Next Financial Group’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Next Financial Group’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
2021 Q4	–	Sell	-26	Closed	-$3K	–	2997
2021 Q3	$3K	Hold	26	–	–	﹤0.01%	2420
2021 Q2	$3K	Hold	26	–	–	﹤0.01%	2359
2021 Q1	$2K	Hold	26	–	–	﹤0.01%	2343
2020 Q4	$2K	Hold	26	–	–	﹤0.01%	2222
2020 Q3	$1K	Buy	+26	New	+$1.31K	﹤0.01%	2149
2020 Q2	–	Sell	-26	Closed	-$1K	–	1910
2020 Q1	$1K	Sell	26 -105	-80%	-$6.95K	﹤0.01%	2058
2019 Q4	$12K	Buy	131 +1	+0.8%	+$87	﹤0.01%	1721
2019 Q3	$12K	Hold	130	–	–	﹤0.01%	1659
2019 Q2	$14K	Sell	130 -2,139	-94%	-$247K	﹤0.01%	1589
2019 Q1	$279K	Buy	2,269 +2,140	+1,659%	+$258K	0.07%	282
2018 Q4	$14K	Buy	129 +26	+25%	+$3.63K	﹤0.01%	1247
2018 Q3	$18K	Buy	+103	New	+$17.3K	0.01%	825
2017 Q1	–	Sell	-623	Closed	-$103K	–	2323
2016 Q4	$103K	Hold	623	–	–	0.02%	666
2016 Q3	$96K	Buy	+623	New	+$89.4K	0.02%	685
2015 Q2	–	Sell	-39	Closed	-$8K	–	1981
2015 Q1	$8K	Buy	39 +25	+179%	+$4.85K	﹤0.01%	1349
2014 Q4	$3K	Sell	14 -21	-60%	-$4.67K	﹤0.01%	1669
2014 Q3	$10K	Buy	+35	New	+$10.7K	﹤0.01%	1766

Other funds holding XOP

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Next Financial Group's XOP Position: Q4 2021 in Review

Next Financial Group sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2021, closing a stake of 26 shares — an estimated $3K sold.

Next Financial Group first reported a position in XOP in Q3 2014 and held it in 17 quarters. The position peaked at $279K in Q1 2019. 317 funds tracked by Wall St. Rank hold XOP as of Q4 2021.

Next Financial Group reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2021 after selling out during the quarter.
Next Financial Group sold 26 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2021, an estimated $3K.
Next Financial Group first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2014 and held it in 17 quarters.
Next Financial Group's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $279K in Q1 2019.
317 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.