Phillips Financial Management
XES icon

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
Q3 		$5.38K Hold
50
– – ﹤0.01% 275
2026
Q2 		$5.6K Hold
50
– – ﹤0.01% 283
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

New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Meridian Investment Counsel
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
Lodestone Wealth Management
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Phillips Financial Management's XES Position: Q3 2026 in Review

Phillips Financial Management held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q3 2026 at 50 shares worth $5.38K. 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 15 quarters since. The position peaked at $5.82K in Q1 2026. 11 funds tracked by Wall St. Rank hold XES as of Q3 2026.

  • Phillips Financial Management held 50 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $5.38K as of Q3 2026.
  • Phillips Financial Management left its State Street SPDR S&P Oil & Gas Equipment & Services ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q3 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 15 quarters since.
  • Phillips Financial Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $5.82K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.