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

Edge Wealth Management’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
2022 Q1	–	Sell	-5	Closed	-$1K	–	465
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	499
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	518
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	425
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	421
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	370
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	423
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	656
2020 Q1	$1K	Hold	5	–	–	﹤0.01%	610
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	575
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	579
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	582
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	545
2018 Q4	$0	Hold	5	–	–	﹤0.01%	631
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	590
2018 Q2	$1K	Hold	5	–	–	﹤0.01%	563
2018 Q1	$1K	Hold	5	–	–	﹤0.01%	538
2017 Q4	$1K	Hold	5	–	–	﹤0.01%	518
2017 Q3	$1K	Hold	5	–	–	﹤0.01%	514
2017 Q2	$1K	Hold	5	–	–	﹤0.01%	510
2017 Q1	$1K	Hold	5	–	–	﹤0.01%	491
2016 Q4	$1K	Hold	5	–	–	﹤0.01%	466
2016 Q3	$1K	Hold	5	–	–	﹤0.01%	465
2016 Q2	$1K	Hold	5	–	–	﹤0.01%	447
2016 Q1	$1K	Buy	+5	New	+$777	﹤0.01%	431

Other funds holding XES

NHFG

New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Edge Wealth Management's XES Position: Q1 2022 in Review

Edge Wealth Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2022, closing a stake of 5 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in XES in Q1 2016 and held it in 24 quarters. The position peaked at $1K in Q4 2021. 60 funds tracked by Wall St. Rank hold XES as of Q1 2022.

Edge Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 5 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2022, an estimated $1K.
Edge Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2016 and held it in 24 quarters.
Edge Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $1K in Q4 2021.
60 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.