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

IAG Wealth Partners’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
Q1 		– Sell
-118
Closed -$10K – 463
2019
Q4 		$10K Buy
+118
New +$8.43K 0.01% 263

Other funds holding XES

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Goldman Sachs
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TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CCM
Cadence Capital Management Boston, Massachusetts $415M AUM 11.01% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
FBA
Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IAG Wealth Partners's XES Position: Q1 2020 in Review

IAG Wealth Partners sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2020, closing a stake of 118 shares — an estimated $10K sold.

IAG Wealth Partners first reported a position in XES in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 38 funds tracked by Wall St. Rank hold XES as of Q1 2020.

  • IAG Wealth Partners reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 118 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2020, an estimated $10K.
  • IAG Wealth Partners first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2019 and held it in 1 quarter.
  • IAG Wealth Partners's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $10K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2020.

Based on IAG Wealth Partners's 13F filing for Q1 2020, filed 11 Feb 2021.