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

Fortis Advisors’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 Q2	–	Sell	-252	Closed	-$32.2K	–	262
2023 Q1	$32.2K	Buy	+252	New	+$33.5K	0.02%	171
2019 Q3	–	Sell	-489	Closed	-$53K	–	360
2019 Q2	$53K	Hold	489	–	–	0.03%	225
2019 Q1	$60K	Sell	489 -62	-11%	-$7.46K	0.03%	205
2018 Q4	$58K	Hold	551	–	–	0.04%	202
2018 Q3	$95K	Hold	551	–	–	0.05%	159
2018 Q2	$95K	Buy	551 +488	+775%	+$78.6K	0.05%	156
2018 Q1	$9K	Hold	63	–	–	0.01%	254
2017 Q4	$9K	Hold	63	–	–	0.01%	239
2017 Q3	$9K	Buy	+63	New	+$7.9K	0.01%	240

Other funds holding XOP

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Fortis Advisors's XOP Position: Q2 2023 in Review

Fortis Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2023, closing a stake of 252 shares — an estimated $32.2K sold.

Fortis Advisors first reported a position in XOP in Q3 2017 and held it in 9 quarters. The position peaked at $95K in Q3 2018. 347 funds tracked by Wall St. Rank hold XOP as of Q2 2023.

Fortis Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 252 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2023, an estimated $32.2K.
Fortis Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2017 and held it in 9 quarters.
Fortis Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $95K in Q3 2018.
347 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.