Wealthspire Advisors (Maryland)’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q3	–	Sell	-1,937	Closed	-$211K	–	487
2019 Q2	$211K	Hold	1,937	–	–	0.02%	428
2019 Q1	$238K	Hold	1,937	–	–	0.02%	405
2018 Q4	$206K	Hold	1,937	–	–	0.02%	395
2018 Q3	$335K	Buy	1,937 +125	+7%	+$21K	0.03%	329
2018 Q2	$312K	Sell	1,812 -125	-6%	-$20.1K	0.03%	350
2018 Q1	$273K	Buy	1,937 +672	+53%	+$96.2K	0.03%	386
2017 Q4	$188K	Hold	1,265	–	–	0.02%	512
2017 Q3	$172K	Buy	1,265 +125	+11%	+$15.7K	0.02%	530
2017 Q2	$146K	Buy	1,140 +44	+4%	+$6.02K	0.02%	555
2017 Q1	$164K	Buy	+1,096	New	+$171K	0.02%	459

Other funds holding XOP

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XOP Position: Q3 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2019, closing a stake of 1,937 shares — an estimated $211K sold.

Wealthspire Advisors (Maryland) first reported a position in XOP in Q1 2017 and held it in 10 quarters. The position peaked at $335K in Q3 2018. 195 funds tracked by Wall St. Rank hold XOP as of Q3 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,937 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2019, an estimated $211K.
Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2017 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $335K in Q3 2018.
195 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2019, filed 13 Nov 2019.