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

NewEdge 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	$10K	Hold	86	–	–	﹤0.01%	3400
2025 Q4	$7.03K	Buy	86 +1	+1%	+$79	﹤0.01%	3574
2025 Q3	$6.18K	Hold	85	–	–	﹤0.01%	3469
2025 Q2	$5.39K	Hold	85	–	–	﹤0.01%	3388
2025 Q1	$6.03K	Sell	85 -153	-64%	-$11.8K	﹤0.01%	3252
2024 Q4	$18.7K	Buy	238 +1	+0.4%	+$81	﹤0.01%	2828
2024 Q3	$19.1K	Buy	237 +1	+0.4%	+$87	﹤0.01%	2728
2024 Q2	$21.4K	Buy	236 +1	+0.4%	+$91	﹤0.01%	2601
2024 Q1	$21.9K	Buy	235 +51	+28%	+$4.27K	﹤0.01%	2601
2023 Q4	$15.6K	Buy	184 +101	+122%	+$8.76K	﹤0.01%	2676
2023 Q3	$7.94K	Hold	83	–	–	﹤0.01%	2656
2023 Q2	$6.47K	Hold	83	–	–	﹤0.01%	2732
2023 Q1	$6.21K	Hold	83	–	–	﹤0.01%	2710
2022 Q4	$7	Buy	+83	New	+$6.15K	﹤0.01%	3767
2017 Q3	–	Sell	-40	Closed	-$6.04K	–	1139
2017 Q2	$6.04K	Buy	+40	New	+$6.9K	﹤0.01%	1102

Other funds holding XES

NHFG

New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 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

NewEdge Advisors's XES Position: Q1 2026 in Review

NewEdge Advisors held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q1 2026 at 86 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #3400.

NewEdge Advisors first reported a position in XES in Q2 2017 and has held it in 15 quarters since. The position peaked at $21.9K in Q1 2024. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

NewEdge Advisors held 86 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $10K as of Q1 2026.
NewEdge 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 NewEdge Advisors's portfolio in Q1 2026, its #3400 holding.
NewEdge Advisors first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2017 and has held it in 15 quarters since.
NewEdge Advisors's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $21.9K in Q1 2024.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.