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

WealthPLAN Partners’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
Q2 		– Sell
-33
Closed -$4.21K – 1404
2023
Q1 		$4.21K Buy
+33
New +$4.38K ﹤0.01% 1032

Other funds holding XOP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

WealthPLAN Partners's XOP Position: Q2 2023 in Review

WealthPLAN Partners sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2023, closing a stake of 33 shares — an estimated $4.21K sold.

WealthPLAN Partners first reported a position in XOP in Q1 2023 and held it in 1 quarter. The position peaked at $4.21K in Q1 2023. 346 funds tracked by Wall St. Rank hold XOP as of Q2 2023.

  • WealthPLAN Partners reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 33 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2023, an estimated $4.21K.
  • WealthPLAN Partners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $4.21K in Q1 2023.
  • 346 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.