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Impact Partnership Wealth’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Impact Partnership Wealth’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
-12
Closed -$1.86K – 709
2024
Q1 		$1.86K Hold
12
– – ﹤0.01% 582
2023
Q4 		$1.64K Hold
12
– – ﹤0.01% 715
2023
Q3 		$1.77K Buy
+12
New +$1.72K ﹤0.01% 851

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
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
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Impact Partnership Wealth's XOP Position: Q2 2024 in Review

Impact Partnership Wealth sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2024, closing a stake of 12 shares — an estimated $1.86K sold.

Impact Partnership Wealth first reported a position in XOP in Q3 2023 and held it in 3 quarters. The position peaked at $1.86K in Q1 2024. 394 funds tracked by Wall St. Rank hold XOP as of Q2 2024.

  • Impact Partnership Wealth reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 12 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2024, an estimated $1.86K.
  • Impact Partnership Wealth first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.86K 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 Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.