Institutional & Family Asset Management’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Institutional & Family Asset Management’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
2021 Q3	–	Sell	-3,000	Closed	-$290K	–	982
2021 Q2	$290K	Sell	3,000 -146	-5%	-$12.7K	0.05%	145
2021 Q1	$256K	Buy	+3,146	New	+$240K	0.05%	157
2018 Q4	–	Sell	-161	Closed	-$28K	–	892
2018 Q3	$28K	Buy	161 +81	+101%	+$13.6K	0.01%	402
2018 Q2	$14K	Buy	+80	New	+$12.9K	﹤0.01%	479

Other funds holding XOP

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Institutional & Family Asset Management's XOP Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2021, closing a stake of 3,000 shares — an estimated $290K sold.

Institutional & Family Asset Management first reported a position in XOP in Q2 2018 and held it in 4 quarters. The position peaked at $290K in Q2 2021. 287 funds tracked by Wall St. Rank hold XOP as of Q3 2021.

Institutional & Family Asset Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 3,000 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2021, an estimated $290K.
Institutional & Family Asset Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2018 and held it in 4 quarters.
Institutional & Family Asset Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $290K in Q2 2021.
287 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.