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

Family 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
Q3 		– Sell
-312
Closed -$37K – 187
2022
Q2 		$37K Buy
+312
New +$43.8K 0.01% 159

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Family Management's XOP Position: Q3 2022 in Review

Family Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2022, closing a stake of 312 shares — an estimated $37K sold.

Family Management first reported a position in XOP in Q2 2022 and held it in 1 quarter. The position peaked at $37K in Q2 2022. 356 funds tracked by Wall St. Rank hold XOP as of Q3 2022.

  • Family Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2022 after selling out during the quarter.
  • Family Management sold 312 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2022, an estimated $37K.
  • Family Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2022 and held it in 1 quarter.
  • Family Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $37K in Q2 2022.
  • 356 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2022.

Based on Family Management's 13F filing for Q3 2022, filed 14 Nov 2022.