Naples Money Management’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Naples Money Management’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 Q3	–	Sell	-55	Closed	-$8.02K	–	448
2024 Q2	$8.02K	Buy	55 +5	+10%	+$756	0.01%	218
2024 Q1	$7.75K	Hold	50	–	–	0.01%	219
2023 Q4	$6.85K	Buy	+50	New	+$7.04K	0.01%	239

Other funds holding XOP

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

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

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

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

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

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

5NCM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Naples Money Management's XOP Position: Q3 2024 in Review

Naples Money Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2024, closing a stake of 55 shares — an estimated $8.02K sold.

Naples Money Management first reported a position in XOP in Q4 2023 and held it in 3 quarters. The position peaked at $8.02K in Q2 2024. 367 funds tracked by Wall St. Rank hold XOP as of Q3 2024.

Naples Money Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2024 after selling out during the quarter.
Naples Money Management sold 55 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2024, an estimated $8.02K.
Naples Money Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2023 and held it in 3 quarters.
Naples Money Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $8.02K in Q2 2024.
367 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.