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

Lake Hills Wealth Management’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
2025 Q1	–	Sell	-24,621	Closed	-$3.26M	–	74
2024 Q4	$3.26M	Buy	24,621 +2,055	+9%	+$281K	2.23%	16
2024 Q3	$2.97M	Buy	+22,566	New	+$3.12M	1.99%	19
2023 Q4	–	Sell	-16,111	Closed	-$2.38M	–	46
2023 Q3	$2.38M	Buy	+16,111	New	+$2.31M	2.41%	10

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MASUI

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

Lake Hills Wealth Management's XOP Position: Q1 2025 in Review

Lake Hills Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2025, closing a stake of 24,621 shares — an estimated $3.26M sold.

Lake Hills Wealth Management first reported a position in XOP in Q3 2023 and held it in 3 quarters. The position peaked at $3.26M in Q4 2024. 351 funds tracked by Wall St. Rank hold XOP as of Q1 2025.

Lake Hills Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
Lake Hills Wealth Management sold 24,621 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2025, an estimated $3.26M.
Lake Hills Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2023 and held it in 3 quarters.
Lake Hills Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $3.26M in Q4 2024.
351 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2025.

Based on Lake Hills Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.