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HM Payson & Co’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

HM Payson & Co’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
2020
Q4 		– Sell
-500
Closed -$14K – 1160
2020
Q3 		$14K Hold
500
– – ﹤0.01% 791
2020
Q2 		$17K Buy
500
+300
+150% +$9.1K ﹤0.01% 692
2020
Q1 		$5K Hold
200
– – ﹤0.01% 813
2019
Q4 		$16K Sell
200
-200
-50% -$14.3K ﹤0.01% 750
2019
Q3 		$29K Buy
400
+200
+100% +$16.3K ﹤0.01% 672
2019
Q2 		$19K Buy
+200
New +$20.7K ﹤0.01% 735

Other funds holding XES

EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HM Payson & Co's XES Position: Q4 2020 in Review

HM Payson & Co sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2020, closing a stake of 500 shares — an estimated $14K sold.

HM Payson & Co first reported a position in XES in Q2 2019 and held it in 6 quarters. The position peaked at $29K in Q3 2019. 45 funds tracked by Wall St. Rank hold XES as of Q4 2020.

  • HM Payson & Co reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2020 after selling out during the quarter.
  • HM Payson & Co sold 500 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2020, an estimated $14K.
  • HM Payson & Co first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2019 and held it in 6 quarters.
  • HM Payson & Co's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $29K in Q3 2019.
  • 45 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2020.

Based on HM Payson & Co's 13F filing for Q4 2020, filed 10 Mar 2021.