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

Empirical Wealth 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
2022 Q4	–	Sell	-1,997	Closed	-$249K	–	486
2022 Q3	$249K	Buy	1,997 +222	+13%	+$29.3K	0.01%	412
2022 Q2	$212K	Hold	1,775	–	–	0.01%	432
2022 Q1	$239K	Buy	+1,775	New	+$204K	0.01%	439

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Empirical Wealth Management's XOP Position: Q4 2022 in Review

Empirical Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2022, closing a stake of 1,997 shares — an estimated $249K sold.

Empirical Wealth Management first reported a position in XOP in Q1 2022 and held it in 3 quarters. The position peaked at $249K in Q3 2022. 381 funds tracked by Wall St. Rank hold XOP as of Q4 2022.

Empirical Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2022 after selling out during the quarter.
Empirical Wealth Management sold 1,997 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2022, an estimated $249K.
Empirical Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2022 and held it in 3 quarters.
Empirical Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $249K in Q3 2022.
381 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2022.

Based on Empirical Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.