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

United Capital 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
2023 Q1	–	Sell	-3,245	Closed	-$441K	–	1083
2022 Q4	$441K	Buy	3,245 +44	+1%	+$6.38K	﹤0.01%	780
2022 Q3	$399K	Sell	3,201 -30	-0.9%	-$3.96K	﹤0.01%	819
2022 Q2	$386K	Sell	3,231 -67	-2%	-$9.41K	﹤0.01%	867
2022 Q1	$444K	Sell	3,298 -160	-5%	-$18.4K	﹤0.01%	871
2021 Q4	$332K	Buy	3,458 +200	+6%	+$20.5K	﹤0.01%	993
2021 Q3	$315K	Hold	3,258	–	–	﹤0.01%	991
2021 Q2	$315K	Buy	3,258 +408	+14%	+$35.6K	﹤0.01%	1012
2021 Q1	$232K	Buy	+2,850	New	+$218K	﹤0.01%	1071
2015 Q3	–	Sell	-2,084	Closed	-$389K	–	1325
2015 Q2	$389K	Buy	2,084 +225	+12%	+$46K	﹤0.01%	1007
2015 Q1	$410K	Buy	+1,859	New	+$360K	0.01%	978

Other funds holding XOP

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

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

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

United Capital Financial Advisors's XOP Position: Q1 2023 in Review

United Capital Financial Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2023, closing a stake of 3,245 shares — an estimated $441K sold.

United Capital Financial Advisors first reported a position in XOP in Q1 2015 and held it in 10 quarters. The position peaked at $444K in Q1 2022. 366 funds tracked by Wall St. Rank hold XOP as of Q1 2023.

United Capital Financial Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 3,245 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2023, an estimated $441K.
United Capital Financial Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2015 and held it in 10 quarters.
United Capital Financial Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $444K in Q1 2022.
366 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.