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

Independence Advisors’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
2020 Q3	$5K	Hold	125	–	–	﹤0.01%	161
2020 Q2	$7K	Hold	125	–	–	﹤0.01%	151
2020 Q1	$4K	Buy	+125	New	+$8.27K	﹤0.01%	142

Other funds holding XOP

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GCM

Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return

Independence Advisors's XOP Position: Q3 2020 in Review

Independence Advisors held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q3 2020 at 125 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Independence Advisors first reported a position in XOP in Q1 2020 and has held it in 3 quarters since. The position peaked at $7K in Q2 2020. 174 funds tracked by Wall St. Rank hold XOP as of Q3 2020.

Independence Advisors held 125 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $5K as of Q3 2020.
Independence Advisors left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q3 2020.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #161 holding.
Independence Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2020 and has held it in 3 quarters since.
Independence Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $7K in Q2 2020.
174 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.