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Pettinga Financial Advisors’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Pettinga Financial Advisors’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
Q1 		– Sell
-2,825
Closed -$223K – 138
2024
Q4 		$223K Buy
+2,825
New +$230K 0.05% 117

Other funds holding XES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AGC
Aspen Grove Capital Avon, Colorado $514M AUM 21.8% 1-Year Est. Return

Pettinga Financial Advisors's XES Position: Q1 2025 in Review

Pettinga Financial Advisors sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2025, closing a stake of 2,825 shares — an estimated $223K sold.

Pettinga Financial Advisors first reported a position in XES in Q4 2024 and held it in 1 quarter. The position peaked at $223K in Q4 2024. 71 funds tracked by Wall St. Rank hold XES as of Q1 2025.

  • Pettinga Financial Advisors reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2025 after selling out during the quarter.
  • Pettinga Financial Advisors sold 2,825 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2025, an estimated $223K.
  • Pettinga Financial Advisors first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2024 and held it in 1 quarter.
  • Pettinga Financial Advisors's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $223K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2025.

Based on Pettinga Financial Advisors's 13F filing for Q1 2025, filed 2 May 2025.