ORG Wealth Partners
XES icon

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

ORG Wealth Partners’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
Q3 		$215 Buy
+2
New +$231 ﹤0.01% 2340

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Raymond James Financial
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Black Swift Group
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HighTower Advisors
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
BCS Private Wealth Management
BCS Private Wealth Management Rumson, New Jersey $366M AUM 18.54% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Meridian Investment Counsel
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

ORG Wealth Partners's XES Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q3 2026: 2 shares worth $215. The stake represents ﹤0.01% of the portfolio and ranks #2340 among its holdings.

57 funds tracked by Wall St. Rank hold XES as of Q3 2026.

  • ORG Wealth Partners held 2 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $215 as of Q3 2026.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF was a new ORG Wealth Partners position in Q3 2026.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2340 holding.
  • 57 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.