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Westwood Holdings Group’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Westwood Holdings Group’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
2024
Q1 		– Sell
-67,720
Closed -$9.27M – 499
2023
Q4 		$9.27M Buy
+67,720
New +$9.53M 0.08% 210
2023
Q3 		– Sell
-2,986
Closed -$385K – 505
2023
Q2 		$385K Buy
2,986
+957
+47% +$120K ﹤0.01% 424
2023
Q1 		$259K Buy
+2,029
New +$269K ﹤0.01% 458
2021
Q4 		– Sell
-13,505
Closed -$1.31M – 470
2021
Q3 		$1.31M Buy
13,505
+10,195
+308% +$868K 0.01% 323
2021
Q2 		$320K Buy
+3,310
New +$289K ﹤0.01% 395
2021
Q1 		– Sell
-7,640
Closed -$447K – 490
2020
Q4 		$447K Buy
+7,640
New +$387K 0.01% 374

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return