HBW Advisory Services’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

HBW Advisory Services’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 Q2	–	Sell	-3,692	Closed	-$505K	–	375
2024 Q1	$505K	Hold	3,692	–	–	0.09%	182
2023 Q4	$505K	Sell	3,692 -267	-7%	-$37.6K	0.09%	182
2023 Q3	$586K	Sell	3,959 -450	-10%	-$64.5K	0.12%	163
2023 Q2	$568K	Buy	4,409 +385	+10%	+$48.2K	0.12%	169
2023 Q1	$513K	Sell	4,024 -2,959	-42%	-$393K	0.13%	167
2022 Q4	$949K	Sell	6,983 -718	-9%	-$104K	0.25%	110
2022 Q3	$960K	Sell	7,701 -1,841	-19%	-$243K	0.27%	105
2022 Q2	$1.14M	Buy	9,542 +2,028	+27%	+$285K	0.29%	95
2022 Q1	$1.01M	Buy	+7,514	New	+$865K	0.35%	82

Other funds holding XOP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

HBW Advisory Services's XOP Position: Q2 2024 in Review

HBW Advisory Services sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2024, closing a stake of 3,692 shares — an estimated $505K sold.

HBW Advisory Services first reported a position in XOP in Q1 2022 and held it in 9 quarters. The position peaked at $1.14M in Q2 2022. 394 funds tracked by Wall St. Rank hold XOP as of Q2 2024.

HBW Advisory Services reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2024 after selling out during the quarter.
HBW Advisory Services sold 3,692 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2024, an estimated $505K.
HBW Advisory Services first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2022 and held it in 9 quarters.
HBW Advisory Services's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.14M in Q2 2022.
394 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2024.

Based on HBW Advisory Services's 13F filing for Q2 2024, filed 5 Jul 2024.