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

Root Financial Partners’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 		$40.4K Buy
347
+138
+66% +$14.5K ﹤0.01% 974
2025
Q4 		$17.1K Hold
209
– – ﹤0.01% 1251
2025
Q3 		$15.1K Buy
+209
New +$14.3K ﹤0.01% 1261

Other funds holding XES

NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's XES Position: Q1 2026 in Review

Root Financial Partners increased its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 66% in Q1 2026, buying an estimated $14.5K and bringing the position to 347 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Root Financial Partners first reported a position in XES in Q3 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

  • Root Financial Partners held 347 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $40.4K as of Q1 2026.
  • Root Financial Partners bought 138 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2026, an estimated $14.5K.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #974 holding.
  • Root Financial Partners first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2025 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 Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.