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

Avidian Wealth Enterprises’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
2022 Q2	–	Sell	-3,381	Closed	-$455K	–	510
2022 Q1	$455K	Buy	3,381 +38	+1%	+$4.38K	0.03%	320
2021 Q4	$320K	Buy	3,343 +110	+3%	+$11.3K	0.02%	388
2021 Q3	$313K	Buy	+3,233	New	+$275K	0.02%	288
2015 Q1	–	Sell	-7,936	Closed	-$1.52M	–	48
2014 Q4	$1.52M	Sell	7,936 -18,292	-70%	-$4.07M	0.63%	16
2014 Q3	$7.22M	Sell	26,228 -18,147	-41%	-$5.52M	2.83%	11
2014 Q2	$14.6M	Buy	44,375 +5,578	+14%	+$1.72M	5.38%	7
2014 Q1	$11.1M	Buy	38,797 +6,614	+21%	+$1.8M	6.32%	8
2013 Q4	$8.96M	Buy	+32,183	New	+$8.8M	8.25%	4

Other funds holding XOP

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

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

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

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

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avidian Wealth Enterprises's XOP Position: Q2 2022 in Review

Avidian Wealth Enterprises sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2022, closing a stake of 3,381 shares — an estimated $455K sold.

Avidian Wealth Enterprises first reported a position in XOP in Q4 2013 and held it in 8 quarters. The position peaked at $14.6M in Q2 2014. 375 funds tracked by Wall St. Rank hold XOP as of Q2 2022.

Avidian Wealth Enterprises reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2022 after selling out during the quarter.
Avidian Wealth Enterprises sold 3,381 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2022, an estimated $455K.
Avidian Wealth Enterprises first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2013 and held it in 8 quarters.
Avidian Wealth Enterprises's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $14.6M in Q2 2014.
375 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2022, filed 29 Jul 2022.