CVA Family Office’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

CVA Family Office’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
2025 Q2	–	Sell	-56	Closed	-$4K	–	1473
2025 Q1	$4K	Hold	56	–	–	﹤0.01%	928
2024 Q4	$4.42K	Hold	56	–	–	﹤0.01%	891
2024 Q3	$4.52K	Hold	56	–	–	﹤0.01%	862
2024 Q2	$5.09K	Hold	56	–	–	﹤0.01%	829
2024 Q1	$5.21K	Hold	56	–	–	﹤0.01%	832
2023 Q4	$4.73K	Buy	+56	New	+$4.86K	﹤0.01%	825
2023 Q3	–	Sell	-56	Closed	-$4.38K	–	971
2023 Q2	$4.38K	Buy	+56	New	+$4.12K	﹤0.01%	823

Other funds holding XES

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

AGC

Aspen Grove Capital Avon, Colorado $514M AUM 21.8% 1-Year Est. Return

CVA Family Office's XES Position: Q2 2025 in Review

CVA Family Office sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2025, closing a stake of 56 shares — an estimated $4K sold.

CVA Family Office first reported a position in XES in Q2 2023 and held it in 7 quarters. The position peaked at $5.21K in Q1 2024. 66 funds tracked by Wall St. Rank hold XES as of Q2 2025.

CVA Family Office reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2025 after selling out during the quarter.
CVA Family Office sold 56 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2025, an estimated $4K.
CVA Family Office first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2023 and held it in 7 quarters.
CVA Family Office's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $5.21K in Q1 2024.
66 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2025.

Based on CVA Family Office's 13F filing for Q2 2025, filed 31 Jul 2025.