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

TRUADVICE’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
2023 Q3	$486K	Buy	+5,745	New	+$531K	0.19%	132

Other funds holding XES

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JCM

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

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRUADVICE's XES Position: Q3 2023 in Review

TRUADVICE opened a new position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q3 2023: 5,745 shares worth $486K. The stake represents 0.19% of the portfolio and ranks #132 among its holdings.

89 funds tracked by Wall St. Rank hold XES as of Q3 2023.

TRUADVICE held 5,745 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $486K as of Q3 2023.
State Street SPDR S&P Oil & Gas Equipment & Services ETF was a new TRUADVICE position in Q3 2023.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 0.19% of TRUADVICE's portfolio in Q3 2023, its #132 holding.
89 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.