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

Connectus Wealth’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	$229K	Sell	1,478 -1,973	-57%	-$273K	0.01%	344
2023 Q4	$472K	Sell	3,451 -280	-8%	-$39.4K	0.01%	409
2023 Q3	$552K	Buy	+3,731	New	+$534K	0.01%	383

Other funds holding XOP

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

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 New York $235B AUM 32.99% 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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Connectus Wealth's XOP Position: Q1 2024 in Review

Connectus Wealth reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 57% in Q1 2024, selling an estimated $273K and leaving 1,478 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #344.

Connectus Wealth first reported a position in XOP in Q3 2023 and has held it in 3 quarters since. The position peaked at $552K in Q3 2023. 390 funds tracked by Wall St. Rank hold XOP as of Q1 2024.

Connectus Wealth held 1,478 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $229K as of Q1 2024.
Connectus Wealth sold 1,973 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $273K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #344 holding.
Connectus Wealth first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2023 and has held it in 3 quarters since.
Connectus Wealth's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $552K in Q3 2023.
390 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.