Stifel Financial
XES icon

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

Stifel Financial’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 		$1.29M Buy
11,062
+5,116
+86% +$536K ﹤0.01% 2277
2025
Q4 		$487K Buy
+5,946
New +$470K ﹤0.01% 2875
2025
Q1 		– Sell
-2,678
Closed -$211K – 3558
2024
Q4 		$211K Buy
+2,678
New +$218K ﹤0.01% 3145
2022
Q3 		– Sell
-3,750
Closed -$224K – 3397
2022
Q2 		$224K Buy
+3,750
New +$270K ﹤0.01% 2925
2021
Q4 		– Sell
-10,303
Closed -$561K – 3478
2021
Q3 		$561K Sell
10,303
-12,677
-55% -$671K ﹤0.01% 2516
2021
Q2 		$1.42M Buy
22,980
+9
+0% +$522 ﹤0.01% 1838
2021
Q1 		$1.22M Buy
22,971
+3,276
+17% +$180K ﹤0.01% 1863
2020
Q4 		$883K Buy
+19,695
New +$718K ﹤0.01% 1935
2018
Q2 		– Sell
-1,845
Closed -$267K – 2795
2018
Q1 		$267K Sell
1,845
-6,749
-79% -$1.11M ﹤0.01% 2314
2017
Q4 		$1.47M Buy
8,594
+6,865
+397% +$1.09M ﹤0.01% 1296
2017
Q3 		$287K Buy
1,729
+447
+35% +$66.3K ﹤0.01% 2174
2017
Q2 		$199K Sell
1,282
-689
-35% -$119K ﹤0.01% 2352
2017
Q1 		$393K Buy
1,971
+399
+25% +$86.3K ﹤0.01% 1948
2016
Q4 		$351K Buy
1,572
+10
+0.6% +$2.02K ﹤0.01% 1959
2016
Q3 		$297K Sell
1,562
-713
-31% -$128K ﹤0.01% 1993
2016
Q2 		$426K Sell
2,275
-1,627
-42% -$296K ﹤0.01% 1854
2016
Q1 		$675K Buy
3,902
+1,179
+43% +$183K ﹤0.01% 1427
2015
Q4 		$478K Buy
+2,723
New +$536K ﹤0.01% 1691

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

Stifel Financial's XES Position: Q1 2026 in Review

Stifel Financial increased its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 86% in Q1 2026, buying an estimated $536K and bringing the position to 11,062 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

Stifel Financial first reported a position in XES in Q4 2015 and has held it in 18 quarters since. The position peaked at $1.47M in Q4 2017. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

  • Stifel Financial held 11,062 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $1.29M as of Q1 2026.
  • Stifel Financial bought 5,116 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2026, an estimated $536K.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2277 holding.
  • Stifel Financial first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2015 and has held it in 18 quarters since.
  • Stifel Financial's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $1.47M in Q4 2017.
  • 92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.