Steward Partners Investment Advisory’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $92.5K | Buy |
825
+388
| +89% | +$47.3K | ﹤0.01% | 2625 |
|
|
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
TF
BSG
Steward Partners Investment Advisory's XES Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 89% in Q2 2026, buying an estimated $47.3K and bringing the position to 825 shares worth $92.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2625.
Steward Partners Investment Advisory first reported a position in XES in Q4 2016 and has held it in 37 quarters since. The position peaked at $143K in Q1 2022. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.
- Steward Partners Investment Advisory held 825 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $92.5K as of Q2 2026.
- Steward Partners Investment Advisory bought 388 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2026, an estimated $47.3K.
- State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2625 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 37 quarters since.
- Steward Partners Investment Advisory's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $143K in Q1 2022.
- 93 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.