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

Atria Investments’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 Q1	–	Sell	-27,877	Closed	-$3.79M	–	879
2022 Q4	$3.79M	Sell	27,877 -2,814	-9%	-$408K	0.08%	318
2022 Q3	$3.83M	Buy	30,691 +7,501	+32%	+$990K	0.08%	286
2022 Q2	$2.77M	Buy	+23,190	New	+$3.26M	0.06%	399

Other funds holding XOP

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Atria Investments's XOP Position: Q1 2023 in Review

Atria Investments sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2023, closing a stake of 27,877 shares — an estimated $3.79M sold.

Atria Investments first reported a position in XOP in Q2 2022 and held it in 3 quarters. The position peaked at $3.83M in Q3 2022. 366 funds tracked by Wall St. Rank hold XOP as of Q1 2023.

Atria Investments reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
Atria Investments sold 27,877 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2023, an estimated $3.79M.
Atria Investments first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2022 and held it in 3 quarters.
Atria Investments's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $3.83M in Q3 2022.
366 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2023.

Based on Atria Investments's 13F filing for Q1 2023, filed 10 May 2023.