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Proficio Capital Partners’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Proficio Capital Partners’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
2023
Q2 		– Sell
-16,170
Closed -$1.22M – 314
2023
Q1 		$1.22M Buy
+16,170
New +$1.33M 0.19% 75

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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Proficio Capital Partners's XES Position: Q2 2023 in Review

Proficio Capital Partners sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2023, closing a stake of 16,170 shares — an estimated $1.22M sold.

Proficio Capital Partners first reported a position in XES in Q1 2023 and held it in 1 quarter. The position peaked at $1.22M in Q1 2023. 79 funds tracked by Wall St. Rank hold XES as of Q2 2023.

  • Proficio Capital Partners reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2023 after selling out during the quarter.
  • Proficio Capital Partners sold 16,170 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2023, an estimated $1.22M.
  • Proficio Capital Partners first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2023 and held it in 1 quarter.
  • Proficio Capital Partners's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $1.22M in Q1 2023.
  • 79 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2023.

Based on Proficio Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.