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Sound Income Strategies’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Sound Income Strategies’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
2026
Q1 		– Hold
0
– – – 2553
2025
Q4 		– Hold
0
– – – 2492
2025
Q3 		– Hold
0
– – – 1675
2025
Q2 		– Hold
0
– – – 1587
2025
Q1 		– Hold
0
– – – 1533
2024
Q4 		– Hold
0
– – – 1447
2024
Q3 		– Hold
0
– – – 1384
2024
Q2 		– Hold
0
– – – 1357
2024
Q1 		– Hold
0
– – – 1333

Other funds holding XES

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return