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Sowell Financial Services’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-17,200
Closed -$975K – 2768
2021
Q1 		$975K Buy
+17,200
New +$944K 0.03% 423

Other funds holding XES

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sowell Financial Services's XES Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q2 2021, closing a stake of 17,200 shares — an estimated $975K sold.

Sowell Financial Services first reported a position in XES in Q1 2021 and held it in 1 quarter. The position peaked at $975K in Q1 2021. 54 funds tracked by Wall St. Rank hold XES as of Q2 2021.

  • Sowell Financial Services reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 17,200 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q2 2021, an estimated $975K.
  • Sowell Financial Services first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $975K in Q1 2021.
  • 54 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.