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

Avondale Wealth 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
2023
Q4 		– Sell
-64
Closed -$6.13K – 133
2023
Q3 		$6.13K Buy
+64
New +$5.92K 0.01% 120

Other funds holding XES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Avondale Wealth Management's XES Position: Q4 2023 in Review

Avondale Wealth Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2023, closing a stake of 64 shares — an estimated $6.13K sold.

Avondale Wealth Management first reported a position in XES in Q3 2023 and held it in 1 quarter. The position peaked at $6.13K in Q3 2023. 91 funds tracked by Wall St. Rank hold XES as of Q4 2023.

  • Avondale Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2023 after selling out during the quarter.
  • Avondale Wealth Management sold 64 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2023, an estimated $6.13K.
  • Avondale Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2023 and held it in 1 quarter.
  • Avondale Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $6.13K in Q3 2023.
  • 91 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2023.

Based on Avondale Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.