Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Envestnet Portfolio Solutions’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
Q4 		– Sell
-1,439
Closed -$213K – 1608
2023
Q3 		$213K Buy
+1,439
New +$206K ﹤0.01% 1409

Other funds holding XOP

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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Envestnet Portfolio Solutions's XOP Position: Q4 2023 in Review

Envestnet Portfolio Solutions sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2023, closing a stake of 1,439 shares — an estimated $213K sold.

Envestnet Portfolio Solutions first reported a position in XOP in Q3 2023 and held it in 1 quarter. The position peaked at $213K in Q3 2023. 394 funds tracked by Wall St. Rank hold XOP as of Q4 2023.

  • Envestnet Portfolio Solutions reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,439 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $213K.
  • Envestnet Portfolio Solutions first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $213K in Q3 2023.
  • 394 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2023, filed 7 Feb 2024.