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Maxi Investments CY’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Maxi Investments CY’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
2022
Q4 		– Sell
-70,000
Closed -$3.86M – 62
2022
Q3 		$3.86M Buy
70,000
+20,000
+40% +$1.19M 2.92% 11
2022
Q2 		$2.98M Buy
+50,000
New +$3.6M 2.13% 18

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Maxi Investments CY's XES Position: Q4 2022 in Review

Maxi Investments CY sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2022, closing a stake of 70,000 shares — an estimated $3.86M sold.

Maxi Investments CY first reported a position in XES in Q2 2022 and held it in 2 quarters. The position peaked at $3.86M in Q3 2022. 79 funds tracked by Wall St. Rank hold XES as of Q4 2022.

  • Maxi Investments CY reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2022 after selling out during the quarter.
  • Maxi Investments CY sold 70,000 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2022, an estimated $3.86M.
  • Maxi Investments CY first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2022 and held it in 2 quarters.
  • Maxi Investments CY's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $3.86M in Q3 2022.
  • 79 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2022.

Based on Maxi Investments CY's 13F filing for Q4 2022, filed 9 Feb 2023.