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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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return