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

Level Financial 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
2024 Q1	–	Sell	-27	Closed	-$3.68K	–	269
2023 Q4	$3.68K	Hold	27	–	–	﹤0.01%	227
2023 Q3	$3.95K	Sell	27 -58	-68%	-$8.31K	﹤0.01%	227
2023 Q2	$10.9K	Buy	+85	New	+$10.6K	0.01%	186

Other funds holding XOP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Level Financial Advisors's XOP Position: Q1 2024 in Review

Level Financial Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2024, closing a stake of 27 shares — an estimated $3.68K sold.

Level Financial Advisors first reported a position in XOP in Q2 2023 and held it in 3 quarters. The position peaked at $10.9K in Q2 2023. 389 funds tracked by Wall St. Rank hold XOP as of Q1 2024.

Level Financial Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 27 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $3.68K.
Level Financial Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2023 and held it in 3 quarters.
Level Financial Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $10.9K in Q2 2023.
389 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.