AIM
XOP icon

Aspen Investment Management’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Aspen Investment Management’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
Q4 		– Sell
-2,760
Closed -$408K – 153
2023
Q3 		$408K Buy
+2,760
New +$395K 0.25% 97

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Aspen Investment Management's XOP Position: Q4 2023 in Review

Aspen Investment Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2023, closing a stake of 2,760 shares — an estimated $408K sold.

Aspen Investment Management first reported a position in XOP in Q3 2023 and held it in 1 quarter. The position peaked at $408K in Q3 2023. 394 funds tracked by Wall St. Rank hold XOP as of Q4 2023.

  • Aspen Investment Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
  • Aspen Investment Management sold 2,760 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $408K.
  • Aspen Investment Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2023 and held it in 1 quarter.
  • Aspen Investment Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $408K in Q3 2023.
  • 394 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Aspen Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.