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

Bison Wealth’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
2020
Q4 		– Sell
-70
Closed -$2K – 421
2020
Q3 		$2K Hold
70
– – ﹤0.01% 360
2020
Q2 		$2K Hold
70
– – ﹤0.01% 346
2020
Q1 		$2K Hold
70
– – ﹤0.01% 324
2019
Q4 		$6K Buy
+70
New +$5K ﹤0.01% 365

Other funds holding XES

EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bison Wealth's XES Position: Q4 2020 in Review

Bison Wealth sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2020, closing a stake of 70 shares — an estimated $2K sold.

Bison Wealth first reported a position in XES in Q4 2019 and held it in 4 quarters. The position peaked at $6K in Q4 2019. 45 funds tracked by Wall St. Rank hold XES as of Q4 2020.

  • Bison Wealth reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2020 after selling out during the quarter.
  • Bison Wealth sold 70 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2020, an estimated $2K.
  • Bison Wealth first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2019 and held it in 4 quarters.
  • Bison Wealth's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $6K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2020.

Based on Bison Wealth's 13F filing for Q4 2020, filed 11 Feb 2021.