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

IMA 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
2023 Q1	–	Sell	-26	Closed	-$3.53K	–	345
2022 Q4	$3.53K	Hold	26	–	–	﹤0.01%	294
2022 Q3	$3K	Hold	26	–	–	﹤0.01%	297
2022 Q2	$3K	Hold	26	–	–	﹤0.01%	302
2022 Q1	$3K	Hold	26	–	–	﹤0.01%	283
2021 Q4	$2K	Hold	26	–	–	﹤0.01%	301
2021 Q3	$3K	Hold	26	–	–	﹤0.01%	275
2021 Q2	$3K	Hold	26	–	–	﹤0.01%	271
2021 Q1	$2K	Hold	26	–	–	﹤0.01%	286
2020 Q4	$2K	Hold	26	–	–	﹤0.01%	279
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	292
2020 Q2	$1K	Hold	26	–	–	﹤0.01%	242
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	248
2019 Q4	$2K	Hold	26	–	–	﹤0.01%	274
2019 Q3	$2K	Hold	26	–	–	﹤0.01%	277
2019 Q2	$3K	Hold	26	–	–	﹤0.01%	265
2019 Q1	$3K	Hold	26	–	–	﹤0.01%	260
2018 Q4	$3K	Hold	26	–	–	﹤0.01%	285
2018 Q3	$5K	Hold	26	–	–	﹤0.01%	258
2018 Q2	$5K	Buy	+26	New	+$4.19K	﹤0.01%	330
2013 Q3	–	Sell	-2,111	Closed	-$491K	–	178
2013 Q2	$491K	Buy	+2,111	New	+$499K	0.27%	108

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

IMA Advisory Services's XOP Position: Q1 2023 in Review

IMA Advisory Services sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2023, closing a stake of 26 shares — an estimated $3.53K sold.

IMA Advisory Services first reported a position in XOP in Q2 2013 and held it in 20 quarters. The position peaked at $491K in Q2 2013. 366 funds tracked by Wall St. Rank hold XOP as of Q1 2023.

IMA Advisory Services reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
IMA Advisory Services sold 26 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2023, an estimated $3.53K.
IMA Advisory Services first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2013 and held it in 20 quarters.
IMA Advisory Services's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $491K in Q2 2013.
366 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2023.

Based on IMA Advisory Services's 13F filing for Q1 2023, filed 16 May 2023.