FGA
XOP icon

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

Fortis Group 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
2025
Q1 		– Sell
-10,439
Closed -$1.38M – 543
2024
Q4 		$1.38M Buy
+10,439
New +$1.43M 0.26% 87
2024
Q2 		– Sell
-26,763
Closed -$4.15M – 534
2024
Q1 		$4.15M Buy
+26,763
New +$3.71M 0.76% 40

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Fortis Group Advisors's XOP Position: Q1 2025 in Review

Fortis Group Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2025, closing a stake of 10,439 shares — an estimated $1.38M sold.

Fortis Group Advisors first reported a position in XOP in Q1 2024 and held it in 2 quarters. The position peaked at $4.15M in Q1 2024. 351 funds tracked by Wall St. Rank hold XOP as of Q1 2025.

  • Fortis Group Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 10,439 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2025, an estimated $1.38M.
  • Fortis Group Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2024 and held it in 2 quarters.
  • Fortis Group Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $4.15M in Q1 2024.
  • 351 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2025.

Based on Fortis Group Advisors's 13F filing for Q1 2025, filed 2 May 2025.