United Asset Strategies’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

United Asset Strategies’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 Q4	–	Sell	-5,238	Closed	-$689K	–	247
2024 Q3	$689K	Sell	5,238 -46,471	-90%	-$6.42M	0.06%	169
2024 Q2	$7.52M	Buy	51,709 +2,379	+5%	+$360K	0.74%	44
2024 Q1	$7.64M	Buy	49,330 +4,000	+9%	+$554K	0.76%	44
2023 Q4	$6.21M	Sell	45,330 -2,584	-5%	-$364K	0.7%	45
2023 Q3	$7.09M	Buy	+47,914	New	+$6.86M	0.92%	37
2021 Q3	–	Sell	-12,108	Closed	-$1.17M	–	223
2021 Q2	$1.17M	Buy	+12,108	New	+$1.06M	0.16%	103
2020 Q1	–	Sell	-2,737	Closed	-$259K	–	221
2019 Q4	$259K	Sell	2,737 -42,039	-94%	-$3.64M	0.05%	177
2019 Q3	$4M	Buy	44,776 +4,388	+11%	+$413K	0.88%	39
2019 Q2	$4.4M	Buy	+40,388	New	+$4.66M	1.01%	36
2018 Q1	–	Sell	-18,005	Closed	-$2.68M	–	214
2017 Q4	$2.68M	Buy	+18,005	New	+$2.51M	0.72%	43

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

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

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

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

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

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

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

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

United Asset Strategies's XOP Position: Q4 2024 in Review

United Asset Strategies sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2024, closing a stake of 5,238 shares — an estimated $689K sold.

United Asset Strategies first reported a position in XOP in Q4 2017 and held it in 10 quarters. The position peaked at $7.64M in Q1 2024. 381 funds tracked by Wall St. Rank hold XOP as of Q4 2024.

United Asset Strategies reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
United Asset Strategies sold 5,238 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $689K.
United Asset Strategies first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2017 and held it in 10 quarters.
United Asset Strategies's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $7.64M in Q1 2024.
381 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2024.

Based on United Asset Strategies's 13F filing for Q4 2024, filed 22 Jan 2025.