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

Marks Wealth’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 Q2	–	Sell	-126,881	Closed	-$19.7M	–	24
2024 Q1	$19.7M	Buy	+126,881	New	+$17.6M	7.43%	4
2022 Q1	–	Sell	-2,202	Closed	-$211K	–	42
2021 Q4	$211K	Sell	2,202 -155,615	-99%	-$15.9M	0.07%	34
2021 Q3	$15.3M	Sell	157,817 -122,400	-44%	-$10.4M	4.99%	7
2021 Q2	$27.1M	Buy	280,217 +73,851	+36%	+$6.45M	9.14%	3
2021 Q1	$16.8M	Buy	+206,366	New	+$15.8M	5.52%	8

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

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

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

Marks Wealth's XOP Position: Q2 2024 in Review

Marks Wealth sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2024, closing a stake of 126,881 shares — an estimated $19.7M sold.

Marks Wealth first reported a position in XOP in Q1 2021 and held it in 5 quarters. The position peaked at $27.1M in Q2 2021. 394 funds tracked by Wall St. Rank hold XOP as of Q2 2024.

Marks Wealth reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2024 after selling out during the quarter.
Marks Wealth sold 126,881 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2024, an estimated $19.7M.
Marks Wealth first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2021 and held it in 5 quarters.
Marks Wealth's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $27.1M in Q2 2021.
394 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2024.

Based on Marks Wealth's 13F filing for Q2 2024, filed 24 Jul 2024.