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

Jim Simons’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 Q1	–	Sell	-6,100	Closed	-$516K	–	4131
2023 Q4	$516K	Sell	6,100 -7,000	-53%	-$607K	﹤0.01%	2756
2023 Q3	$1.25M	Buy	+13,100	New	+$1.21M	﹤0.01%	2149
2019 Q3	–	Sell	-3,420	Closed	-$329K	–	3753
2019 Q2	$329K	Buy	+3,420	New	+$353K	﹤0.01%	3145
2019 Q1	–	Sell	-6,288	Closed	-$567K	–	3739
2018 Q4	$567K	Buy	+6,288	New	+$815K	﹤0.01%	2809

Other funds holding XES

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

OPOWM

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jim Simons's XES Position: Q1 2024 in Review

Jim Simons sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2024, closing a stake of 6,100 shares — an estimated $516K sold.

Jim Simons first reported a position in XES in Q4 2018 and held it in 4 quarters. The position peaked at $1.25M in Q3 2023. 90 funds tracked by Wall St. Rank hold XES as of Q1 2024.

Jim Simons reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2024 after selling out during the quarter.
Jim Simons sold 6,100 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2024, an estimated $516K.
Jim Simons first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2018 and held it in 4 quarters.
Jim Simons's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $1.25M in Q3 2023.
90 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2024.

Based on Renaissance Technologies's 13F filing for Q1 2024, filed 13 May 2024.