Independent Family Office’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Independent Family Office’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 Q4	–	Sell	-9,156	Closed	-$385K	–	67
2020 Q3	$385K	Hold	9,156	–	–	0.18%	42
2020 Q2	$478K	Hold	9,156	–	–	0.25%	34
2020 Q1	$301K	Hold	9,156	–	–	0.19%	43
2019 Q4	$868K	Buy	+9,156	New	+$794K	0.55%	23

Other funds holding XOP

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

APF

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

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

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Independent Family Office's XOP Position: Q4 2020 in Review

Independent Family Office sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2020, closing a stake of 9,156 shares — an estimated $385K sold.

Independent Family Office first reported a position in XOP in Q4 2019 and held it in 4 quarters. The position peaked at $868K in Q4 2019. 208 funds tracked by Wall St. Rank hold XOP as of Q4 2020.

Independent Family Office reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2020 after selling out during the quarter.
Independent Family Office sold 9,156 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2020, an estimated $385K.
Independent Family Office first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2019 and held it in 4 quarters.
Independent Family Office's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $868K in Q4 2019.
208 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2020.

Based on Independent Family Office's 13F filing for Q4 2020, filed 16 Feb 2021.