ICA Group Wealth Management’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

ICA Group Wealth Management’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	-317	Closed	-$49.1K	–	1345
2024 Q1	$49.1K	Buy	317 +177	+126%	+$24.5K	0.01%	559
2023 Q4	$19.2K	Buy	+140	New	+$19.7K	﹤0.01%	738
2023 Q3	–	Sell	-140	Closed	-$18K	–	1263
2023 Q2	$18K	Sell	140 -129	-48%	-$16.2K	﹤0.01%	716
2023 Q1	$34.3K	Hold	269	–	–	0.01%	554
2022 Q4	$36.6K	Buy	+269	New	+$39K	0.01%	576

Other funds holding XOP

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

5NCM

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ICA Group Wealth Management's XOP Position: Q2 2024 in Review

ICA Group Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2024, closing a stake of 317 shares — an estimated $49.1K sold.

ICA Group Wealth Management first reported a position in XOP in Q4 2022 and held it in 5 quarters. The position peaked at $49.1K in Q1 2024. 394 funds tracked by Wall St. Rank hold XOP as of Q2 2024.

ICA Group Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 317 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2024, an estimated $49.1K.
ICA Group Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $49.1K in Q1 2024.
394 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.