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

Patriot Financial Group Insurance Agency’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
2022 Q1	–	Sell	-900	Closed	-$86K	–	2274
2021 Q4	$86K	Hold	900	–	–	0.01%	691
2021 Q3	$87K	Hold	900	–	–	0.02%	699
2021 Q2	$87K	Buy	+900	New	+$78.6K	0.02%	680
2018 Q1	–	Sell	-45	Closed	-$7K	–	991
2017 Q4	$7K	Buy	+45	New	+$6.27K	0.01%	664

Other funds holding XOP

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's XOP Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2022, closing a stake of 900 shares — an estimated $86K sold.

Patriot Financial Group Insurance Agency first reported a position in XOP in Q4 2017 and held it in 4 quarters. The position peaked at $87K in Q3 2021. 365 funds tracked by Wall St. Rank hold XOP as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 900 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2022, an estimated $86K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2017 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $87K in Q3 2021.
365 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.