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

BigSur 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
-10,725
Closed -$1.03M – 122
2023
Q3 		$1.03M Buy
+10,725
New +$992K 0.52% 54

Other funds holding XES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.15T AUM 47.82% 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 $8.82B AUM 23.05% 1-Year Est. Return

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

BigSur Wealth Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2023, closing a stake of 10,725 shares — an estimated $1.03M sold.

BigSur Wealth Management first reported a position in XES in Q3 2023 and held it in 1 quarter. The position peaked at $1.03M in Q3 2023. 91 funds tracked by Wall St. Rank hold XES as of Q4 2023.

  • BigSur 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.
  • BigSur Wealth Management sold 10,725 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2023, an estimated $1.03M.
  • BigSur 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.
  • BigSur Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $1.03M 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 BigSur Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.