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

Symmetry 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
2023 Q4	–	Sell	-36,650	Closed	-$5.42M	–	250
2023 Q3	$5.42M	Buy	+36,650	New	+$5.25M	1.11%	30
2023 Q1	–	Sell	-4,100	Closed	-$557K	–	162
2022 Q4	$557K	Buy	+4,100	New	+$595K	0.15%	70
2022 Q3	–	Sell	-9,200	Closed	-$1.1M	–	149
2022 Q2	$1.1M	Buy	+9,200	New	+$1.29M	0.26%	60

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Symmetry Investments's XOP Position: Q4 2023 in Review

Symmetry Investments sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2023, closing a stake of 36,650 shares — an estimated $5.42M sold.

Symmetry Investments first reported a position in XOP in Q2 2022 and held it in 3 quarters. The position peaked at $5.42M in Q3 2023. 394 funds tracked by Wall St. Rank hold XOP as of Q4 2023.

Symmetry Investments reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
Symmetry Investments sold 36,650 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2023, an estimated $5.42M.
Symmetry Investments first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2022 and held it in 3 quarters.
Symmetry Investments's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $5.42M in Q3 2023.
394 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on Symmetry Investments's 13F filing for Q4 2023, filed 14 Feb 2024.