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

Lake Point 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
2022 Q2	$4K	Hold	30	–	–	﹤0.01%	263
2022 Q1	$4K	Buy	+30	New	+$3.45K	﹤0.01%	280
2020 Q1	–	Sell	-33	Closed	-$3K	–	479
2019 Q4	$3K	Buy	+33	New	+$2.86K	﹤0.01%	444

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Lake Point Wealth Management's XOP Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q2 2022 at 30 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Lake Point Wealth Management first reported a position in XOP in Q4 2019 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold XOP as of Q2 2022.

Lake Point Wealth Management held 30 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $4K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q2 2022.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #263 holding.
Lake Point Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2019 and has held it in 3 quarters since.
375 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.