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

Financial Advocates Investment 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 Q2	–	Sell	-1,635	Closed	-$220K	–	801
2022 Q1	$220K	Sell	1,635 -19,566	-92%	-$2.25M	0.01%	660
2021 Q4	$2.12M	Sell	21,201 -18,726	-47%	-$1.92M	0.13%	186
2021 Q3	$4.56M	Buy	+39,927	New	+$3.4M	0.31%	80
2018 Q1	–	Sell	-2,046	Closed	-$304K	–	549
2017 Q4	$304K	Buy	+2,046	New	+$285K	0.04%	357

Other funds holding XOP

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 $303B AUM 53.02% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Advocates Investment Management's XOP Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2022, closing a stake of 1,635 shares — an estimated $220K sold.

Financial Advocates Investment Management first reported a position in XOP in Q4 2017 and held it in 4 quarters. The position peaked at $4.56M in Q3 2021. 375 funds tracked by Wall St. Rank hold XOP as of Q2 2022.

Financial Advocates Investment Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 1,635 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2022, an estimated $220K.
Financial Advocates Investment Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2017 and held it in 4 quarters.
Financial Advocates Investment Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $4.56M in Q3 2021.
375 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.