IEQ Capital’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

IEQ Capital’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	-1,743	Closed	-$231K	–	1754
2024 Q4	$231K	Hold	1,743	–	–	﹤0.01%	1136
2024 Q3	$229K	Sell	1,743 -34	-2%	-$4.7K	﹤0.01%	1020
2024 Q2	$259K	Buy	1,777 +188	+12%	+$28.4K	﹤0.01%	842
2024 Q1	$246K	Hold	1,589	–	–	﹤0.01%	818
2023 Q4	$218K	Hold	1,589	–	–	﹤0.01%	817
2023 Q3	$235K	Hold	1,589	–	–	﹤0.01%	793
2023 Q2	$205K	Hold	1,589	–	–	﹤0.01%	802
2023 Q1	$203K	Hold	1,589	–	–	﹤0.01%	823
2022 Q4	$216K	Buy	+1,589	New	+$230K	0.01%	719
2022 Q3	–	Sell	-2,616	Closed	-$313K	–	890
2022 Q2	$313K	Sell	2,616 -193	-7%	-$27.1K	0.01%	598
2022 Q1	$378K	Buy	+2,809	New	+$323K	0.01%	578
2021 Q2	–	Sell	-3,776	Closed	-$307K	–	621
2021 Q1	$307K	Buy	+3,776	New	+$288K	0.01%	357

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

IEQ Capital's XOP Position: Q1 2025 in Review

IEQ Capital sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2025, closing a stake of 1,743 shares — an estimated $231K sold.

IEQ Capital first reported a position in XOP in Q1 2021 and held it in 12 quarters. The position peaked at $378K in Q1 2022. 353 funds tracked by Wall St. Rank hold XOP as of Q1 2025.

IEQ Capital reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
IEQ Capital sold 1,743 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2025, an estimated $231K.
IEQ Capital first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2021 and held it in 12 quarters.
IEQ Capital's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $378K in Q1 2022.
353 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2025.

Based on IEQ Capital's 13F filing for Q1 2025, filed 14 May 2025.