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L.J. Altfest & Co’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

L.J. Altfest & Co’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
-3,310
Closed -$435K – 373
2024
Q3 		$435K Buy
+3,310
New +$457K 0.06% 224

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barclays
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
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

L.J. Altfest & Co's XOP Position: Q4 2024 in Review

L.J. Altfest & Co sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2024, closing a stake of 3,310 shares — an estimated $435K sold.

L.J. Altfest & Co first reported a position in XOP in Q3 2024 and held it in 1 quarter. The position peaked at $435K in Q3 2024. 381 funds tracked by Wall St. Rank hold XOP as of Q4 2024.

  • L.J. Altfest & Co reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
  • L.J. Altfest & Co sold 3,310 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $435K.
  • L.J. Altfest & Co first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2024 and held it in 1 quarter.
  • L.J. Altfest & Co's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $435K in Q3 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 L.J. Altfest & Co's 13F filing for Q4 2024, filed 7 Feb 2025.