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

Marshall Investment 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
2025
Q2 		– Sell
-15,010
Closed -$1.07M – 233
2025
Q1 		$1.07M Buy
+15,010
New +$1.16M 0.67% 43

Other funds holding XES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AGC
Aspen Grove Capital Avon, Colorado $514M AUM 21.8% 1-Year Est. Return

Marshall Investment Management's XES Position: Q2 2025 in Review

Marshall Investment Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2025, closing a stake of 15,010 shares — an estimated $1.07M sold.

Marshall Investment Management first reported a position in XES in Q1 2025 and held it in 1 quarter. The position peaked at $1.07M in Q1 2025. 66 funds tracked by Wall St. Rank hold XES as of Q2 2025.

  • Marshall Investment Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall Investment Management sold 15,010 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2025, an estimated $1.07M.
  • Marshall Investment Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2025 and held it in 1 quarter.
  • Marshall Investment Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $1.07M in Q1 2025.
  • 66 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.