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

Avidian Wealth Enterprises’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
2021 Q2	–	Sell	-4,417	Closed	-$235K	–	419
2021 Q1	$235K	Buy	+4,417	New	+$242K	0.02%	321
2018 Q4	–	Sell	-62,102	Closed	-$10.4M	–	121
2018 Q3	$10.4M	Buy	+62,102	New	+$10.2M	3.25%	13

Other funds holding XES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avidian Wealth Enterprises's XES Position: Q2 2021 in Review

Avidian Wealth Enterprises sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2021, closing a stake of 4,417 shares — an estimated $235K sold.

Avidian Wealth Enterprises first reported a position in XES in Q3 2018 and held it in 2 quarters. The position peaked at $10.4M in Q3 2018. 54 funds tracked by Wall St. Rank hold XES as of Q2 2021.

Avidian Wealth Enterprises reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2021 after selling out during the quarter.
Avidian Wealth Enterprises sold 4,417 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2021, an estimated $235K.
Avidian Wealth Enterprises first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2018 and held it in 2 quarters.
Avidian Wealth Enterprises's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $10.4M in Q3 2018.
54 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2021, filed 9 Aug 2021.