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

Elm Advisors’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
2021 Q1	–	Sell	-148	Closed	-$7K	–	260
2020 Q4	$7K	Buy	+148	New	+$5.39K	﹤0.01%	248

Other funds holding XES

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Elm Advisors's XES Position: Q1 2021 in Review

Elm Advisors sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2021, closing a stake of 148 shares — an estimated $7K sold.

Elm Advisors first reported a position in XES in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 51 funds tracked by Wall St. Rank hold XES as of Q1 2021.

Elm Advisors reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 148 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2021, an estimated $7K.
Elm Advisors first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2020 and held it in 1 quarter.
Elm Advisors's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $7K in Q4 2020.
51 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.