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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
Q2 		– Sell
-60
Closed -$6.98K – 322
2026
Q1 		$6.98K Buy
+60
New +$6.29K ﹤0.01% 290

Other funds holding XES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Oxford Financial Group's XES Position: Q2 2026 in Review

Oxford Financial Group sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2026, closing a stake of 60 shares — an estimated $6.98K sold.

Oxford Financial Group first reported a position in XES in Q1 2026 and held it in 1 quarter. The position peaked at $6.98K in Q1 2026. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

  • Oxford Financial Group reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2026 after selling out during the quarter.
  • Oxford Financial Group sold 60 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2026, an estimated $6.98K.
  • Oxford Financial Group first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2026 and held it in 1 quarter.
  • Oxford Financial Group's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $6.98K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.