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Spdr S&p Oil & Gas Equipment & Services shares owned by Caldwell Trust

Quarter-by-quarter ownership of Spdr S&p Oil & Gas Equipment & Services (XES) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Spdr S&p Oil & Gas Equipment & Services

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p Oil & Gas Equipment & Services held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p Oil & Gas Equipment & Services by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.8k 70 112.09

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding Spdr S&p Oil & Gas Equipment & Services

New Harbor Financial
Morgan Stanley
Two Sigma Investments
LPL Financial
Goldman Sachs Group
Wells Fargo & Company
Raymond James Financial
Susquehanna International
BCJ Capital Management
Black Swift Group
Citadel Advisors
UBS Group
HighTower Advisors
Bank of America Corporation
Tower Research Capital

View all funds holding Spdr S&p Oil & Gas Equipment & Services