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

Oxford 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 		$6.98K Buy
+60
New +$6.29K ﹤0.01% 290

Other funds holding XES

NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oxford Financial Group's XES Position: Q1 2026 in Review

Oxford Financial Group opened a new position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2026: 60 shares worth $6.98K. The stake represents ﹤0.01% of the portfolio and ranks #290 among its holdings.

92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

  • Oxford Financial Group held 60 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $6.98K as of Q1 2026.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF was a new Oxford Financial Group position in Q1 2026.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #290 holding.
  • 92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.