Retirement Planning Company of New England’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Retirement Planning Company of New England’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
2022 Q1	–	Sell	-39	Closed	-$1K	–	901
2021 Q4	$1K	Buy	+39	New	+$2.13K	﹤0.01%	911

Other funds holding XES

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Retirement Planning Company of New England's XES Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2022, closing a stake of 39 shares — an estimated $1K sold.

Retirement Planning Company of New England first reported a position in XES in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 60 funds tracked by Wall St. Rank hold XES as of Q1 2022.

Retirement Planning Company of New England reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2022 after selling out during the quarter.
Retirement Planning Company of New England sold 39 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2022, an estimated $1K.
Retirement Planning Company of New England first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2021 and held it in 1 quarter.
Retirement Planning Company of New England's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $1K in Q4 2021.
60 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.