Prosperity Consulting Group’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Prosperity Consulting Group’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 Q2	–	Sell	-4,486	Closed	-$320K	–	484
2025 Q1	$320K	Sell	4,486 -1,286	-22%	-$99.4K	0.02%	358
2024 Q4	$456K	Sell	5,772 -1,658	-22%	-$135K	0.03%	327
2024 Q3	$600K	Buy	+7,430	New	+$648K	0.05%	288

Other funds holding XES

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

AGC

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

Prosperity Consulting Group's XES Position: Q2 2025 in Review

Prosperity Consulting Group sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2025, closing a stake of 4,486 shares — an estimated $320K sold.

Prosperity Consulting Group first reported a position in XES in Q3 2024 and held it in 3 quarters. The position peaked at $600K in Q3 2024. 66 funds tracked by Wall St. Rank hold XES as of Q2 2025.

Prosperity Consulting Group reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2025 after selling out during the quarter.
Prosperity Consulting Group sold 4,486 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2025, an estimated $320K.
Prosperity Consulting Group first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q3 2024 and held it in 3 quarters.
Prosperity Consulting Group's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $600K in Q3 2024.
66 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2025.

Based on Prosperity Consulting Group's 13F filing for Q2 2025, filed 5 Aug 2025.