment Counsel held 15,295 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $1.71M as of Q2 2026.
  • Meridian Investment Counsel sold 4,480 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2026, an estimated $546K.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 0.37% of Meridian Investment Counsel's portfolio in Q2 2026, its #86 holding.
  • Meridian Investment Counsel first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2023 and has held it in 12 quarters since.
  • Meridian Investment Counsel's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $2.3M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.