XOP β€” SPDR SER TR

Ownership history in Sanctuary Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Sanctuary Advisors, LLC reported SPDR SER TR (XOP) in 3 quarterly 13F filings from 2024 Q2 through 2024 Q4. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows XOP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XOP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sanctuary Advisors, LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

XOP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sanctuary Advisors, LLC held XOP β€” position size vs. price
% of Fund (quarterly)    XOP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 4,790 -586 -10.9% 0.00% $658K 2025-01-31 $130.26
2024 Q3 ADDED 5,376 +3,791 +239.2% 0.01% $799K 2024-11-25 $140.89
2024 Q2 INITIATED 1,585 β€” β€” 0.00% $249K 2024-09-05 $125.70

FAQ About Sanctuary Advisors, LLC and XOP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sanctuary Advisors, LLC reported owning XOP?

Sanctuary Advisors, LLC reported XOP across 3 quarterly 13F filings, from 2024 Q2 through 2024 Q4.

What was the largest reported XOP position in Sanctuary Advisors, LLC's portfolio?

The largest reported portfolio weight for XOP was 0.01% in 2024 Q3.

What is the latest reported XOP position on this page?

The most recent filing on this page is 2024 Q4, when Sanctuary Advisors, LLC reported 4,790 shares, equal to 0.00% of portfolio, with an estimated market value of $658K.

What does the chart on this XOP ownership page compare?

The chart compares Sanctuary Advisors, LLC's quarterly XOP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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