SMI Advisory Services’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

SMI Advisory Services’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	-28,609	Closed	-$3.57M	–	48
2022 Q4	$3.57M	Hold	28,609	–	–	1.16%	13
2022 Q3	$3.57M	Buy	28,609 +1,302	+5%	+$172K	1.16%	13
2022 Q2	$3.26M	Buy	+27,307	New	+$3.84M	1.16%	14
2022 Q1	–	Sell	-33,958	Closed	-$3.26M	–	43
2021 Q4	$3.26M	Buy	+33,958	New	+$3.48M	1.24%	16

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

SMI Advisory Services's XOP Position: Q1 2023 in Review

SMI Advisory Services sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2023, closing a stake of 28,609 shares — an estimated $3.57M sold.

SMI Advisory Services first reported a position in XOP in Q4 2021 and held it in 4 quarters. The position peaked at $3.57M in Q4 2022. 366 funds tracked by Wall St. Rank hold XOP as of Q1 2023.

SMI Advisory Services reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
SMI Advisory Services sold 28,609 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2023, an estimated $3.57M.
SMI Advisory Services first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2021 and held it in 4 quarters.
SMI Advisory Services's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $3.57M 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 SMI Advisory Services's 13F filing for Q1 2023, filed 11 Apr 2023.