Winch Advisory Services’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Winch Advisory Services’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 Q3	–	Sell	-406	Closed	-$48K	–	438
2022 Q2	$48K	Buy	+406	New	+$57K	0.02%	123
2020 Q1	–	Sell	-8,458	Closed	-$802K	–	387
2019 Q4	$802K	Sell	8,458 -2,179	-20%	-$189K	0.38%	36
2019 Q3	$951K	Sell	10,637 -15,202	-59%	-$1.43M	0.5%	33
2019 Q2	$2.82M	Sell	25,839 -135	-0.5%	-$15.6K	1.47%	22
2019 Q1	$3.19M	Buy	25,974 +3,049	+13%	+$367K	1.77%	18
2018 Q4	$2.43M	Sell	22,925 -4,109	-15%	-$574K	1.35%	21
2018 Q3	$4.68M	Buy	27,034 +461	+2%	+$77.6K	2.35%	17
2018 Q2	$4.58M	Buy	26,573 +18,258	+220%	+$2.94M	2.47%	16
2018 Q1	$1.17M	Buy	8,315 +8,298	+48,812%	+$1.19M	0.69%	41
2017 Q4	$2K	Hold	17	–	–	﹤0.01%	271
2017 Q3	$2K	Sell	17 -410	-96%	-$51.4K	﹤0.01%	261
2017 Q2	$54K	Sell	427 -1,353	-76%	-$185K	0.03%	109
2017 Q1	$267K	Buy	+1,780	New	+$277K	0.17%	72
2015 Q3	–	Sell	-12	Closed	-$2K	–	294
2015 Q2	$2K	Buy	+12	New	+$2.45K	﹤0.01%	257
2014 Q2	–	Sell	-6,605	Closed	-$1.9M	–	296
2014 Q1	$1.9M	Buy	+6,605	New	+$1.8M	1.2%	24

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

BCM

BlueCrest Capital Management St Helier, Jersey $3.04B AUM 26.78% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Winch Advisory Services's XOP Position: Q3 2022 in Review

Winch Advisory Services sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2022, closing a stake of 406 shares — an estimated $48K sold.

Winch Advisory Services first reported a position in XOP in Q1 2014 and held it in 15 quarters. The position peaked at $4.68M in Q3 2018. 355 funds tracked by Wall St. Rank hold XOP as of Q3 2022.

Winch Advisory Services reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2022 after selling out during the quarter.
Winch Advisory Services sold 406 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2022, an estimated $48K.
Winch Advisory Services first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2014 and held it in 15 quarters.
Winch Advisory Services's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $4.68M in Q3 2018.
355 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2022.

Based on Winch Advisory Services's 13F filing for Q3 2022, filed 31 Oct 2022.