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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
Q2 		– Sell
-5,300
Closed -$617K – 669
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stratos Wealth Advisors's XES Position: Q2 2026 in Review

Stratos Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2026, closing a stake of 5,300 shares — an estimated $617K sold.

Stratos Wealth Advisors first reported a position in XES in Q2 2025 and held it in 4 quarters. The position peaked at $767K in Q3 2025. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

  • Stratos Wealth Advisors reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 5,300 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2026, an estimated $617K.
  • Stratos Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2025 and held it in 4 quarters.
  • Stratos Wealth Advisors's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $767K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.