A detailed history of Fermata Advisors, LLC transactions in Spdr Ser Tr Oil & Gas Explorat stock. As of the latest transaction made, Fermata Advisors, LLC holds 2,013 shares of XOP stock, worth $258,751. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,013
Previous 2,436 17.36%
Holding current value
$258,751
Previous $354,000 25.42%
% of portfolio
0.05%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$126.87 - $148.36 $53,666 - $62,756
-423 Reduced 17.36%
2,013 $264,000
Q2 2024

Jul 12, 2024

BUY
$142.71 - $160.59 $109,315 - $123,011
766 Added 45.87%
2,436 $354,000
Q1 2024

Apr 12, 2024

BUY
$128.16 - $154.93 $23,453 - $28,352
183 Added 12.31%
1,670 $258,000
Q4 2023

Jan 19, 2024

BUY
$129.44 - $152.97 $192,477 - $227,466
1,487 New
1,487 $203,000

Others Institutions Holding XOP

About SPDR SER TR OIL & GAS EXPLORAT


  • Ticker XOP
  • Sector ETFs
  • Industry ETFs
More about XOP
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.