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Spdr Ser Tr s&p oilgas exp shares owned by TrustWell Financial Advisors

Quarter-by-quarter ownership of Spdr Ser Tr s&p oilgas exp (XOP) shares owned by TrustWell Financial Advisors from 13F filings

Historical chart of TrustWell Financial Advisors investment in Spdr Ser Tr s&p oilgas exp

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr s&p oilgas exp held by TrustWell Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr s&p oilgas exp by TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $834k 4.6k 181.83
2025-12-31 $532k 4.2k 126.26

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial Advisors

Top funds holding Spdr Ser Tr s&p oilgas exp

Susquehanna International
Goldman Sachs Group
Jane Street
Citadel Advisors
Nomura Holdings
Healthcare Of Ontario Pension Plan Trust Fund
Citigroup
Millennium Management
Morgan Stanley
Barclays
Bank of America Corporation
Tudor Investment Corporation
UBS Group
Encompass Capital Advisors
Soros Fund Management

View all funds holding Spdr Ser Tr s&p oilgas exp