WR Wealth Planners’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

WR Wealth Planners’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 Q4	–	Sell	-40	Closed	-$5.26K	–	1193
2024 Q3	$5.26K	Hold	40	–	–	﹤0.01%	732
2024 Q2	$5.82K	Hold	40	–	–	﹤0.01%	697
2024 Q1	$6.2K	Buy	+40	New	+$5.54K	﹤0.01%	680
2023 Q4	–	Sell	-42	Closed	-$6.21K	–	881
2023 Q3	$6.21K	Hold	42	–	–	﹤0.01%	646
2023 Q2	$5.41K	Hold	42	–	–	﹤0.01%	672
2023 Q1	$5.36K	Hold	42	–	–	﹤0.01%	671
2022 Q4	$5.71K	Sell	42 -20	-32%	-$2.9K	﹤0.01%	318
2022 Q3	$7.73K	Sell	62 -670	-92%	-$88.4K	0.01%	277
2022 Q2	$87.5K	Buy	732 +27	+4%	+$3.79K	0.06%	138
2022 Q1	$94.9K	Buy	+705	New	+$81.2K	0.06%	135

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

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

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

WR Wealth Planners's XOP Position: Q4 2024 in Review

WR Wealth Planners sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2024, closing a stake of 40 shares — an estimated $5.26K sold.

WR Wealth Planners first reported a position in XOP in Q1 2022 and held it in 10 quarters. The position peaked at $94.9K in Q1 2022. 381 funds tracked by Wall St. Rank hold XOP as of Q4 2024.

WR Wealth Planners reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 40 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2024, an estimated $5.26K.
WR Wealth Planners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2022 and held it in 10 quarters.
WR Wealth Planners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $94.9K in Q1 2022.
381 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.