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

Belpointe Asset 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
-3,192
Closed -$445K – 1048
2024
Q4 		$445K Sell
3,192
-75
-2% -$10.3K 0.03% 540
2024
Q3 		$430K Buy
3,267
+71
+2% +$9.81K 0.03% 542
2024
Q2 		$465K Sell
3,196
-475
-13% -$71.8K 0.03% 478
2024
Q1 		$569K Buy
3,671
+1,751
+91% +$242K 0.04% 406
2023
Q4 		$263K Sell
1,920
-2,377
-55% -$334K 0.02% 571
2023
Q3 		$636K Buy
4,297
+1,611
+60% +$231K 0.07% 276
2023
Q2 		$346K Sell
2,686
-4,178
-61% -$523K 0.04% 401
2023
Q1 		$876K Buy
6,864
+5,268
+330% +$699K 0.05% 373
2022
Q4 		$217K Sell
1,596
-1,386
-46% -$201K 0.01% 863
2022
Q3 		$372K Sell
2,982
-340
-10% -$44.9K 0.03% 614
2022
Q2 		$397K Sell
3,322
-16,694
-83% -$2.35M 0.03% 580
2022
Q1 		$2.69M Buy
20,016
+10,144
+103% +$1.17M 0.16% 128
2021
Q4 		$947K Buy
9,872
+8,465
+602% +$867K 0.06% 330
2021
Q3 		$136K Sell
1,407
-2,195
-61% -$187K 0.01% 1027
2021
Q2 		$348K Sell
3,602
-1,083
-23% -$94.6K 0.03% 617
2021
Q1 		$381K Buy
4,685
+2,034
+77% +$155K 0.03% 517
2020
Q4 		$155K Buy
+2,651
New +$134K 0.01% 789

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Belpointe Asset Management's XOP Position: Q1 2025 in Review

Belpointe Asset Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2025, closing a stake of 3,192 shares — an estimated $445K sold.

Belpointe Asset Management first reported a position in XOP in Q4 2020 and held it in 17 quarters. The position peaked at $2.69M in Q1 2022. 353 funds tracked by Wall St. Rank hold XOP as of Q1 2025.

  • Belpointe Asset 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.
  • Belpointe Asset Management sold 3,192 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2025, an estimated $445K.
  • Belpointe Asset Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2020 and held it in 17 quarters.
  • Belpointe Asset Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2.69M in Q1 2022.
  • 353 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.