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

Trademark Financial Management’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 		$242K Sell
2,160
-43
-2% -$5.24K 0.1% 96
2026
Q1 		$256K Buy
+2,203
New +$231K 0.13% 94

Other funds holding XES

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
BPWM
BCS Private Wealth Management Rumson, New Jersey $332M AUM 23.51% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Trademark Financial Management's XES Position: Q2 2026 in Review

Trademark Financial Management reduced its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 2% in Q2 2026, selling an estimated $5.24K and leaving 2,160 shares worth $242K. The position accounts for 0.1% of the portfolio, ranked #96.

Trademark Financial Management first reported a position in XES in Q1 2026 and has held it in 2 quarters since. The position peaked at $256K in Q1 2026. 22 funds tracked by Wall St. Rank hold XES as of Q2 2026.

  • Trademark Financial Management held 2,160 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $242K as of Q2 2026.
  • Trademark Financial Management sold 43 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2026, an estimated $5.24K.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 0.1% of Trademark Financial Management's portfolio in Q2 2026, its #96 holding.
  • Trademark Financial Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2026 and has held it in 2 quarters since.
  • Trademark Financial Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $256K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.