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

KWB Wealth’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 Q4	–	Sell	-2,961	Closed	-$431K	–	152
2024 Q3	$431K	Buy	2,961 +88	+3%	+$12.2K	0.06%	85
2024 Q2	$445K	Hold	2,873	–	–	0.06%	82
2024 Q1	$445K	Buy	2,873 +441	+18%	+$61.1K	0.06%	82
2023 Q4	$333K	Buy	+2,432	New	+$342K	0.05%	102

Other funds holding XOP

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

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

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

KWB Wealth's XOP Position: Q4 2024 in Review

KWB Wealth sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2024, closing a stake of 2,961 shares — an estimated $431K sold.

KWB Wealth first reported a position in XOP in Q4 2023 and held it in 4 quarters. The position peaked at $445K in Q2 2024. 381 funds tracked by Wall St. Rank hold XOP as of Q4 2024.

KWB Wealth reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
KWB Wealth sold 2,961 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $431K.
KWB Wealth first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2023 and held it in 4 quarters.
KWB Wealth's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $445K in Q2 2024.
381 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2024.

Based on KWB Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.