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

MGB 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
2024 Q4	–	Sell	-4,537	Closed	-$366K	–	305
2024 Q3	$366K	Hold	4,537	–	–	0.13%	142
2024 Q2	$419K	Hold	4,537	–	–	0.16%	129
2024 Q1	$422K	Hold	4,537	–	–	0.17%	127
2023 Q4	$383K	Buy	+4,537	New	+$393K	0.19%	131

Other funds holding XES

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

OPOWM

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

AGC

Aspen Grove Capital Avon, Colorado $514M AUM 21.8% 1-Year Est. Return

MGB Wealth Management's XES Position: Q4 2024 in Review

MGB Wealth Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2024, closing a stake of 4,537 shares — an estimated $366K sold.

MGB Wealth Management first reported a position in XES in Q4 2023 and held it in 4 quarters. The position peaked at $422K in Q1 2024. 75 funds tracked by Wall St. Rank hold XES as of Q4 2024.

MGB Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2024 after selling out during the quarter.
MGB Wealth Management sold 4,537 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2024, an estimated $366K.
MGB Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2023 and held it in 4 quarters.
MGB Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $422K in Q1 2024.
75 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2024.

Based on MGB Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.