Creative Planning’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $890K | Buy |
4,894
+1,395
| +40% | +$210K | ﹤0.01% | 2553 |
|
|
2025
Q4 | $442K | Buy |
3,499
+130
| +4% | +$16.8K | ﹤0.01% | 2941 |
|
|
2025
Q3 | $445K | Sell |
3,369
-126
| -4% | -$16.3K | ﹤0.01% | 2825 |
|
|
2025
Q2 | $440K | Sell |
3,495
-144
| -4% | -$17.3K | ﹤0.01% | 2579 |
|
|
2025
Q1 | $479K | Sell |
3,639
-150
| -4% | -$20.1K | ﹤0.01% | 2325 |
|
|
2024
Q4 | $502K | Sell |
3,789
-44
| -1% | -$6.02K | ﹤0.01% | 2221 |
|
|
2024
Q3 | $504K | Sell |
3,833
-19
| -0.5% | -$2.63K | ﹤0.01% | 2108 |
|
|
2024
Q2 | $560K | Buy |
3,852
+489
| +15% | +$74K | ﹤0.01% | 1853 |
|
|
2024
Q1 | $521K | Buy |
3,363
+185
| +6% | +$25.6K | ﹤0.01% | 1829 |
|
|
2023
Q4 | $435K | Sell |
3,178
-829
| -21% | -$117K | ﹤0.01% | 1798 |
|
|
2023
Q3 | $593K | Buy |
4,007
+2,154
| +116% | +$309K | ﹤0.01% | 1451 |
|
|
2023
Q2 | $239K | Sell |
1,853
-395
| -18% | -$49.5K | ﹤0.01% | 2085 |
|
|
2023
Q1 | $287K | Sell |
2,248
-235
| -9% | -$31.2K | ﹤0.01% | 1855 |
|
|
2022
Q4 | $337K | Buy |
2,483
+358
| +17% | +$51.9K | ﹤0.01% | 1651 |
|
|
2022
Q3 | $265K | Buy |
2,125
+270
| +15% | +$35.6K | ﹤0.01% | 1728 |
|
|
2022
Q2 | $222K | Buy |
1,855
+28
| +2% | +$3.93K | ﹤0.01% | 1817 |
|
|
2022
Q1 | $246K | Sell |
1,827
-382
| -17% | -$44K | ﹤0.01% | 1760 |
|
|
2021
Q4 | $212K | Sell |
2,209
-356
| -14% | -$36.5K | ﹤0.01% | 1836 |
|
|
2021
Q3 | $248K | Sell |
2,565
-722
| -22% | -$61.4K | ﹤0.01% | 1717 |
|
|
2021
Q2 | $318K | Sell |
3,287
-32,596
| -91% | -$2.85M | ﹤0.01% | 1535 |
|
|
2021
Q1 | $2.92M | Buy |
35,883
+9,491
| +36% | +$724K | 0.01% | 573 |
|
|
2020
Q4 | $1.54M | Buy |
26,392
+407
| +2% | +$20.6K | ﹤0.01% | 766 |
|
|
2020
Q3 | $1.09M | Buy |
25,985
+9,839
| +61% | +$495K | ﹤0.01% | 768 |
|
|
2020
Q2 | $842K | Sell |
16,146
-487
| -3% | -$24.6K | ﹤0.01% | 808 |
|
|
2020
Q1 | $547K | Buy |
16,633
+4,651
| +39% | +$308K | ﹤0.01% | 893 |
|
|
2019
Q4 | $1.14M | Buy |
11,982
+6,120
| +104% | +$531K | ﹤0.01% | 730 |
|
|
2019
Q3 | $524K | Buy |
+5,862
| New | +$552K | ﹤0.01% | 1033 |
|
|
2018
Q4 | – | Sell |
-2,684
| Closed | -$465K | – | 2135 |
|
|
2018
Q3 | $465K | Buy |
2,684
+158
| +6% | +$26.6K | ﹤0.01% | 1119 |
|
|
2018
Q2 | $435K | Sell |
2,526
-9,588
| -79% | -$1.54M | ﹤0.01% | 1147 |
|
|
2018
Q1 | $1.71M | Buy |
+12,114
| New | +$1.73M | 0.01% | 510 |
|
|
2017
Q3 | – | Sell |
-80
| Closed | -$10K | – | 3749 |
|
|
2017
Q2 | $10K | Sell |
80
-136
| -63% | -$18.6K | ﹤0.01% | 3639 |
|
|
2017
Q1 | $32K | Buy |
216
+66
| +44% | +$10.3K | ﹤0.01% | 2799 |
|
|
2016
Q4 | $25K | Sell |
150
-16,727
| -99% | -$2.62M | ﹤0.01% | 2936 |
|
|
2016
Q3 | $2.6M | Sell |
16,877
-6,749
| -29% | -$968K | 0.02% | 326 |
|
|
2016
Q2 | $3.29M | Sell |
23,626
-139
| -0.6% | -$19.1K | 0.02% | 233 |
|
|
2016
Q1 | $2.88M | Buy |
23,765
+23,372
| +5,947% | +$2.53M | 0.02% | 244 |
|
|
2015
Q4 | $47K | Buy |
393
+129
| +49% | +$18.4K | ﹤0.01% | 2173 |
|
|
2015
Q3 | $35K | Buy |
+264
| New | +$40.3K | ﹤0.01% | 2318 |
|
|
2015
Q2 | – | Sell |
-12,968
| Closed | -$2.68M | – | 3061 |
|
|
2015
Q1 | $2.68M | Buy |
12,968
+5,432
| +72% | +$1.05M | 0.03% | 230 |
|
|
2014
Q4 | $1.44M | Buy |
7,536
+5,517
| +273% | +$1.23M | 0.02% | 345 |
|
|
2014
Q3 | $556K | Buy |
2,019
+1,530
| +313% | +$466K | 0.01% | 615 |
|
|
2014
Q2 | $161K | Sell |
489
-294
| -38% | -$90.4K | ﹤0.01% | 1152 |
|
|
2014
Q1 | $225K | Sell |
783
-45
| -5% | -$12.2K | ﹤0.01% | 943 |
|
|
2013
Q4 | $227K | Buy |
828
+760
| +1,118% | +$208K | ﹤0.01% | 809 |
|
|
2013
Q3 | $18K | Sell |
68
-125
| -65% | -$31.4K | ﹤0.01% | 2165 |
|
|
2013
Q2 | $45K | Buy |
+193
| New | +$45.7K | ﹤0.01% | 1446 |
|
Other funds holding XOP
MASUI
