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

Kapitalo Investimentos’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
2024 Q1	–	Sell	-447	Closed	-$61.2K	–	571
2023 Q4	$61.2K	Sell	447 -2,393	-84%	-$337K	0.01%	443
2023 Q3	$420K	Buy	+2,840	New	+$407K	0.06%	137
2023 Q1	–	Sell	-261	Closed	-$35.5K	–	514
2022 Q4	$35.5K	Sell	261 -278	-52%	-$40.3K	0.03%	160
2022 Q3	$67.2K	Buy	539 +506	+1,533%	+$66.8K	0.03%	35
2022 Q2	$3.94K	Sell	33 -26,640	-100%	-$3.74M	﹤0.01%	34
2022 Q1	$3.59M	Buy	26,673 +5,370	+25%	+$618K	3.78%	10
2021 Q4	$2.04M	Hold	21,303	–	–	2.35%	9
2021 Q3	$2.06M	Buy	21,303 +703	+3%	+$59.8K	1.09%	15
2021 Q2	$1.99M	Buy	+20,600	New	+$1.8M	0.92%	20

Other funds holding XOP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Kapitalo Investimentos's XOP Position: Q1 2024 in Review

Kapitalo Investimentos sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2024, closing a stake of 447 shares — an estimated $61.2K sold.

Kapitalo Investimentos first reported a position in XOP in Q2 2021 and held it in 9 quarters. The position peaked at $3.59M in Q1 2022. 389 funds tracked by Wall St. Rank hold XOP as of Q1 2024.

Kapitalo Investimentos reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
Kapitalo Investimentos sold 447 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $61.2K.
Kapitalo Investimentos first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2021 and held it in 9 quarters.
Kapitalo Investimentos's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $3.59M in Q1 2022.
389 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.