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

Provident Wealth 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	$43K	Hold	400	–	–	0.02%	103
2026 Q2	$44.8K	Hold	400	–	–	0.01%	136
2026 Q1	$46.5K	Hold	400	–	–	0.01%	116
2025 Q4	$32.8K	Hold	400	–	–	0.01%	125
2025 Q3	$28.9K	Hold	400	–	–	0.01%	125
2025 Q2	$25.4K	Hold	400	–	–	0.01%	121
2025 Q1	$28.5K	Buy	+400	New	+$30.9K	0.01%	118

Other funds holding XES

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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 Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Provident Wealth Management's XES Position: Q3 2026 in Review

Provident Wealth Management held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q3 2026 at 400 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #103.

Provident Wealth Management first reported a position in XES in Q1 2025 and has held it in 7 quarters since. The position peaked at $46.5K in Q1 2026. 11 funds tracked by Wall St. Rank hold XES as of Q3 2026.

Provident Wealth Management held 400 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $43K as of Q3 2026.
Provident Wealth 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 0.02% of Provident Wealth Management's portfolio in Q3 2026, its #103 holding.
Provident Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2025 and has held it in 7 quarters since.
Provident Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $46.5K 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 Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.