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

Stratos Wealth Advisors’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	$617K	Hold	5,300	–	–	0.04%	352
2025 Q4	$434K	Sell	5,300 -5,305	-50%	-$420K	0.02%	461
2025 Q3	$767K	Hold	10,605	–	–	0.04%	369
2025 Q2	$673K	Buy	+10,605	New	+$655K	0.04%	393

Other funds holding XES

NHFG

New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Wealth Advisors's XES Position: Q1 2026 in Review

Stratos Wealth Advisors held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q1 2026 at 5,300 shares worth $617K. The position accounts for 0.04% of the portfolio, ranked #352.

Stratos Wealth Advisors first reported a position in XES in Q2 2025 and has held it in 4 quarters since. The position peaked at $767K in Q3 2025. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

Stratos Wealth Advisors held 5,300 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $617K as of Q1 2026.
Stratos Wealth Advisors left its State Street SPDR S&P Oil & Gas Equipment & Services ETF share count unchanged in Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 0.04% of Stratos Wealth Advisors's portfolio in Q1 2026, its #352 holding.
Stratos Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2025 and has held it in 4 quarters since.
Stratos Wealth Advisors's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $767K in Q3 2025.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.