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Legacy Wealth Management (Idaho)’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Legacy Wealth Management (Idaho)’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
-59
Closed -$8.34K – 817
2024
Q3 		$8.34K Buy
+59
New +$8.15K ﹤0.01% 341

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

Legacy Wealth Management (Idaho)'s XOP Position: Q4 2024 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2024, closing a stake of 59 shares — an estimated $8.34K sold.

Legacy Wealth Management (Idaho) first reported a position in XOP in Q3 2024 and held it in 1 quarter. The position peaked at $8.34K in Q3 2024. 381 funds tracked by Wall St. Rank hold XOP as of Q4 2024.

  • Legacy Wealth Management (Idaho) reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 59 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $8.34K.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $8.34K 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 Legacy Wealth Management (Idaho)'s 13F filing for Q4 2024, filed 13 Feb 2025.