Private Ocean’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Private Ocean’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 Q1	–	Sell	-447	Closed	-$60.6K	–	683
2022 Q4	$60.6K	Buy	447 +141	+46%	+$20.4K	0.01%	205
2022 Q3	$38K	Buy	+306	New	+$40.4K	0.01%	244
2020 Q3	–	Sell	-40	Closed	-$2K	–	546
2020 Q2	$2K	Buy	+40	New	+$2.02K	﹤0.01%	457

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Private Ocean's XOP Position: Q1 2023 in Review

Private Ocean sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2023, closing a stake of 447 shares — an estimated $60.6K sold.

Private Ocean first reported a position in XOP in Q2 2020 and held it in 3 quarters. The position peaked at $60.6K in Q4 2022. 366 funds tracked by Wall St. Rank hold XOP as of Q1 2023.

Private Ocean reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
Private Ocean sold 447 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2023, an estimated $60.6K.
Private Ocean first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2020 and held it in 3 quarters.
Private Ocean's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $60.6K in Q4 2022.
366 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2023.

Based on Private Ocean's 13F filing for Q1 2023, filed 21 Apr 2023.