Householder Group Estate & Retirement Specialist’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$368K	Buy	+4,675	New	+$380K	0.28%	58

Other funds holding XES

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

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

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

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

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

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

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

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

AGC

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

Householder Group Estate & Retirement Specialist's XES Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist opened a new position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2024: 4,675 shares worth $368K. The stake represents 0.28% of the portfolio and ranks #58 among its holdings.

75 funds tracked by Wall St. Rank hold XES as of Q4 2024.

Householder Group Estate & Retirement Specialist held 4,675 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $368K as of Q4 2024.
State Street SPDR S&P Oil & Gas Equipment & Services ETF was a new Householder Group Estate & Retirement Specialist position in Q4 2024.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 0.28% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #58 holding.
75 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.