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

Signature Estate & 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	-2,743	Closed	-$406K	–	194
2023 Q3	$406K	Sell	2,743 -1,153	-30%	-$165K	0.01%	130
2023 Q2	$502K	Buy	3,896 +1,233	+46%	+$154K	0.02%	123
2023 Q1	$340K	Hold	2,663	–	–	0.01%	142
2022 Q4	$362K	Hold	2,663	–	–	0.01%	138
2022 Q3	$332K	Buy	+2,663	New	+$351K	0.02%	128

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 $303B AUM 53.02% 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

Signature Estate & Investment Advisors's XOP Position: Q4 2023 in Review

Signature Estate & Investment Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2023, closing a stake of 2,743 shares — an estimated $406K sold.

Signature Estate & Investment Advisors first reported a position in XOP in Q3 2022 and held it in 5 quarters. The position peaked at $502K in Q2 2023. 394 funds tracked by Wall St. Rank hold XOP as of Q4 2023.

Signature Estate & 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.
Signature Estate & Investment Advisors sold 2,743 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $406K.
Signature Estate & Investment Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2022 and held it in 5 quarters.
Signature Estate & Investment Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $502K in Q2 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 Signature Estate & Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.