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

Milestone Advisory 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
2023 Q3	$821K	Buy	5,548 +562	+11%	+$80.5K	0.68%	30
2023 Q2	$642K	Sell	4,986 -5,607	-53%	-$702K	0.58%	35
2023 Q1	$1.35M	Sell	10,593 -1,415	-12%	-$188K	1.25%	22
2022 Q4	$1.63M	Hold	12,008	–	–	1.21%	20
2022 Q3	$1.5M	Sell	12,008 -6,683	-36%	-$882K	1.12%	21
2022 Q2	$2.26M	Sell	18,691 -627	-3%	-$88.1K	1.83%	15
2022 Q1	$2.6M	Buy	+19,318	New	+$2.22M	1.4%	21

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

Milestone Advisory Partners's XOP Position: Q3 2023 in Review

Milestone Advisory Partners increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 11% in Q3 2023, buying an estimated $80.5K and bringing the position to 5,548 shares worth $821K. The position accounts for 0.68% of the portfolio, ranked #30.

Milestone Advisory Partners first reported a position in XOP in Q1 2022 and has held it in 7 quarters since. The position peaked at $2.6M in Q1 2022. 391 funds tracked by Wall St. Rank hold XOP as of Q3 2023.

Milestone Advisory Partners held 5,548 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $821K as of Q3 2023.
Milestone Advisory Partners bought 562 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2023, an estimated $80.5K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.68% of Milestone Advisory Partners's portfolio in Q3 2023, its #30 holding.
Milestone Advisory Partners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2022 and has held it in 7 quarters since.
Milestone Advisory Partners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2.6M in Q1 2022.
391 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.