SFC
XOP icon

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

Strategic Financial Concepts’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
Q3 		– Sell
-56,712
Closed -$391 – 753
2024
Q2 		$391 Buy
+56,712
New +$8.58M ﹤0.01% 665

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Strategic Financial Concepts's XOP Position: Q3 2024 in Review

Strategic Financial Concepts sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2024, closing a stake of 56,712 shares — an estimated $391 sold.

Strategic Financial Concepts first reported a position in XOP in Q2 2024 and held it in 1 quarter. The position peaked at $391 in Q2 2024. 367 funds tracked by Wall St. Rank hold XOP as of Q3 2024.

  • Strategic Financial Concepts reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 56,712 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2024, an estimated $391.
  • Strategic Financial Concepts first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $391 in Q2 2024.
  • 367 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.