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

FormulaFolio Investments’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
2021
Q1 		– Sell
-28,164
Closed -$1.65M – 824
2020
Q4 		$1.65M Buy
+28,164
New +$1.43M 0.03% 271

Other funds holding XOP

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FormulaFolio Investments's XOP Position: Q1 2021 in Review

FormulaFolio Investments sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2021, closing a stake of 28,164 shares — an estimated $1.65M sold.

FormulaFolio Investments first reported a position in XOP in Q4 2020 and held it in 1 quarter. The position peaked at $1.65M in Q4 2020. 255 funds tracked by Wall St. Rank hold XOP as of Q1 2021.

  • FormulaFolio Investments reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 28,164 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2021, an estimated $1.65M.
  • FormulaFolio Investments first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.65M in Q4 2020.
  • 255 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.