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

Legacy Advisors’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
2020 Q4	–	Sell	-8,132	Closed	-$342K	–	118
2020 Q3	$342K	Hold	8,132	–	–	0.23%	73
2020 Q2	$424K	Buy	8,132 +100	+1%	+$5.05K	0.34%	58
2020 Q1	$264K	Buy	+8,032	New	+$532K	0.26%	75
2019 Q2	–	Sell	-3,625	Closed	-$446K	–	427
2019 Q1	$446K	Buy	+3,625	New	+$436K	0.14%	112
2018 Q4	–	Sell	-1,813	Closed	-$314K	–	406
2018 Q3	$314K	Hold	1,813	–	–	0.15%	112
2018 Q2	$312K	Hold	1,813	–	–	0.23%	72
2018 Q1	$271K	Hold	1,813	–	–	0.2%	68
2017 Q4	$269K	Hold	1,813	–	–	0.26%	47
2017 Q3	$247K	Hold	1,813	–	–	0.28%	43
2017 Q2	$231K	Hold	1,813	–	–	0.29%	39
2017 Q1	$271K	Sell	1,813 -1,954	-52%	-$304K	0.37%	31
2016 Q4	$624K	Buy	+3,767	New	+$591K	0.85%	19

Other funds holding XOP

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Legacy Advisors's XOP Position: Q4 2020 in Review

Legacy Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2020, closing a stake of 8,132 shares — an estimated $342K sold.

Legacy Advisors first reported a position in XOP in Q4 2016 and held it in 12 quarters. The position peaked at $624K in Q4 2016. 208 funds tracked by Wall St. Rank hold XOP as of Q4 2020.

Legacy Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2020 after selling out during the quarter.
Legacy Advisors sold 8,132 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2020, an estimated $342K.
Legacy Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2016 and held it in 12 quarters.
Legacy Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $624K in Q4 2016.
208 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2020.

Based on Legacy Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.