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

RFP 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	-1,977	Closed	-$230K	–	73
2026 Q1	$230K	Buy	+1,977	New	+$207K	0.13%	51
2024 Q1	–	Sell	-1,290	Closed	-$109K	–	958
2023 Q4	$109K	Buy	+1,290	New	+$112K	0.04%	133
2023 Q1	–	Sell	-1,740	Closed	-$139K	–	865
2022 Q4	$139K	Buy	+1,740	New	+$129K	0.06%	112

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

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

RFP Financial Group sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2026, closing a stake of 1,977 shares — an estimated $230K sold.

RFP Financial Group first reported a position in XES in Q4 2022 and held it in 3 quarters. The position peaked at $230K in Q1 2026. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

RFP 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.
RFP Financial Group sold 1,977 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2026, an estimated $230K.
RFP Financial Group first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2022 and held it in 3 quarters.
RFP Financial Group's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $230K 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 RFP Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.