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

Stratos Wealth 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	-3,141	Closed	-$465K	–	738
2023 Q3	$465K	Buy	+3,141	New	+$450K	0.03%	440
2022 Q2	–	Sell	-2,679	Closed	-$360K	–	564
2022 Q1	$360K	Buy	+2,679	New	+$308K	0.03%	424
2021 Q3	–	Sell	-10,128	Closed	-$979K	–	581
2021 Q2	$979K	Sell	10,128 -13,855	-58%	-$1.21M	0.09%	243
2021 Q1	$1.95M	Buy	+23,983	New	+$1.83M	0.21%	129

Other funds holding XOP

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Stratos Wealth Advisors's XOP Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2023, closing a stake of 3,141 shares — an estimated $465K sold.

Stratos Wealth Advisors first reported a position in XOP in Q1 2021 and held it in 4 quarters. The position peaked at $1.95M in Q1 2021. 393 funds tracked by Wall St. Rank hold XOP as of Q4 2023.

Stratos Wealth 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.
Stratos Wealth Advisors sold 3,141 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $465K.
Stratos Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2021 and held it in 4 quarters.
Stratos Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.95M in Q1 2021.
393 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.