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

Disciplined 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
Q3 		– Sell
-34
Closed -$2.66K – 1581
2023
Q2 		$2.66K Buy
+34
New +$2.5K ﹤0.01% 550

Other funds holding XES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Disciplined Investments's XES Position: Q3 2023 in Review

Disciplined Investments sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q3 2023, closing a stake of 34 shares — an estimated $2.66K sold.

Disciplined Investments first reported a position in XES in Q2 2023 and held it in 1 quarter. The position peaked at $2.66K in Q2 2023. 89 funds tracked by Wall St. Rank hold XES as of Q3 2023.

  • Disciplined Investments reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 34 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q3 2023, an estimated $2.66K.
  • Disciplined Investments first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2023 and held it in 1 quarter.
  • Disciplined Investments's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $2.66K in Q2 2023.
  • 89 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.