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Steward Partners Investment Advisory’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Steward Partners Investment Advisory’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 		$50.8K Buy
437
+342
+360% +$35.9K ﹤0.01% 2767
2025
Q4 		$7.79K Buy
95
+63
+197% +$4.98K ﹤0.01% 3549
2025
Q3 		$2.31K Hold
32
– – ﹤0.01% 3883
2025
Q2 		$2.03K Hold
32
– – ﹤0.01% 3730
2025
Q1 		$2.28K Hold
32
– – ﹤0.01% 3615
2024
Q4 		$2.52K Hold
32
– – ﹤0.01% 3577
2024
Q3 		$2.58K Hold
32
– – ﹤0.01% 3388
2024
Q2 		$2.91K Hold
32
– – ﹤0.01% 3203
2024
Q1 		$2.98K Sell
32
-90
-74% -$7.53K ﹤0.01% 3195
2023
Q4 		$10.3K Sell
122
-30
-20% -$2.6K ﹤0.01% 2699
2023
Q3 		$14.6K Sell
152
-135
-47% -$12.5K ﹤0.01% 2447
2023
Q2 		$22.4K Hold
287
– – ﹤0.01% 2236
2023
Q1 		$21.6K Buy
287
+12
+4% +$986 ﹤0.01% 2220
2022
Q4 		$21.9K Sell
275
-125
-31% -$9.26K ﹤0.01% 2200
2022
Q3 		$22K Sell
400
-1,063
-73% -$63.5K ﹤0.01% 2196
2022
Q2 		$87K Sell
1,463
-437
-23% -$31.5K ﹤0.01% 1557
2022
Q1 		$143K Buy
1,900
+53
+3% +$3.4K ﹤0.01% 1447
2021
Q4 		$91K Sell
1,847
-53
-3% -$2.9K ﹤0.01% 1639
2021
Q3 		$103K Hold
1,900
– – ﹤0.01% 1535
2021
Q2 		$118K Buy
1,900
+52
+3% +$3.02K ﹤0.01% 2013
2021
Q1 		$98.4K Buy
1,848
+1,814
+5,335% +$99.5K ﹤0.01% 1634
2020
Q4 		$2K Sell
34
-86
-72% -$3.13K ﹤0.01% 2739
2020
Q3 		$3K Hold
120
– – ﹤0.01% 2534
2020
Q2 		$4K Sell
120
-34
-22% -$1.03K ﹤0.01% 2348
2020
Q1 		$3K Buy
154
+69
+81% +$3.83K ﹤0.01% 2243
2019
Q4 		$6K Sell
85
-23
-21% -$1.64K ﹤0.01% 2205
2019
Q3 		$7K Hold
108
– – ﹤0.01% 2161
2019
Q2 		$10K Buy
+108
New +$11.2K ﹤0.01% 1997
2018
Q4 		– Sell
-108
Closed -$18K – 2187
2018
Q3 		$18K Hold
108
– – ﹤0.01% 1617
2018
Q2 		$18K Buy
108
+88
+440% +$14.9K ﹤0.01% 1515
2018
Q1 		$2K Buy
20
+14
+233% +$2.29K ﹤0.01% 2054
2017
Q4 		$0 Hold
6
– – ﹤0.01% 1958
2017
Q3 		$0 Hold
6
– – ﹤0.01% 1775
2017
Q2 		$0 Hold
6
– – ﹤0.01% 1704
2017
Q1 		$1K Hold
6
– – ﹤0.01% 1451
2016
Q4 		$1K Buy
+6
New +$1.21K ﹤0.01% 838

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

Steward Partners Investment Advisory's XES Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 360% in Q1 2026, buying an estimated $35.9K and bringing the position to 437 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Steward Partners Investment Advisory first reported a position in XES in Q4 2016 and has held it in 36 quarters since. The position peaked at $143K in Q1 2022. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

  • Steward Partners Investment Advisory held 437 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $50.8K as of Q1 2026.
  • Steward Partners Investment Advisory bought 342 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2026, an estimated $35.9K.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2767 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2016 and has held it in 36 quarters since.
  • Steward Partners Investment Advisory's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $143K in Q1 2022.
  • 92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.