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

JMG Financial Group’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 Q4	–	Sell	-2,387	Closed	-$353K	–	123
2023 Q3	$353K	Buy	2,387 +414	+21%	+$59.3K	0.02%	89
2023 Q2	$254K	Hold	1,973	–	–	0.01%	100
2023 Q1	$252K	Hold	1,973	–	–	0.01%	100
2022 Q4	$268K	Buy	+1,973	New	+$286K	0.01%	94
2022 Q2	–	Sell	-3,333	Closed	-$448K	–	103
2022 Q1	$448K	Buy	+3,333	New	+$384K	0.02%	62

Other funds holding XOP

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

JMG Financial Group's XOP Position: Q4 2023 in Review

JMG Financial Group sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2023, closing a stake of 2,387 shares — an estimated $353K sold.

JMG Financial Group first reported a position in XOP in Q1 2022 and held it in 5 quarters. The position peaked at $448K in Q1 2022. 394 funds tracked by Wall St. Rank hold XOP as of Q4 2023.

JMG Financial Group reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
JMG Financial Group sold 2,387 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $353K.
JMG Financial Group first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2022 and held it in 5 quarters.
JMG Financial Group's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $448K in Q1 2022.
394 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on JMG Financial Group's 13F filing for Q4 2023, filed 2 Feb 2024.