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

CreativeOne 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
2023
Q2 		– Sell
-2,433
Closed -$310K – 893
2023
Q1 		$310K Buy
+2,433
New +$323K 0.02% 627
2022
Q2 		– Sell
-2,335
Closed -$315K – 820
2022
Q1 		$315K Sell
2,335
-3,655
-61% -$421K 0.02% 570
2021
Q4 		$574K Buy
5,990
+2,679
+81% +$274K 0.03% 417
2021
Q3 		$320K Sell
3,311
-1,375
-29% -$117K 0.02% 531
2021
Q2 		$453K Buy
4,686
+2,110
+82% +$184K 0.03% 402
2021
Q1 		$210K Buy
+2,576
New +$197K 0.02% 530

Other funds holding XOP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return