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 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%	-$9.86K	﹤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

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

Truist Financial's XES Position: Q1 2026 in Review

Truist Financial opened a new position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2026: 1,729 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #2657 among its holdings. This is a return to the name: Truist Financial previously reported a position in XES as recently as Q2 2024.

Truist Financial first reported a position in XES in Q2 2020 and has held it in 11 quarters since. The position peaked at $895K in Q3 2023. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

Truist Financial held 1,729 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $201K as of Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF was a new Truist Financial position in Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2657 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 11 quarters since.
Truist Financial's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $895K in Q3 2023.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.