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

SVB Wealth’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
2022 Q2	–	Sell	-1,250	Closed	-$168K	–	864
2022 Q1	$168K	Hold	1,250	–	–	﹤0.01%	710
2021 Q4	$119K	Hold	1,250	–	–	﹤0.01%	730
2021 Q3	$120K	Buy	+1,250	New	+$106K	﹤0.01%	932

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

SVB Wealth's XOP Position: Q2 2022 in Review

SVB Wealth sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2022, closing a stake of 1,250 shares — an estimated $168K sold.

SVB Wealth first reported a position in XOP in Q3 2021 and held it in 3 quarters. The position peaked at $168K in Q1 2022. 375 funds tracked by Wall St. Rank hold XOP as of Q2 2022.

SVB Wealth reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2022 after selling out during the quarter.
SVB Wealth sold 1,250 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2022, an estimated $168K.
SVB Wealth first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2021 and held it in 3 quarters.
SVB Wealth's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $168K in Q1 2022.
375 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.