Heritage Wealth Management (Arizona)’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$19.6K	Buy	144 +72	+100%	+$10.4K	﹤0.01%	664
2022 Q3	$9K	Hold	72	–	–	﹤0.01%	680
2022 Q2	$8.6K	Hold	72	–	–	﹤0.01%	686
2022 Q1	$10K	Buy	+72	New	+$8.29K	﹤0.01%	717
2021 Q3	$7K	Hold	72	–	–	﹤0.01%	701
2021 Q2	$7K	Buy	+72	New	+$6.29K	﹤0.01%	712

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s XOP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 100% in Q4 2022, buying an estimated $10.4K and bringing the position to 144 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Heritage Wealth Management (Arizona) first reported a position in XOP in Q2 2021 and has held it in 6 quarters since. 381 funds tracked by Wall St. Rank hold XOP as of Q4 2022.

Heritage Wealth Management (Arizona) held 144 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $19.6K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 72 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2022, an estimated $10.4K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #664 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2021 and has held it in 6 quarters since.
381 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.