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

Baldwin Wealth Partners’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 Q4	–	Sell	-300	Closed	-$39.5K	–	1057
2024 Q3	$39.5K	Hold	300	–	–	﹤0.01%	594
2024 Q2	$43.6K	Hold	300	–	–	﹤0.01%	369
2024 Q1	$46.5K	Hold	300	–	–	﹤0.01%	376
2023 Q4	$41.1K	Hold	300	–	–	﹤0.01%	400
2023 Q3	$44.4K	Hold	300	–	–	﹤0.01%	414
2023 Q2	$38.6K	Hold	300	–	–	﹤0.01%	446
2023 Q1	$38.3K	Hold	300	–	–	﹤0.01%	448
2022 Q4	$40.8K	Hold	300	–	–	﹤0.01%	440
2022 Q3	$37K	Hold	300	–	–	0.01%	369
2022 Q2	$36K	Buy	+300	New	+$42.1K	﹤0.01%	399

Other funds holding XOP

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

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

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

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

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

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

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

MASUI

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

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

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Baldwin Wealth Partners's XOP Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2024, closing a stake of 300 shares — an estimated $39.5K sold.

Baldwin Wealth Partners first reported a position in XOP in Q2 2022 and held it in 10 quarters. The position peaked at $46.5K in Q1 2024. 381 funds tracked by Wall St. Rank hold XOP as of Q4 2024.

Baldwin Wealth Partners reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 300 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $39.5K.
Baldwin Wealth Partners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2022 and held it in 10 quarters.
Baldwin Wealth Partners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $46.5K in Q1 2024.
381 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.