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

Avior Wealth 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
2025 Q1	–	Sell	-20	Closed	-$2.65K	–	2375
2024 Q4	$2.65K	Sell	20 -194	-91%	-$26.5K	﹤0.01%	2059
2024 Q3	$28.1K	Sell	214 -838	-80%	-$116K	﹤0.01%	1299
2024 Q2	$153K	Buy	1,052 +643	+157%	+$97.2K	0.01%	746
2024 Q1	$63.4K	Buy	+409	New	+$56.6K	﹤0.01%	1147
2023 Q1	–	Sell	-7	Closed	-$957	–	1670
2022 Q4	$957	Buy	+7	New	+$1.01K	﹤0.01%	1128

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Avior Wealth Management's XOP Position: Q1 2025 in Review

Avior Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2025, closing a stake of 20 shares — an estimated $2.65K sold.

Avior Wealth Management first reported a position in XOP in Q4 2022 and held it in 5 quarters. The position peaked at $153K in Q2 2024. 351 funds tracked by Wall St. Rank hold XOP as of Q1 2025.

Avior Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 20 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2025, an estimated $2.65K.
Avior Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2022 and held it in 5 quarters.
Avior Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $153K in Q2 2024.
351 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.