AAS
XES icon

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

Avantax Advisory Services’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
2024
Q3 		– Sell
-8,201
Closed -$745K – 2209
2024
Q2 		$745K Sell
8,201
-98
-1% -$8.96K 0.01% 1134
2024
Q1 		$773K Sell
8,299
-116
-1% -$9.71K 0.01% 853
2023
Q4 		$711K Buy
8,415
+95
+1% +$8.24K 0.01% 845
2023
Q3 		$797K Buy
8,320
+1,005
+14% +$92.9K 0.01% 765
2023
Q2 		$572K Buy
+7,315
New +$538K 0.01% 891

Other funds holding XES

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AGC
Aspen Grove Capital Avon, Colorado $514M AUM 21.8% 1-Year Est. Return

Avantax Advisory Services's XES Position: Q3 2024 in Review

Avantax Advisory Services sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q3 2024, closing a stake of 8,201 shares — an estimated $745K sold.

Avantax Advisory Services first reported a position in XES in Q2 2023 and held it in 5 quarters. The position peaked at $797K in Q3 2023. 77 funds tracked by Wall St. Rank hold XES as of Q3 2024.

  • Avantax Advisory Services reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 8,201 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q3 2024, an estimated $745K.
  • Avantax Advisory Services first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2023 and held it in 5 quarters.
  • Avantax Advisory Services's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $797K in Q3 2023.
  • 77 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.