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

Welch Capital 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
2022 Q1	–	Sell	-2,500	Closed	-$240K	–	47
2021 Q4	$240K	Buy	+2,500	New	+$256K	0.05%	38

Other funds holding XOP

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Welch Capital Partners's XOP Position: Q1 2022 in Review

Welch Capital Partners sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2022, closing a stake of 2,500 shares — an estimated $240K sold.

Welch Capital Partners first reported a position in XOP in Q4 2021 and held it in 1 quarter. The position peaked at $240K in Q4 2021. 365 funds tracked by Wall St. Rank hold XOP as of Q1 2022.

Welch Capital Partners reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2022 after selling out during the quarter.
Welch Capital Partners sold 2,500 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2022, an estimated $240K.
Welch Capital Partners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2021 and held it in 1 quarter.
Welch Capital Partners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $240K in Q4 2021.
365 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2022.

Based on Welch Capital Partners's 13F filing for Q1 2022, filed 13 May 2022.