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

Winthrop Capital 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 Q1	$23K	Hold	200	–	–	0.01%	212
2025 Q4	$16K	Hold	200	–	–	﹤0.01%	226
2025 Q3	$14K	Hold	200	–	–	﹤0.01%	214
2025 Q2	$13K	Hold	200	–	–	﹤0.01%	223
2025 Q1	$14K	Hold	200	–	–	﹤0.01%	202
2024 Q4	$16K	Hold	200	–	–	﹤0.01%	211
2024 Q3	$16K	Hold	200	–	–	0.01%	112
2024 Q2	$18K	Hold	200	–	–	0.01%	100
2024 Q1	$19K	Hold	200	–	–	0.01%	105
2023 Q4	$16.9K	Buy	+200	New	+$17.3K	0.01%	196

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

Winthrop Capital Management's XES Position: Q1 2026 in Review

Winthrop Capital Management held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q1 2026 at 200 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #212.

Winthrop Capital Management first reported a position in XES in Q4 2023 and has held it in 10 quarters since. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

Winthrop Capital Management held 200 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $23K as of Q1 2026.
Winthrop Capital Management 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 Winthrop Capital Management's portfolio in Q1 2026, its #212 holding.
Winthrop Capital Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2023 and has held it in 10 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 Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.