New Harbor Financial Group’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

New Harbor Financial Group’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	$42.6M	Buy	366,483 +717	+0.2%	+$75.2K	7.51%	1
2025 Q4	$30M	Buy	+365,766	New	+$28.9M	5.49%	7
2022 Q2	–	Sell	-376,400	Closed	-$28.2M	–	32
2022 Q1	$28.2M	Buy	+376,400	New	+$24.1M	10%	5

Other funds holding XES

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

New Harbor Financial Group's XES Position: Q1 2026 in Review

New Harbor Financial Group increased its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 0.2% in Q1 2026, buying an estimated $75.2K and bringing the position to 366,483 shares worth $42.6M. The position accounts for 7.51% of the portfolio, ranked #1.

New Harbor Financial Group first reported a position in XES in Q1 2022 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

New Harbor Financial Group held 366,483 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $42.6M as of Q1 2026.
New Harbor Financial Group bought 717 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2026, an estimated $75.2K.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 7.51% of New Harbor Financial Group's portfolio in Q1 2026, its #1 holding.
New Harbor Financial Group first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2022 and has held it in 3 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 New Harbor Financial Group's 13F filing for Q1 2026, filed 5 May 2026.