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

Diversify Advisory Services’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 Q1	–	Sell	-5,446	Closed	-$444K	–	701
2024 Q4	$444K	Sell	5,446 -3,931	-42%	-$320K	0.02%	381
2024 Q3	$738K	Buy	9,377 +1,755	+23%	+$153K	0.04%	304
2024 Q2	$669K	Sell	7,622 -371	-5%	-$33.9K	0.04%	320
2024 Q1	$747K	Buy	+7,993	New	+$669K	0.04%	314

Other funds holding XES

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

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

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AGC

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

Diversify Advisory Services's XES Position: Q1 2025 in Review

Diversify Advisory Services sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2025, closing a stake of 5,446 shares — an estimated $444K sold.

Diversify Advisory Services first reported a position in XES in Q1 2024 and held it in 4 quarters. The position peaked at $747K in Q1 2024. 71 funds tracked by Wall St. Rank hold XES as of Q1 2025.

Diversify Advisory Services reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2025 after selling out during the quarter.
Diversify Advisory Services sold 5,446 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2025, an estimated $444K.
Diversify Advisory Services first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2024 and held it in 4 quarters.
Diversify Advisory Services's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $747K in Q1 2024.
71 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2025.

Based on Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.