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

Phillips Financial Management’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	$5.82K	Hold	50	–	–	﹤0.01%	275
2025 Q4	$4.1K	Hold	50	–	–	﹤0.01%	300
2025 Q3	$3.62K	Hold	50	–	–	﹤0.01%	298
2025 Q2	$3.17K	Hold	50	–	–	﹤0.01%	271
2025 Q1	$3.57K	Hold	50	–	–	﹤0.01%	254
2024 Q4	$3.95K	Hold	50	–	–	﹤0.01%	250
2024 Q3	$4.04K	Hold	50	–	–	﹤0.01%	263
2024 Q2	$4.54K	Hold	50	–	–	﹤0.01%	254
2024 Q1	$4.66K	Hold	50	–	–	﹤0.01%	248
2023 Q4	$4.23K	Hold	50	–	–	﹤0.01%	237
2023 Q3	$4.79K	Hold	50	–	–	﹤0.01%	231
2023 Q2	$3.91K	Hold	50	–	–	﹤0.01%	228
2023 Q1	$3.76K	Buy	+50	New	+$4.11K	﹤0.01%	232

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

Phillips Financial Management's XES Position: Q1 2026 in Review

Phillips Financial Management held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q1 2026 at 50 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Phillips Financial Management first reported a position in XES in Q1 2023 and has held it in 13 quarters since. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

Phillips Financial Management held 50 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $5.82K as of Q1 2026.
Phillips Financial Management 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 Phillips Financial Management's portfolio in Q1 2026, its #275 holding.
Phillips Financial Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2023 and has held it in 13 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 Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.