SFG Wealth Management’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

SFG Wealth Management’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
2024 Q1	–	Sell	-6,733	Closed	-$569K	–	108
2023 Q4	$569K	Sell	6,733 -800	-11%	-$69.4K	0.38%	43
2023 Q3	$722K	Buy	7,533 +4,700	+166%	+$435K	0.57%	35
2023 Q2	$221K	Buy	+2,833	New	+$208K	0.19%	85
2023 Q1	–	Sell	-4,874	Closed	-$389K	–	95
2022 Q4	$389K	Buy	+4,874	New	+$361K	0.48%	43

Other funds holding XES

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

SFG Wealth Management's XES Position: Q1 2024 in Review

SFG Wealth Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q1 2024, closing a stake of 6,733 shares — an estimated $569K sold.

SFG Wealth Management first reported a position in XES in Q4 2022 and held it in 4 quarters. The position peaked at $722K in Q3 2023. 90 funds tracked by Wall St. Rank hold XES as of Q1 2024.

SFG Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q1 2024 after selling out during the quarter.
SFG Wealth Management sold 6,733 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2024, an estimated $569K.
SFG Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q4 2022 and held it in 4 quarters.
SFG Wealth Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $722K in Q3 2023.
90 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2024.

Based on SFG Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.