Atria Wealth Solutions’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Atria Wealth Solutions’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
2023 Q2	–	Sell	-35,078	Closed	-$2.64M	–	2000
2023 Q1	$2.64M	Buy	+35,078	New	+$2.88M	0.04%	447

Other funds holding XES

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Atria Wealth Solutions's XES Position: Q2 2023 in Review

Atria Wealth Solutions sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2023, closing a stake of 35,078 shares — an estimated $2.64M sold.

Atria Wealth Solutions first reported a position in XES in Q1 2023 and held it in 1 quarter. The position peaked at $2.64M in Q1 2023. 79 funds tracked by Wall St. Rank hold XES as of Q2 2023.

Atria Wealth Solutions reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 35,078 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2023, an estimated $2.64M.
Atria Wealth Solutions first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2023 and held it in 1 quarter.
Atria Wealth Solutions's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $2.64M in Q1 2023.
79 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.