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

SMART Wealth’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
2024 Q1	–	Sell	-5,422	Closed	-$742K	–	131
2023 Q4	$742K	Buy	+5,422	New	+$763K	0.41%	40

Other funds holding XOP

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

SMART Wealth's XOP Position: Q1 2024 in Review

SMART Wealth sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2024, closing a stake of 5,422 shares — an estimated $742K sold.

SMART Wealth first reported a position in XOP in Q4 2023 and held it in 1 quarter. The position peaked at $742K in Q4 2023. 390 funds tracked by Wall St. Rank hold XOP as of Q1 2024.

SMART Wealth reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
SMART Wealth sold 5,422 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $742K.
SMART Wealth first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2023 and held it in 1 quarter.
SMART Wealth's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $742K in Q4 2023.
390 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on SMART Wealth's 13F filing for Q1 2024, filed 16 Dec 2024.