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

Prosperity Consulting 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	$207K	Buy	+1,843	New	+$224K	0.01%	614
2025 Q2	–	Sell	-4,486	Closed	-$320K	–	484
2025 Q1	$320K	Sell	4,486 -1,286	-22%	-$99.4K	0.02%	358
2024 Q4	$456K	Sell	5,772 -1,658	-22%	-$135K	0.03%	327
2024 Q3	$600K	Buy	+7,430	New	+$648K	0.05%	288

Other funds holding XES

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 New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Prosperity Consulting Group's XES Position: Q2 2026 in Review

Prosperity Consulting Group opened a new position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2026: 1,843 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: Prosperity Consulting Group previously reported a position in XES as recently as Q1 2025.

Prosperity Consulting Group first reported a position in XES in Q3 2024 and has held it in 4 quarters since. The position peaked at $600K in Q3 2024. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

Prosperity Consulting Group held 1,843 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $207K as of Q2 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF was a new Prosperity Consulting Group position in Q2 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #614 holding.
Prosperity Consulting Group first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2024 and has held it in 4 quarters since.
Prosperity Consulting Group's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $600K in Q3 2024.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.