Valley National Advisers’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Valley National Advisers’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
2020 Q2	–	Sell	-120	Closed	-$4K	–	865
2020 Q1	$4K	Hold	120	–	–	﹤0.01%	588
2019 Q4	$11K	Hold	120	–	–	﹤0.01%	520
2019 Q3	$11K	Hold	120	–	–	﹤0.01%	501
2019 Q2	$13K	Hold	120	–	–	﹤0.01%	455
2019 Q1	$15K	Hold	120	–	–	﹤0.01%	436
2018 Q4	$13K	Hold	120	–	–	﹤0.01%	427
2018 Q3	$21K	Hold	120	–	–	0.01%	351
2018 Q2	$21K	Hold	120	–	–	0.01%	337
2018 Q1	$17K	Hold	120	–	–	0.01%	353
2017 Q4	$18K	Buy	+120	New	+$16.7K	0.01%	347

Other funds holding XOP

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 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

Valley National Advisers's XOP Position: Q2 2020 in Review

Valley National Advisers sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2020, closing a stake of 120 shares — an estimated $4K sold.

Valley National Advisers first reported a position in XOP in Q4 2017 and held it in 10 quarters. The position peaked at $21K in Q3 2018. 180 funds tracked by Wall St. Rank hold XOP as of Q2 2020.

Valley National Advisers reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2020 after selling out during the quarter.
Valley National Advisers sold 120 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2020, an estimated $4K.
Valley National Advisers first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2017 and held it in 10 quarters.
Valley National Advisers's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $21K in Q3 2018.
180 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2020.

Based on Valley National Advisers's 13F filing for Q2 2020, filed 10 Aug 2020.