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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.8K Buy
296
+2
+0.7% +$127 ﹤0.01% 1535
2025
Q1
$21K Buy
294
+1
+0.3% +$71 ﹤0.01% 1596
2024
Q4
$23.1K Buy
293
+1
+0.3% +$79 ﹤0.01% 1576
2024
Q3
$23.6K Buy
292
+1
+0.3% +$81 ﹤0.01% 1390
2024
Q2
$26.4K Sell
291
-75
-20% -$6.81K ﹤0.01% 1340
2024
Q1
$34K Buy
366
+1
+0.3% +$93 ﹤0.01% 1342
2023
Q4
$28.8K Sell
365
-691
-65% -$54.5K ﹤0.01% 1403
2023
Q3
$101K Buy
1,056
+2
+0.2% +$191 ﹤0.01% 951
2023
Q2
$82.4K Buy
1,054
+2
+0.2% +$156 ﹤0.01% 1028
2023
Q1
$79.1K Buy
1,052
+76
+8% +$5.72K ﹤0.01% 1036
2022
Q4
$78K Buy
976
+2
+0.2% +$160 ﹤0.01% 831
2022
Q3
$54K Buy
974
+1
+0.1% +$55 ﹤0.01% 925
2022
Q2
$58K Sell
973
-150
-13% -$8.94K ﹤0.01% 1237
2022
Q1
$84K Buy
1,123
+1
+0.1% +$75 ﹤0.01% 1231
2021
Q4
$55K Buy
1,122
+1
+0.1% +$49 ﹤0.01% 1677
2021
Q3
$61K Sell
1,121
-19
-2% -$1.03K ﹤0.01% 1398
2021
Q2
$71K Sell
1,140
-1,798
-61% -$112K ﹤0.01% 1340
2021
Q1
$146K Buy
+2,938
New +$146K ﹤0.01% 1210