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

Advisory Research’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
2023 Q3	–	Sell	-4,935	Closed	-$636K	–	500
2023 Q2	$636K	Hold	4,935	–	–	0.08%	260
2023 Q1	$630K	Hold	4,935	–	–	0.1%	222
2022 Q4	$671K	Hold	4,935	–	–	0.06%	210
2022 Q3	$615K	Hold	4,935	–	–	0.06%	213
2022 Q2	$590K	Hold	4,935	–	–	0.06%	209
2022 Q1	$664K	Hold	4,935	–	–	0.05%	224
2021 Q4	$473K	Hold	4,935	–	–	0.04%	258
2021 Q3	$477K	Hold	4,935	–	–	0.03%	251
2021 Q2	$477K	Hold	4,935	–	–	0.03%	268
2021 Q1	$401K	Sell	4,935 -4,935	-50%	-$377K	0.03%	287
2020 Q4	$578K	Buy	9,870 +4,935	+100%	+$250K	0.04%	249
2020 Q3	$208K	Hold	4,935	–	–	0.02%	297
2020 Q2	$258K	Buy	+4,935	New	+$249K	0.02%	292
2020 Q1	–	Sell	-4,935	Closed	-$468K	–	353
2019 Q4	$468K	Hold	4,935	–	–	0.02%	245
2019 Q3	$441K	Hold	4,935	–	–	0.02%	262
2019 Q2	$538K	Hold	4,935	–	–	0.01%	298
2019 Q1	$607K	Hold	4,935	–	–	0.01%	277
2018 Q4	$524K	Hold	4,935	–	–	0.01%	290
2018 Q3	$855K	Hold	4,935	–	–	0.01%	269
2018 Q2	$850K	Hold	4,935	–	–	0.01%	273
2018 Q1	$695K	Hold	4,935	–	–	0.01%	288
2017 Q4	$734K	Hold	4,935	–	–	0.01%	296
2017 Q3	$673K	Hold	4,935	–	–	0.01%	341
2017 Q2	$630K	Sell	4,935 -1,330	-21%	-$182K	0.01%	346
2017 Q1	$938K	Hold	6,265	–	–	0.01%	327
2016 Q4	$1.04M	Hold	6,265	–	–	0.02%	276
2016 Q3	$964K	Hold	6,265	–	–	0.02%	183
2016 Q2	$872K	Hold	6,265	–	–	0.02%	184
2016 Q1	$761K	Buy	+6,265	New	+$679K	0.01%	197
2015 Q4	–	Sell	-5,980	Closed	-$786K	–	296
2015 Q3	$786K	Hold	5,980	–	–	0.01%	221
2015 Q2	$1.12M	Hold	5,980	–	–	0.01%	225
2015 Q1	$1.24M	Buy	+5,980	New	+$1.16M	0.01%	221

Other funds holding XOP

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

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

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

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

Advisory Research's XOP Position: Q3 2023 in Review

Advisory Research sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2023, closing a stake of 4,935 shares — an estimated $636K sold.

Advisory Research first reported a position in XOP in Q1 2015 and held it in 32 quarters. The position peaked at $1.24M in Q1 2015. 390 funds tracked by Wall St. Rank hold XOP as of Q3 2023.

Advisory Research reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 4,935 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2023, an estimated $636K.
Advisory Research first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2015 and held it in 32 quarters.
Advisory Research's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.24M in Q1 2015.
390 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2023.

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