Global Financial Private Client’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-45	Closed	-$3.21K	–	1627
2025 Q1	$3.21K	Hold	45	–	–	﹤0.01%	760
2024 Q4	$3.55K	Hold	45	–	–	﹤0.01%	668
2024 Q3	$3.63K	Hold	45	–	–	﹤0.01%	675
2024 Q2	$4.09K	Hold	45	–	–	﹤0.01%	518
2024 Q1	$4.21K	Sell	45 -10,034	-100%	-$840K	﹤0.01%	531
2023 Q4	$852K	Buy	10,079 +7,217	+252%	+$626K	0.4%	71
2023 Q3	$265K	Buy	+2,862	New	+$265K	0.14%	147

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

Goldman Sachs New York $871B AUM 31.28% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

AGC

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

Global Financial Private Client's XES Position: Q2 2025 in Review

Global Financial Private Client sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2025, closing a stake of 45 shares — an estimated $3.21K sold.

Global Financial Private Client first reported a position in XES in Q3 2023 and held it in 7 quarters. The position peaked at $852K in Q4 2023. 66 funds tracked by Wall St. Rank hold XES as of Q2 2025.

Global Financial Private Client reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 45 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2025, an estimated $3.21K.
Global Financial Private Client first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2023 and held it in 7 quarters.
Global Financial Private Client's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $852K in Q4 2023.
66 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.