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

Westfield Capital Management’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	-4,410	Closed	-$599K	–	257
2022 Q4	$599K	Hold	4,410	–	–	﹤0.01%	209
2022 Q3	$550K	Hold	4,410	–	–	﹤0.01%	219
2022 Q2	$527K	Hold	4,410	–	–	﹤0.01%	223
2022 Q1	$593K	Sell	4,410 -4,490	-50%	-$517K	﹤0.01%	226
2021 Q4	$853K	Hold	8,900	–	–	0.01%	222
2021 Q3	$861K	Buy	+8,900	New	+$757K	0.01%	221

Other funds holding XOP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Westfield Capital Management's XOP Position: Q1 2023 in Review

Westfield Capital Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2023, closing a stake of 4,410 shares — an estimated $599K sold.

Westfield Capital Management first reported a position in XOP in Q3 2021 and held it in 6 quarters. The position peaked at $861K in Q3 2021. 365 funds tracked by Wall St. Rank hold XOP as of Q1 2023.

Westfield Capital Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
Westfield Capital Management sold 4,410 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2023, an estimated $599K.
Westfield Capital Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2021 and held it in 6 quarters.
Westfield Capital Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $861K in Q3 2021.
365 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2023.

Based on Westfield Capital Management's 13F filing for Q1 2023, filed 12 May 2023.