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

Regal Investment 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
2021
Q1 		– Sell
-37,653
Closed -$1.69M – 444
2020
Q4 		$1.69M Buy
+37,653
New +$1.37M 0.19% 127

Other funds holding XES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Regal Investment Advisors's XES Position: Q1 2021 in Review

Regal Investment Advisors sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2021, closing a stake of 37,653 shares — an estimated $1.69M sold.

Regal Investment Advisors first reported a position in XES in Q4 2020 and held it in 1 quarter. The position peaked at $1.69M in Q4 2020. 51 funds tracked by Wall St. Rank hold XES as of Q1 2021.

  • Regal Investment Advisors reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 37,653 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2021, an estimated $1.69M.
  • Regal Investment Advisors first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2020 and held it in 1 quarter.
  • Regal Investment Advisors's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $1.69M in Q4 2020.
  • 51 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.