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 Q2	$22K	Hold	200	–	–	0.01%	211
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Winthrop Capital Management's XES Position: Q2 2026 in Review

Winthrop Capital Management held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q2 2026 at 200 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #211.

Winthrop Capital Management first reported a position in XES in Q4 2023 and has held it in 11 quarters since. The position peaked at $23K in Q1 2026. 93 funds tracked by Wall St. Rank hold XES as of Q2 2026.

Winthrop Capital Management held 200 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $22K as of Q2 2026.
Winthrop Capital Management left its State Street SPDR S&P Oil & Gas Equipment & Services ETF share count unchanged in Q2 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #211 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 11 quarters since.
Winthrop Capital Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $23K in Q1 2026.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.