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

Liberty 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
2021 Q4	–	Sell	-18	Closed	-$1K	–	1117
2021 Q3	$1K	Sell	18 -9	-33%	-$477	﹤0.01%	1148
2021 Q2	$2K	Hold	27	–	–	﹤0.01%	951
2021 Q1	$1K	Hold	27	–	–	﹤0.01%	910
2020 Q4	$1K	Sell	27 -11	-29%	-$401	﹤0.01%	915
2020 Q3	$1K	Hold	38	–	–	﹤0.01%	838
2020 Q2	$1K	Hold	38	–	–	﹤0.01%	829
2020 Q1	$1K	Hold	38	–	–	﹤0.01%	854
2019 Q4	$3K	Hold	38	–	–	﹤0.01%	747
2019 Q3	$3K	Hold	38	–	–	﹤0.01%	713
2019 Q2	$4K	Hold	38	–	–	﹤0.01%	708
2019 Q1	$4K	Hold	38	–	–	﹤0.01%	575
2018 Q4	$3K	Buy	+38	New	+$4.92K	﹤0.01%	654

Other funds holding XES

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

THRC Management Cisco, Texas $634M AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

Liberty Wealth Management's XES Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2021, closing a stake of 18 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in XES in Q4 2018 and held it in 12 quarters. The position peaked at $4K in Q2 2019. 48 funds tracked by Wall St. Rank hold XES as of Q4 2021.

Liberty Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 18 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2021, an estimated $1K.
Liberty Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $4K in Q2 2019.
48 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.