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

Crewe Advisors’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	-23	Closed	-$2.94K	–	1019
2023 Q1	$2.94K	Hold	23	–	–	﹤0.01%	690
2022 Q4	$3.13K	Hold	23	–	–	﹤0.01%	765
2022 Q3	$3K	Hold	23	–	–	﹤0.01%	1002
2022 Q2	$3K	Hold	23	–	–	﹤0.01%	938
2022 Q1	$3K	Buy	+23	New	+$2.65K	﹤0.01%	424
2018 Q1	–	Sell	-42	Closed	-$6K	–	295
2017 Q4	$6K	Buy	+42	New	+$5.85K	0.01%	235

Other funds holding XOP

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

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

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

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, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

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

Crewe Advisors's XOP Position: Q2 2023 in Review

Crewe Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2023, closing a stake of 23 shares — an estimated $2.94K sold.

Crewe Advisors first reported a position in XOP in Q4 2017 and held it in 6 quarters. The position peaked at $6K in Q4 2017. 347 funds tracked by Wall St. Rank hold XOP as of Q2 2023.

Crewe Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2023 after selling out during the quarter.
Crewe Advisors sold 23 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2023, an estimated $2.94K.
Crewe Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2017 and held it in 6 quarters.
Crewe Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $6K in Q4 2017.
347 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.