Financial Architects (New Jersey)’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Financial Architects (New Jersey)’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
2019 Q4	–	Sell	-500	Closed	-$45K	–	1007
2019 Q3	$45K	Buy	500 +450	+900%	+$42.4K	0.01%	462
2019 Q2	$5K	Sell	50 -200	-80%	-$23.1K	﹤0.01%	1008
2019 Q1	$31K	Buy	+250	New	+$30.1K	0.01%	753

Other funds holding XOP

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Financial Architects (New Jersey)'s XOP Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2019, closing a stake of 25 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in XOP in Q2 2013 and held it in 10 quarters. The position peaked at $54K in Q2 2017. 255 funds tracked by Wall St. Rank hold XOP as of Q4 2019.

Financial Architects (New Jersey) reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 25 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2019, an estimated $2K.
Financial Architects (New Jersey) first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2013 and held it in 10 quarters.
Financial Architects (New Jersey)'s State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $54K in Q2 2017.
255 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.