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

Teamwork Financial Advisors’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 Q1	–	Sell	-1,490	Closed	-$204K	–	206
2023 Q4	$204K	Sell	1,490 -5,749	-79%	-$809K	0.04%	177
2023 Q3	$1.07M	Sell	7,239 -764	-10%	-$109K	0.17%	81
2023 Q2	$1.03M	Buy	8,003 +1,486	+23%	+$186K	0.17%	82
2023 Q1	$831K	Sell	6,517 -6,061	-48%	-$805K	0.15%	88
2022 Q4	$1.71M	Sell	12,578 -1,527	-11%	-$221K	0.34%	47
2022 Q3	$1.76M	Sell	14,105 -300	-2%	-$39.6K	0.38%	43
2022 Q2	$1.72M	Sell	14,405 -4,524	-24%	-$636K	0.38%	56
2022 Q1	$2.55M	Buy	18,929 +11,618	+159%	+$1.34M	0.47%	49
2021 Q4	$701K	Buy	7,311 +266	+4%	+$27.2K	0.13%	154
2021 Q3	$681K	Sell	7,045 -9,724	-58%	-$828K	0.13%	120
2021 Q2	$1.62M	Buy	+16,769	New	+$1.46M	0.33%	54

Other funds holding XOP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Teamwork Financial Advisors's XOP Position: Q1 2024 in Review

Teamwork Financial Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2024, closing a stake of 1,490 shares — an estimated $204K sold.

Teamwork Financial Advisors first reported a position in XOP in Q2 2021 and held it in 11 quarters. The position peaked at $2.55M in Q1 2022. 389 funds tracked by Wall St. Rank hold XOP as of Q1 2024.

Teamwork Financial Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
Teamwork Financial Advisors sold 1,490 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $204K.
Teamwork Financial Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2021 and held it in 11 quarters.
Teamwork Financial Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2.55M in Q1 2022.
389 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Teamwork Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.