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Juncture Wealth Strategies’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Juncture Wealth Strategies’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
-60,948
Closed -$8.28M – 125
2022
Q4 		$8.28M Buy
60,948
+24,083
+65% +$3.49M 3.94% 6
2022
Q3 		$4.6M Sell
36,865
-7,177
-16% -$947K 2.29% 10
2022
Q2 		$5.26M Sell
44,042
-18,208
-29% -$2.56M 2.59% 11
2022
Q1 		$8.38M Buy
62,250
+26,562
+74% +$3.06M 3.98% 4
2021
Q4 		$3.42M Buy
+35,688
New +$3.66M 1.63% 15
2018
Q4 		– Sell
-24,350
Closed -$4.22M – 120
2018
Q3 		$4.22M Buy
24,350
+6,080
+33% +$1.02M 2.21% 13
2018
Q2 		$3.15M Buy
18,270
+12,831
+236% +$2.07M 1.68% 18
2018
Q1 		$766K Sell
5,439
-9,963
-65% -$1.43M 0.43% 55
2017
Q4 		$2.29M Sell
15,402
-165
-1% -$23K 1.29% 22
2017
Q3 		$2.12M Sell
15,567
-13,430
-46% -$1.68M 1.19% 25
2017
Q2 		$3.7M Buy
28,997
+4,846
+20% +$663K 2.13% 16
2017
Q1 		$3.62M Buy
24,151
+3,451
+17% +$538K 2.22% 17
2016
Q4 		$3.43M Buy
+20,700
New +$3.25M 2.37% 15

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bessemer Group
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

Juncture Wealth Strategies's XOP Position: Q1 2023 in Review

Juncture Wealth Strategies sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2023, closing a stake of 60,948 shares — an estimated $8.28M sold.

Juncture Wealth Strategies first reported a position in XOP in Q4 2016 and held it in 13 quarters. The position peaked at $8.38M in Q1 2022. 366 funds tracked by Wall St. Rank hold XOP as of Q1 2023.

  • Juncture Wealth Strategies reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
  • Juncture Wealth Strategies sold 60,948 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2023, an estimated $8.28M.
  • Juncture Wealth Strategies first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2016 and held it in 13 quarters.
  • Juncture Wealth Strategies's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $8.38M in Q1 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 Juncture Wealth Strategies's 13F filing for Q1 2023, filed 5 May 2023.