New York Life Investment Management’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

New York Life Investment 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
2023 Q3	–	Sell	-18,448	Closed	-$2.38M	–	1320
2023 Q2	$2.38M	Sell	18,448 -2,124	-10%	-$266K	0.02%	474
2023 Q1	$2.62M	Buy	20,572 +10,746	+109%	+$1.43M	0.03%	455
2022 Q4	$1.34M	Sell	9,826 -3,566	-27%	-$517K	0.02%	585
2022 Q3	$1.67M	Buy	13,392 +2,117	+19%	+$279K	0.02%	547
2022 Q2	$1.35M	Buy	11,275 +2,006	+22%	+$282K	0.02%	581
2022 Q1	$1.25M	Sell	9,269 -6,447	-41%	-$742K	0.07%	35
2021 Q4	$1.51M	Buy	+15,716	New	+$1.61M	0.08%	32

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 $303B AUM 53.02% 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

New York Life Investment Management's XOP Position: Q3 2023 in Review

New York Life Investment Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2023, closing a stake of 18,448 shares — an estimated $2.38M sold.

New York Life Investment Management first reported a position in XOP in Q4 2021 and held it in 7 quarters. The position peaked at $2.62M in Q1 2023. 391 funds tracked by Wall St. Rank hold XOP as of Q3 2023.

New York Life Investment Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2023 after selling out during the quarter.
New York Life Investment Management sold 18,448 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2023, an estimated $2.38M.
New York Life Investment Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2021 and held it in 7 quarters.
New York Life Investment Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2.62M in Q1 2023.
391 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2023.

Based on New York Life Investment Management's 13F filing for Q3 2023, filed 8 Nov 2023.