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

EPG 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 Q4	–	Sell	-24	Closed	-$1K	–	397
2022 Q3	$1K	Buy	+24	New	+$1.43K	﹤0.01%	380
2022 Q2	–	Sell	-24	Closed	-$2K	–	400
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	389
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	397
2021 Q3	$1K	Buy	+24	New	+$1.27K	﹤0.01%	373
2020 Q2	–	Sell	-23	Closed	-$1K	–	789
2020 Q1	$1K	Sell	23 -1	-4%	-$55	﹤0.01%	768
2019 Q4	$2K	Buy	+24	New	+$1.71K	﹤0.01%	624

Other funds holding XES

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EPG Wealth Management's XES Position: Q4 2022 in Review

EPG Wealth Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2022, closing a stake of 24 shares — an estimated $1K sold.

EPG Wealth Management first reported a position in XES in Q4 2019 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 79 funds tracked by Wall St. Rank hold XES as of Q4 2022.

EPG Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2022 after selling out during the quarter.
EPG Wealth Management sold 24 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2022, an estimated $1K.
EPG Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2019 and held it in 6 quarters.
EPG Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $2K in Q1 2022.
79 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2022.

Based on EPG Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.