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

Sowell Financial 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
2021 Q2	–	Sell	-20	Closed	-$2K	–	2781
2021 Q1	$2K	Buy	+20	New	+$1.53K	﹤0.01%	2864
2020 Q2	–	Sell	-246	Closed	-$8K	–	2692
2020 Q1	$8K	Hold	246	–	–	﹤0.01%	1694
2019 Q4	$23K	Buy	+246	New	+$21.3K	﹤0.01%	1392
2017 Q1	–	Sell	-900	Closed	-$145K	–	571
2016 Q4	$145K	Buy	+900	New	+$141K	0.05%	227

Other funds holding XOP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's XOP Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2021, closing a stake of 20 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in XOP in Q4 2016 and held it in 4 quarters. The position peaked at $145K in Q4 2016. 311 funds tracked by Wall St. Rank hold XOP as of Q2 2021.

Sowell Financial Services reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 20 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2021, an estimated $2K.
Sowell Financial Services first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2016 and held it in 4 quarters.
Sowell Financial Services's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $145K in Q4 2016.
311 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.