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Howe & Rusling’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Howe & Rusling’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 		– Sell
-394
Closed -$31.8K – 467
2024
Q3 		$31.8K Buy
+394
New +$34.4K ﹤0.01% 316

Other funds holding XES

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
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

Howe & Rusling's XES Position: Q4 2024 in Review

Howe & Rusling sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2024, closing a stake of 394 shares — an estimated $31.8K sold.

Howe & Rusling first reported a position in XES in Q3 2024 and held it in 1 quarter. The position peaked at $31.8K in Q3 2024. 75 funds tracked by Wall St. Rank hold XES as of Q4 2024.

  • Howe & Rusling reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2024 after selling out during the quarter.
  • Howe & Rusling sold 394 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2024, an estimated $31.8K.
  • Howe & Rusling first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2024 and held it in 1 quarter.
  • Howe & Rusling's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $31.8K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2024.

Based on Howe & Rusling's 13F filing for Q4 2024, filed 12 Feb 2025.