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Private Client Services’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Private Client Services’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
Q3 		– Sell
-15,026
Closed -$953K – 220
2025
Q2 		$953K Buy
15,026
+3,307
+28% +$204K 0.37% 70
2025
Q1 		$836K Buy
11,719
+22
+0.2% +$1.7K 0.41% 64
2024
Q4 		$923K Buy
+11,697
New +$952K 0.5% 56

Other funds holding XES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Client Services's XES Position: Q3 2025 in Review

Private Client Services sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q3 2025, closing a stake of 15,026 shares — an estimated $953K sold.

Private Client Services first reported a position in XES in Q4 2024 and held it in 3 quarters. The position peaked at $953K in Q2 2025. 69 funds tracked by Wall St. Rank hold XES as of Q3 2025.

  • Private Client Services reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q3 2025 after selling out during the quarter.
  • Private Client Services sold 15,026 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q3 2025, an estimated $953K.
  • Private Client Services first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2024 and held it in 3 quarters.
  • Private Client Services's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $953K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q3 2025.

Based on Private Client Services's 13F filing for Q3 2025, filed 14 Oct 2025.