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

Advisor 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
2019 Q4	$354K	Sell	3,733 -711	-16%	-$61.6K	﹤0.01%	1925
2019 Q3	$398K	Buy	4,444 +452	+11%	+$42.6K	﹤0.01%	1778
2019 Q2	$435K	Sell	3,992 -2,200	-36%	-$254K	﹤0.01%	1711
2019 Q1	$762K	Buy	6,192 +4,271	+222%	+$514K	0.01%	1288
2018 Q4	$204K	Buy	1,921 +292	+18%	+$40.8K	﹤0.01%	2074
2018 Q3	$282K	Buy	1,629 +46	+3%	+$7.74K	﹤0.01%	1904
2018 Q2	$272K	Sell	1,583 -152	-9%	-$24.5K	﹤0.01%	1750
2018 Q1	$244K	Buy	1,735 +742	+75%	+$106K	﹤0.01%	1824
2017 Q4	$147K	Sell	993 -1,056	-52%	-$147K	﹤0.01%	2258
2017 Q3	$279K	Sell	2,049 -1,113	-35%	-$140K	﹤0.01%	1593
2017 Q2	$404K	Sell	3,162 -519	-14%	-$71K	0.01%	1287
2017 Q1	$551K	Sell	3,681 -680	-16%	-$106K	0.01%	1016
2016 Q4	$722K	Buy	4,361 +2,049	+89%	+$321K	0.02%	813
2016 Q3	$356K	Sell	2,312 -90	-4%	-$12.9K	0.01%	1176
2016 Q2	$332K	Buy	+2,402	New	+$330K	0.01%	1150

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Advisor Group's XOP Position: Q4 2019 in Review

Advisor Group reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 16% in Q4 2019, selling an estimated $61.6K and leaving 3,733 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Advisor Group first reported a position in XOP in Q2 2016 and has held it in 15 quarters since. The position peaked at $762K in Q1 2019. 255 funds tracked by Wall St. Rank hold XOP as of Q4 2019.

Advisor Group held 3,733 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $354K as of Q4 2019.
Advisor Group sold 711 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2019, an estimated $61.6K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1925 holding.
Advisor Group first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $762K in Q1 2019.
255 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.