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

Kingsview Wealth 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
2023
Q3 		– Sell
-12,171
Closed -$951K – 1014
2023
Q2 		$951K Buy
+12,171
New +$895K 0.04% 424

Other funds holding XES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kingsview Wealth Management's XES Position: Q3 2023 in Review

Kingsview Wealth Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q3 2023, closing a stake of 12,171 shares — an estimated $951K sold.

Kingsview Wealth Management first reported a position in XES in Q2 2023 and held it in 1 quarter. The position peaked at $951K in Q2 2023. 89 funds tracked by Wall St. Rank hold XES as of Q3 2023.

  • Kingsview Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 12,171 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q3 2023, an estimated $951K.
  • Kingsview Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $951K in Q2 2023.
  • 89 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.