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 Q2	–	Sell	-347	Closed	-$40.4K	–	3218
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

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

Root Financial Partners's XES Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2026, closing a stake of 347 shares — an estimated $40.4K sold.

Root Financial Partners first reported a position in XES in Q3 2025 and held it in 3 quarters. The position peaked at $40.4K in Q1 2026. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

Root Financial Partners reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 347 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2026, an estimated $40.4K.
Root Financial Partners first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $40.4K 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 Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.