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

Whittier Trust’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	$73.7K	Hold	637	–	–	﹤0.01%	773
2025 Q4	$55.7K	Hold	637	–	–	﹤0.01%	846
2025 Q3	$46.7K	Hold	637	–	–	﹤0.01%	862
2025 Q2	$40.4K	Hold	637	–	–	﹤0.01%	981
2025 Q1	$45.5K	Hold	637	–	–	﹤0.01%	948
2024 Q4	$50.3K	Hold	637	–	–	﹤0.01%	937
2024 Q3	$51.5K	Hold	637	–	–	﹤0.01%	915
2024 Q2	$57.9K	Hold	637	–	–	﹤0.01%	889
2024 Q1	$59.3K	Hold	637	–	–	﹤0.01%	902
2023 Q4	$53.8K	Hold	637	–	–	﹤0.01%	903
2023 Q3	$61K	Buy	637 +211	+50%	+$19.5K	﹤0.01%	880
2023 Q2	$33.3K	Hold	426	–	–	﹤0.01%	1012
2023 Q1	$32K	Hold	426	–	–	﹤0.01%	1048
2022 Q4	$34K	Hold	426	–	–	﹤0.01%	1031
2022 Q3	$24K	Buy	+426	New	+$25.5K	﹤0.01%	1132

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

Whittier Trust's XES Position: Q1 2026 in Review

Whittier Trust held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q1 2026 at 637 shares worth $73.7K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Whittier Trust first reported a position in XES in Q3 2022 and has held it in 15 quarters since. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

Whittier Trust held 637 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $73.7K as of Q1 2026.
Whittier Trust left its State Street SPDR S&P Oil & Gas Equipment & Services ETF share count unchanged in Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #773 holding.
Whittier Trust first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2022 and has held it in 15 quarters since.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.