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

Spire 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
Q2 		$39.2K Sell
350
-299
-46% -$36.4K ﹤0.01% 1239
2026
Q1 		$75.5K Buy
649
+351
+118% +$36.8K ﹤0.01% 1059
2025
Q4 		$24.5K Buy
298
+1
+0.3% +$79 ﹤0.01% 1409
2025
Q3 		$21.5K Buy
297
+1
+0.3% +$68 ﹤0.01% 1508
2025
Q2 		$18.8K Buy
296
+2
+0.7% +$123 ﹤0.01% 1535
2025
Q1 		$21K Buy
294
+1
+0.3% +$77 ﹤0.01% 1596
2024
Q4 		$23.1K Buy
293
+1
+0.3% +$81 ﹤0.01% 1576
2024
Q3 		$23.6K Buy
292
+1
+0.3% +$87 ﹤0.01% 1390
2024
Q2 		$26.4K Sell
291
-75
-20% -$6.86K ﹤0.01% 1340
2024
Q1 		$34K Buy
366
+1
+0.3% +$84 ﹤0.01% 1342
2023
Q4 		$28.8K Sell
365
-691
-65% -$59.9K ﹤0.01% 1403
2023
Q3 		$101K Buy
1,056
+2
+0.2% +$185 ﹤0.01% 951
2023
Q2 		$82.4K Buy
1,054
+2
+0.2% +$147 ﹤0.01% 1028
2023
Q1 		$79.1K Buy
1,052
+76
+8% +$6.24K ﹤0.01% 1036
2022
Q4 		$78K Buy
976
+2
+0.2% +$148 ﹤0.01% 831
2022
Q3 		$54K Buy
974
+1
+0.1% +$60 ﹤0.01% 925
2022
Q2 		$58K Sell
973
-150
-13% -$10.8K ﹤0.01% 1237
2022
Q1 		$84K Buy
1,123
+1
+0.1% +$64 ﹤0.01% 1231
2021
Q4 		$55K Buy
1,122
+1
+0.1% +$55 ﹤0.01% 1677
2021
Q3 		$61K Sell
1,121
-19
-2% -$1.01K ﹤0.01% 1398
2021
Q2 		$71K Sell
1,140
-1,798
-61% -$104K ﹤0.01% 1340
2021
Q1 		$146K Buy
+2,938
New +$161K ﹤0.01% 1210

Other funds holding XES

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Spire Wealth Management's XES Position: Q2 2026 in Review

Spire Wealth Management reduced its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 46% in Q2 2026, selling an estimated $36.4K and leaving 350 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Spire Wealth Management first reported a position in XES in Q1 2021 and has held it in 22 quarters since. The position peaked at $146K in Q1 2021. 6 funds tracked by Wall St. Rank hold XES as of Q2 2026.

  • Spire Wealth Management held 350 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $39.2K as of Q2 2026.
  • Spire Wealth Management sold 299 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2026, an estimated $36.4K.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1239 holding.
  • Spire Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $146K in Q1 2021.
  • 6 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.