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

EP Wealth 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
2023
Q1 		– Sell
-1,644
Closed -$131K – 716
2022
Q4 		$131K Buy
+1,644
New +$122K ﹤0.01% 580
2021
Q1 		– Sell
-2,350
Closed -$105K – 524
2020
Q4 		$105K Buy
+2,350
New +$85.6K ﹤0.01% 452

Other funds holding XES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

EP Wealth Advisors's XES Position: Q1 2023 in Review

EP Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2023, closing a stake of 1,644 shares — an estimated $131K sold.

EP Wealth Advisors first reported a position in XES in Q4 2020 and held it in 2 quarters. The position peaked at $131K in Q4 2022. 91 funds tracked by Wall St. Rank hold XES as of Q1 2023.

  • EP Wealth Advisors reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 1,644 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2023, an estimated $131K.
  • EP Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2020 and held it in 2 quarters.
  • EP Wealth Advisors's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $131K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2023.

Based on EP Wealth Advisors's 13F filing for Q1 2023, filed 5 Jun 2023.