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

UBS Group’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	$2.11M	Buy	18,140 +6,026	+50%	+$632K	﹤0.01%	4925
2025 Q4	$993K	Sell	12,114 -483	-4%	-$38.2K	﹤0.01%	5583
2025 Q3	$911K	Buy	12,597 +166	+1%	+$11.3K	﹤0.01%	5652
2025 Q2	$789K	Sell	12,431 -23,945	-66%	-$1.48M	﹤0.01%	5638
2025 Q1	$2.6M	Buy	36,376 +5,394	+17%	+$417K	﹤0.01%	4469
2024 Q4	$2.45M	Buy	30,982 +1,953	+7%	+$159K	﹤0.01%	4538
2024 Q3	$2.34M	Buy	29,029 +1,886	+7%	+$165K	﹤0.01%	3840
2024 Q2	$2.47M	Sell	27,143 -242	-0.9%	-$22.1K	﹤0.01%	3552
2024 Q1	$2.55M	Sell	27,385 -3,781	-12%	-$316K	﹤0.01%	3704
2023 Q4	$2.63M	Sell	31,166 -31,198	-50%	-$2.71M	﹤0.01%	3516
2023 Q3	$5.97M	Buy	62,364 +32,188	+107%	+$2.98M	﹤0.01%	2403
2023 Q2	$2.36M	Sell	30,176 -15,963	-35%	-$1.17M	﹤0.01%	3367
2023 Q1	$3.47M	Sell	46,139 -4,455	-9%	-$366K	﹤0.01%	2861
2022 Q4	$4.03M	Buy	50,594 +13,956	+38%	+$1.03M	﹤0.01%	2703
2022 Q3	$2.02M	Buy	36,638 +2,393	+7%	+$143K	﹤0.01%	3154
2022 Q2	$2.04M	Buy	34,245 +2,251	+7%	+$162K	﹤0.01%	3133
2022 Q1	$2.4M	Buy	31,994 +9,856	+45%	+$632K	﹤0.01%	3258
2021 Q4	$1.09M	Sell	22,138 -3,777	-15%	-$207K	﹤0.01%	4311
2021 Q3	$1.41M	Buy	25,915 +752	+3%	+$39.8K	﹤0.01%	3887
2021 Q2	$1.56M	Sell	25,163 -15,003	-37%	-$870K	﹤0.01%	3801
2021 Q1	$2.14M	Buy	40,166 +34,030	+555%	+$1.87M	﹤0.01%	3499
2020 Q4	$275K	Sell	6,136 -3,050	-33%	-$111K	﹤0.01%	5030
2020 Q3	$257K	Sell	9,186 -6,502	-41%	-$220K	﹤0.01%	4643
2020 Q2	$519K	Buy	15,688 +6,730	+75%	+$204K	﹤0.01%	4105
2020 Q1	$203K	Sell	8,958 -8,235	-48%	-$457K	﹤0.01%	4717
2019 Q4	$1.39M	Buy	17,193 +4,862	+39%	+$347K	﹤0.01%	3905
2019 Q3	$893K	Sell	12,331 -4,386	-26%	-$358K	﹤0.01%	4061
2019 Q2	$1.61M	Sell	16,717 -2,769	-14%	-$286K	﹤0.01%	3347
2019 Q1	$2.25M	Sell	19,486 -2,584	-12%	-$288K	﹤0.01%	2893
2018 Q4	$1.99M	Sell	22,070 -36,604	-62%	-$4.74M	﹤0.01%	3045
2018 Q3	$9.81M	Sell	58,674 -2,595	-4%	-$427K	﹤0.01%	1801
2018 Q2	$10.4M	Buy	61,269 +1,243	+2%	+$210K	﹤0.01%	1717
2018 Q1	$8.74M	Buy	60,026 +5,503	+10%	+$902K	﹤0.01%	1817
2017 Q4	$9.34M	Sell	54,523 -18,155	-25%	-$2.88M	﹤0.01%	1776
2017 Q3	$12.1M	Buy	72,678 +5,518	+8%	+$819K	0.01%	1464
2017 Q2	$10.4M	Buy	67,160 +20,039	+43%	+$3.46M	0.01%	1508
2017 Q1	$9.47M	Buy	47,121 +3,379	+8%	+$731K	0.01%	1554
2016 Q4	$9.78M	Sell	43,742 -714	-2%	-$144K	0.01%	1515
2016 Q3	$8.46M	Sell	44,456 -9,582	-18%	-$1.72M	0.01%	1560
2016 Q2	$10.1M	Sell	54,038 -253	-0.5%	-$46.1K	0.01%	1374
2016 Q1	$9.39M	Buy	54,291 +17,123	+46%	+$2.66M	0.01%	1371
2015 Q4	$6.52M	Buy	37,168 +11,541	+45%	+$2.27M	﹤0.01%	1746
2015 Q3	$4.56M	Buy	25,627 +19,031	+289%	+$4.04M	﹤0.01%	2003
2015 Q2	$1.72M	Buy	6,596 +810	+14%	+$227K	﹤0.01%	3124
2015 Q1	$1.46M	Buy	5,786 +2,508	+77%	+$650K	﹤0.01%	3226
2014 Q4	$925K	Buy	+3,278	New	+$1.07M	﹤0.01%	3635

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

UBS Group's XES Position: Q1 2026 in Review

UBS Group increased its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 50% in Q1 2026, buying an estimated $632K and bringing the position to 18,140 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #4925.

UBS Group first reported a position in XES in Q4 2014 and has held it in 46 quarters since. The position peaked at $12.1M in Q3 2017. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

UBS Group held 18,140 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $2.11M as of Q1 2026.
UBS Group bought 6,026 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2026, an estimated $632K.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4925 holding.
UBS Group first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $12.1M in Q3 2017.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.