Truist Financial
XES icon

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

Truist 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
Q3 		$243K Buy
2,260
+429
+23% +$49.5K ﹤0.01% 2636
2026
Q2 		$205K Buy
1,831
+102
+6% +$12.4K ﹤0.01% 2780
2026
Q1 		$201K Buy
+1,729
New +$181K ﹤0.01% 2657
2024
Q3 		– Sell
-2,548
Closed -$231K – 2750
2024
Q2 		$231K Buy
2,548
+20
+0.8% +$1.83K ﹤0.01% 2423
2024
Q1 		$235K Sell
2,528
-8,029
-76% -$672K ﹤0.01% 2413
2023
Q4 		$892K Buy
10,557
+1,209
+13% +$105K ﹤0.01% 1660
2023
Q3 		$895K Buy
9,348
+5,223
+127% +$483K ﹤0.01% 1618
2023
Q2 		$322K Sell
4,125
-134
-3% -$9.9K ﹤0.01% 2209
2023
Q1 		$320K Buy
+4,259
New +$350K ﹤0.01% 2230
2021
Q3 		– Sell
-8,442
Closed -$523K – 2834
2021
Q2 		$523K Sell
8,442
-2,277
-21% -$132K ﹤0.01% 2015
2021
Q1 		$571K Buy
10,719
+4
+0% +$219 ﹤0.01% 1895
2020
Q4 		$480K Buy
+10,715
New +$391K ﹤0.01% 1868
2020
Q3 		– Sell
-13,708
Closed -$453K – 2585
2020
Q2 		$453K Buy
+13,708
New +$416K ﹤0.01% 1677

Other funds holding XES

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Black Swift Group
Black Swift Group Boulder, Colorado $711M AUM 33.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Truist Financial's XES Position: Q3 2026 in Review

Truist Financial increased its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 23% in Q3 2026, buying an estimated $49.5K and bringing the position to 2,260 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2636.

Truist Financial first reported a position in XES in Q2 2020 and has held it in 13 quarters since. The position peaked at $895K in Q3 2023. 68 funds tracked by Wall St. Rank hold XES as of Q3 2026.

  • Truist Financial held 2,260 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $243K as of Q3 2026.
  • Truist Financial bought 429 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q3 2026, an estimated $49.5K.
  • State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2636 holding.
  • Truist Financial first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2020 and has held it in 13 quarters since.
  • Truist Financial's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $895K in Q3 2023.
  • 68 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.