SWP
XES icon

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

Strategic Wealth Partners’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
2018
Q3 		– Sell
-13
Closed -$2K – 706
2018
Q2 		$2K Hold
13
– – ﹤0.01% 707
2018
Q1 		$2K Buy
+13
New +$2.13K ﹤0.01% 746

Other funds holding XES

IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Wealth Partners's XES Position: Q3 2018 in Review

Strategic Wealth Partners sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q3 2018, closing a stake of 13 shares — an estimated $2K sold.

Strategic Wealth Partners first reported a position in XES in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 84 funds tracked by Wall St. Rank hold XES as of Q3 2018.

  • Strategic Wealth Partners reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 13 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q3 2018, an estimated $2K.
  • Strategic Wealth Partners first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2018 and held it in 2 quarters.
  • Strategic Wealth Partners's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $2K in Q2 2018.
  • 84 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.