Lumature Wealth Partners’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Lumature Wealth Partners’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	–	Sell	-200	Closed	-$27K	–	444
2022 Q1	$27K	Hold	200	–	–	0.01%	295
2021 Q4	$19K	Hold	200	–	–	0.01%	295
2021 Q3	$19K	Hold	200	–	–	0.01%	299
2021 Q2	$19K	Hold	200	–	–	0.01%	268
2021 Q1	$16K	Buy	+200	New	+$15.3K	0.01%	272

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

Lumature Wealth Partners's XOP Position: Q2 2022 in Review

Lumature Wealth Partners sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2022, closing a stake of 200 shares — an estimated $27K sold.

Lumature Wealth Partners first reported a position in XOP in Q1 2021 and held it in 5 quarters. The position peaked at $27K in Q1 2022. 375 funds tracked by Wall St. Rank hold XOP as of Q2 2022.

Lumature Wealth Partners reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2022 after selling out during the quarter.
Lumature Wealth Partners sold 200 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2022, an estimated $27K.
Lumature Wealth Partners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2021 and held it in 5 quarters.
Lumature Wealth Partners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $27K in Q1 2022.
375 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2022.

Based on Lumature Wealth Partners's 13F filing for Q2 2022, filed 10 Aug 2022.