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 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

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

RFP Financial Group's XES Position: Q1 2026 in Review

RFP Financial Group opened a new position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2026: 1,977 shares worth $230K. The stake represents 0.13% of the portfolio and ranks #51 among its holdings. This is a return to the name: RFP Financial Group previously reported a position in XES as recently as Q4 2023.

RFP Financial Group first reported a position in XES in Q4 2022 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

RFP Financial Group held 1,977 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $230K as of Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF was a new RFP Financial Group position in Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 0.13% of RFP Financial Group's portfolio in Q1 2026, its #51 holding.
RFP Financial Group first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2022 and has held it in 3 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 RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.