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

SYM Financial Corp’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	-406	Closed	-$59K	–	298
2024 Q2	$59K	Buy	+406	New	+$61.4K	0.01%	199
2024 Q1	–	Sell	-852	Closed	-$117K	–	190
2023 Q4	$117K	Buy	852 +7	+0.8%	+$985	0.02%	115
2023 Q3	$125K	Buy	+845	New	+$121K	0.02%	102
2019 Q4	–	Sell	-316	Closed	-$28K	–	98
2019 Q3	$28K	Buy	316 +1	+0.3%	+$94	0.02%	62
2019 Q2	$34K	Hold	315	–	–	0.02%	63
2019 Q1	$39K	Hold	315	–	–	0.02%	60
2018 Q4	$33K	Buy	+315	New	+$44K	0.01%	65

Other funds holding XOP

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SYM Financial Corp's XOP Position: Q3 2024 in Review

SYM Financial Corp sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2024, closing a stake of 406 shares — an estimated $59K sold.

SYM Financial Corp first reported a position in XOP in Q4 2018 and held it in 7 quarters. The position peaked at $125K in Q3 2023. 367 funds tracked by Wall St. Rank hold XOP as of Q3 2024.

SYM Financial Corp reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2024 after selling out during the quarter.
SYM Financial Corp sold 406 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2024, an estimated $59K.
SYM Financial Corp first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2018 and held it in 7 quarters.
SYM Financial Corp's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $125K in Q3 2023.
367 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2024.

Based on SYM Financial Corp's 13F filing for Q3 2024, filed 14 Nov 2024.