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Janney Capital Management’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Janney Capital Management’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
Q3 		– Sell
-52,231
Closed -$4.75M – 245
2024
Q2 		$4.75M Sell
52,231
-996
-2% -$91.1K 0.33% 93
2024
Q1 		$4.96M Sell
53,227
-1,208
-2% -$101K 0.33% 93
2023
Q4 		$4.6M Sell
54,435
-54,291
-50% -$4.71M 0.31% 93
2023
Q3 		$10.4M Sell
108,726
-4,858
-4% -$449K 0.8% 53
2023
Q2 		$8.88M Sell
113,584
-3,593
-3% -$264K 0.62% 72
2023
Q1 		$8.81M Buy
+117,177
New +$9.62M 0.66% 63

Other funds holding XES

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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 $229M AUM 28.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
AGC
Aspen Grove Capital Avon, Colorado $514M AUM 21.8% 1-Year Est. Return