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

OneDigital Investment Advisors’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 Q4	–	Sell	-2,317	Closed	-$343K	–	1156
2023 Q3	$343K	Buy	+2,317	New	+$332K	0.01%	764
2023 Q1	–	Sell	-2,415	Closed	-$328K	–	997
2022 Q4	$328K	Buy	+2,415	New	+$350K	0.01%	642
2018 Q3	–	Sell	-100	Closed	-$17K	–	1291
2018 Q2	$17K	Buy	+100	New	+$16.1K	﹤0.01%	882

Other funds holding XOP

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

OneDigital Investment Advisors's XOP Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2023, closing a stake of 2,317 shares — an estimated $343K sold.

OneDigital Investment Advisors first reported a position in XOP in Q2 2018 and held it in 3 quarters. The position peaked at $343K in Q3 2023. 394 funds tracked by Wall St. Rank hold XOP as of Q4 2023.

OneDigital Investment Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 2,317 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $343K.
OneDigital Investment Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2018 and held it in 3 quarters.
OneDigital Investment Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $343K in Q3 2023.
394 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.