Meitav Investment House’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Meitav Investment House’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
2023 Q3	–	Sell	-532	Closed	-$68.2K	–	524
2023 Q2	$68.2K	Buy	+532	New	+$66.6K	﹤0.01%	415
2020 Q1	–	Sell	-11,061	Closed	-$1.04M	–	459
2019 Q4	$1.04M	Buy	11,061 +6,867	+164%	+$595K	0.08%	162
2019 Q3	$387K	Buy	+4,194	New	+$395K	0.03%	276
2018 Q3	–	Sell	-54,210	Closed	-$8.94M	–	478
2018 Q2	$8.94M	Buy	54,210 +45,922	+554%	+$7.4M	0.4%	66
2018 Q1	$1.16M	Buy	+8,288	New	+$1.19M	0.06%	147

Other funds holding XOP

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

MMH

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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

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

5NCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meitav Investment House's XOP Position: Q3 2023 in Review

Meitav Investment House sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2023, closing a stake of 532 shares — an estimated $68.2K sold.

Meitav Investment House first reported a position in XOP in Q1 2018 and held it in 5 quarters. The position peaked at $8.94M in Q2 2018. 391 funds tracked by Wall St. Rank hold XOP as of Q3 2023.

Meitav Investment House reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 532 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2023, an estimated $68.2K.
Meitav Investment House first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2018 and held it in 5 quarters.
Meitav Investment House's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $8.94M in Q2 2018.
391 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.