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

Prospera Financial 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 Q1	–	Sell	-2,835	Closed	-$224K	–	1240
2024 Q4	$224K	Sell	2,835 -155	-5%	-$12.6K	0.01%	1046
2024 Q3	$241K	Sell	2,990 -23,126	-89%	-$2.02M	0.01%	1011
2024 Q2	$2.37M	Sell	26,116 -2,156	-8%	-$197K	0.07%	300
2024 Q1	$2.63M	Sell	28,272 -995	-3%	-$83.3K	0.08%	286
2023 Q4	$2.47M	Buy	+29,267	New	+$2.54M	0.08%	272
2023 Q3	–	Sell	-44,093	Closed	-$3.45M	–	1072
2023 Q2	$3.45M	Buy	44,093 +11,284	+34%	+$830K	0.13%	180
2023 Q1	$2.47M	Sell	32,809 -26,282	-44%	-$2.16M	0.1%	244
2022 Q4	$4.71M	Sell	59,091 -24,907	-30%	-$1.84M	0.24%	102
2022 Q3	$4.63M	Buy	83,998 +66,457	+379%	+$3.97M	0.24%	99
2022 Q2	$1.05M	Buy	+17,541	New	+$1.26M	0.05%	364
2014 Q3	–	Sell	-800	Closed	-$394K	–	298
2014 Q2	$394K	Sell	800 -500	-38%	-$233K	0.11%	153
2014 Q1	$596K	Hold	1,300	–	–	0.19%	72
2013 Q4	$568K	Buy	1,300 +100	+8%	+$43.4K	0.19%	86
2013 Q3	$510K	Buy	1,200 +150	+14%	+$61.8K	0.19%	104
2013 Q2	$415K	Buy	+1,050	New	+$413K	0.19%	117

Other funds holding XES

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

AGC

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

Prospera Financial Services's XES Position: Q1 2025 in Review

Prospera Financial Services sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2025, closing a stake of 2,835 shares — an estimated $224K sold.

Prospera Financial Services first reported a position in XES in Q2 2013 and held it in 15 quarters. The position peaked at $4.71M in Q4 2022. 71 funds tracked by Wall St. Rank hold XES as of Q1 2025.

Prospera Financial Services reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2025 after selling out during the quarter.
Prospera Financial Services sold 2,835 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2025, an estimated $224K.
Prospera Financial Services first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2013 and held it in 15 quarters.
Prospera Financial Services's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $4.71M in Q4 2022.
71 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.