Abacus Planning Group’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Abacus Planning Group’s Portfolio XOP Stock Details XOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,445	Closed	-$1.25M	–	246
2024 Q4	$1.25M	Sell	9,445 -2,735	-22%	-$374K	0.22%	63
2024 Q3	$1.6M	Hold	12,180	–	–	0.29%	50
2024 Q2	$1.77M	Hold	12,180	–	–	0.34%	40
2024 Q1	$1.89M	Hold	12,180	–	–	0.37%	38
2023 Q4	$1.67M	Hold	12,180	–	–	0.35%	39
2023 Q3	$1.8M	Hold	12,180	–	–	0.44%	34
2023 Q2	$1.57M	Sell	12,180 -6,530	-35%	-$818K	0.38%	39
2023 Q1	$2.39M	Hold	18,710	–	–	0.62%	29
2022 Q4	$2.54M	Hold	18,710	–	–	0.7%	26
2022 Q3	$2.33M	Hold	18,710	–	–	0.7%	25
2022 Q2	$2.23M	Hold	18,710	–	–	0.66%	28
2022 Q1	$2.52M	Hold	18,710	–	–	0.68%	29
2021 Q4	$1.79M	Hold	18,710	–	–	0.48%	41
2021 Q3	$1.81M	Hold	18,710	–	–	0.58%	30
2021 Q2	$1.81M	Hold	18,710	–	–	0.55%	32
2021 Q1	$1.52M	Buy	+18,710	New	+$1.43M	0.49%	38

Other funds holding XOP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Abacus Planning Group's XOP Position: Q1 2025 in Review

Abacus Planning Group sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2025, closing a stake of 9,445 shares — an estimated $1.25M sold.

Abacus Planning Group first reported a position in XOP in Q1 2021 and held it in 16 quarters. The position peaked at $2.54M in Q4 2022. 353 funds tracked by Wall St. Rank hold XOP as of Q1 2025.

Abacus Planning Group reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
Abacus Planning Group sold 9,445 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2025, an estimated $1.25M.
Abacus Planning Group first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2021 and held it in 16 quarters.
Abacus Planning Group's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2.54M in Q4 2022.
353 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2025.

Based on Abacus Planning Group's 13F filing for Q1 2025, filed 14 Apr 2025.