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

Intrua Financial’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	-1,836	Closed	-$256K	–	357
2022 Q4	$256K	Sell	1,836 -64,785	-97%	-$9.4M	0.06%	278
2022 Q3	$8.31M	Buy	+66,621	New	+$8.79M	2.21%	7
2021 Q4	–	Sell	-2,150	Closed	-$228K	–	390
2021 Q3	$228K	Sell	2,150 -5,797	-73%	-$493K	0.04%	338
2021 Q2	$662K	Sell	7,947 -646	-8%	-$56.4K	0.16%	137
2021 Q1	$681K	Buy	+8,593	New	+$656K	0.17%	125

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

Intrua Financial's XOP Position: Q1 2023 in Review

Intrua Financial sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2023, closing a stake of 1,836 shares — an estimated $256K sold.

Intrua Financial first reported a position in XOP in Q1 2021 and held it in 5 quarters. The position peaked at $8.31M in Q3 2022. 366 funds tracked by Wall St. Rank hold XOP as of Q1 2023.

Intrua Financial reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
Intrua Financial sold 1,836 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2023, an estimated $256K.
Intrua Financial first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2021 and held it in 5 quarters.
Intrua Financial's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $8.31M in Q3 2022.
366 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2023.

Based on Intrua Financial's 13F filing for Q1 2023, filed 15 May 2023.