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

Atria Wealth Solutions’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
2024 Q1	–	Sell	-1,741	Closed	-$238K	–	2074
2023 Q4	$238K	Sell	1,741 -232	-12%	-$32.6K	﹤0.01%	1666
2023 Q3	$292K	Sell	1,973 -198	-9%	-$28.4K	﹤0.01%	1431
2023 Q2	$280K	Sell	2,171 -173	-7%	-$21.7K	﹤0.01%	1491
2023 Q1	$299K	Sell	2,344 -72	-3%	-$9.56K	﹤0.01%	1418
2022 Q4	$328K	Buy	2,416 +20	+0.8%	+$2.9K	0.01%	1310
2022 Q3	$299K	Sell	2,396 -955	-28%	-$126K	0.01%	1301
2022 Q2	$400K	Sell	3,351 -498	-13%	-$70K	0.01%	1073
2022 Q1	$518K	Buy	+3,849	New	+$443K	0.01%	1052

Other funds holding XOP

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

MMH

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

Citigroup New York $303B AUM 53.02% 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

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

Two Sigma Investments New York $138B AUM 41.87% 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

Atria Wealth Solutions's XOP Position: Q1 2024 in Review

Atria Wealth Solutions sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2024, closing a stake of 1,741 shares — an estimated $238K sold.

Atria Wealth Solutions first reported a position in XOP in Q1 2022 and held it in 8 quarters. The position peaked at $518K in Q1 2022. 389 funds tracked by Wall St. Rank hold XOP as of Q1 2024.

Atria Wealth Solutions reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
Atria Wealth Solutions sold 1,741 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $238K.
Atria Wealth Solutions first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2022 and held it in 8 quarters.
Atria Wealth Solutions's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $518K in Q1 2022.
389 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.