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

DFPG Investments’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	$553K	Buy	+6,620	New	+$574K	0.04%	377

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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

DFPG Investments's XES Position: Q4 2023 in Review

DFPG Investments opened a new position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2023: 6,620 shares worth $553K. The stake represents 0.04% of the portfolio and ranks #377 among its holdings.

91 funds tracked by Wall St. Rank hold XES as of Q4 2023.

DFPG Investments held 6,620 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $553K as of Q4 2023.
State Street SPDR S&P Oil & Gas Equipment & Services ETF was a new DFPG Investments position in Q4 2023.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 0.04% of DFPG Investments's portfolio in Q4 2023, its #377 holding.
91 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.