GIA
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Gladstone Institutional Advisory’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Gladstone Institutional Advisory’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
2024
Q1 		– Sell
-19,683
Closed -$2.69M – 718
2023
Q4 		$2.69M Buy
19,683
+6,650
+51% +$936K 0.15% 172
2023
Q3 		$1.93M Buy
+13,033
New +$1.87M 0.12% 186
2022
Q1 		– Sell
-2,494
Closed -$239K – 762
2021
Q4 		$239K Sell
2,494
-339
-12% -$34.7K 0.02% 524
2021
Q3 		$274K Buy
2,833
+76
+3% +$6.47K 0.03% 452
2021
Q2 		$267K Hold
2,757
– – 0.03% 429
2021
Q1 		$224K Buy
+2,757
New +$210K 0.03% 369
2020
Q1 		– Sell
-3,702
Closed -$351K – 323
2019
Q4 		$351K Sell
3,702
-67
-2% -$5.81K 0.09% 176
2019
Q3 		$337K Buy
+3,769
New +$355K 0.09% 187

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return