Personal Cfo Solutions, LLC Spdr Ser Tr Oil & Gas Explorat Transaction History

Personal Cfo Solutions, LLC

$600 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$129.44 - $152.97 $23,816 - $28,146	184 Added 3.79%	5,043 $690,000
Q3 2023 Nov 13, 2023	SELL	$125.17 - $153.81 $9,512 - $11,689	-76 Reduced 1.54%	4,859 $718,000
Q2 2023 Aug 10, 2023	BUY	$116.28 - $134.84 $25,581 - $29,664	220 Added 4.67%	4,935 $635,000
Q1 2023 May 09, 2023	SELL	$117.03 - $145.45 $69,515 - $86,397	-594 Reduced 11.19%	4,715 $601,000
Q4 2022 Feb 14, 2023	BUY	$130.31 - $160.62 $21,240 - $26,181	163 Added 3.17%	5,309 $721,000

Q3 2022 Nov 01, 2022	BUY	N/A	73 Added 1.44%	5,146 $642,000
Q2 2022 Aug 05, 2022	BUY	N/A	132 Added 2.67%	5,073 $606,000
Q1 2022 May 02, 2022	BUY	N/A	995 Added 25.22%	4,941 $665,000
Q4 2021 Feb 11, 2022	BUY	N/A	381 Added 10.69%	3,946 $378,000
Q3 2021 Nov 18, 2021	SELL	N/A	-277 Reduced 7.21%	3,565 $345,000
Q2 2021 Jul 22, 2021	BUY	N/A	3,842 New	3,842 $371,000

Others Institutions Holding XOP

# of Institutions

472

Shares Held

28.9M

Call Options Held

9.95M

Put Options Held

13.1M

About SPDR SER TR OIL & GAS EXPLORAT

Ticker XOP
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.