Summit Global Investments’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Summit Global Investments’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 Q3	–	Sell	-11,301	Closed	-$1.07M	–	578
2021 Q2	$1.07M	Sell	11,301 -253	-2%	-$22.1K	0.06%	226
2021 Q1	$940K	Buy	+11,554	New	+$882K	0.06%	208

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Summit Global Investments's XOP Position: Q3 2021 in Review

Summit Global Investments sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2021, closing a stake of 11,301 shares — an estimated $1.07M sold.

Summit Global Investments first reported a position in XOP in Q1 2021 and held it in 2 quarters. The position peaked at $1.07M in Q2 2021. 287 funds tracked by Wall St. Rank hold XOP as of Q3 2021.

Summit Global Investments reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2021 after selling out during the quarter.
Summit Global Investments sold 11,301 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2021, an estimated $1.07M.
Summit Global Investments first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2021 and held it in 2 quarters.
Summit Global Investments's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.07M in Q2 2021.
287 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2021.

Based on Summit Global Investments's 13F filing for Q3 2021, filed 8 Nov 2021.