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

Successful Portfolios’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 Q2	–	Sell	-2,506	Closed	-$388K	–	172
2024 Q1	$388K	Sell	2,506 -10	-0.4%	-$1.39K	0.26%	86
2023 Q4	$344K	Hold	2,516	–	–	0.26%	88
2023 Q3	$372K	Buy	2,516 +20	+0.8%	+$2.87K	0.33%	72
2023 Q2	$322K	Hold	2,496	–	–	0.28%	82
2023 Q1	$318K	Hold	2,496	–	–	0.2%	127
2022 Q4	$339K	Hold	2,496	–	–	0.22%	118
2022 Q3	$311K	Sell	2,496 -10	-0.4%	-$1.32K	0.23%	116
2022 Q2	$299K	Hold	2,506	–	–	0.2%	129
2022 Q1	$337K	Sell	2,506 -15	-0.6%	-$1.73K	0.19%	132
2021 Q4	$242K	Buy	+2,521	New	+$258K	0.13%	176

Other funds holding XOP

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

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

MMH

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Successful Portfolios's XOP Position: Q2 2024 in Review

Successful Portfolios sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2024, closing a stake of 2,506 shares — an estimated $388K sold.

Successful Portfolios first reported a position in XOP in Q4 2021 and held it in 10 quarters. The position peaked at $388K in Q1 2024. 394 funds tracked by Wall St. Rank hold XOP as of Q2 2024.

Successful Portfolios reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2024 after selling out during the quarter.
Successful Portfolios sold 2,506 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2024, an estimated $388K.
Successful Portfolios first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2021 and held it in 10 quarters.
Successful Portfolios's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $388K in Q1 2024.
394 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2024.

Based on Successful Portfolios's 13F filing for Q2 2024, filed 12 Jul 2024.