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

AE Wealth Management’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
2026
Q2 		$155K Sell
1,006
-914
-48% -$153K ﹤0.01% 1793
2026
Q1 		$349K Sell
1,920
-229
-11% -$34.5K ﹤0.01% 1299
2025
Q4 		$271K Sell
2,149
-96
-4% -$12.4K ﹤0.01% 1361
2025
Q3 		$297K Sell
2,245
-372
-14% -$48K ﹤0.01% 1185
2025
Q2 		$329K Sell
2,617
-170
-6% -$20.4K ﹤0.01% 1079
2025
Q1 		$367K Sell
2,787
-852
-23% -$114K ﹤0.01% 1013
2024
Q4 		$482K Buy
3,639
+491
+16% +$67.2K ﹤0.01% 922
2024
Q3 		$414K Buy
+3,148
New +$435K ﹤0.01% 938
2024
Q1 		– Sell
-9,529
Closed -$1.28M – 2028
2023
Q4 		$1.28M Sell
9,529
-8,218
-46% -$1.16M 0.01% 1068
2023
Q3 		$2.62M Buy
17,747
+7,487
+73% +$1.07M 0.02% 756
2023
Q2 		$1.32M Buy
10,260
+1,423
+16% +$178K 0.01% 983
2023
Q1 		$1.13M Sell
8,837
-5,895
-40% -$783K 0.01% 1000
2022
Q4 		$2M Sell
14,732
-1,624
-10% -$236K 0.01% 748
2022
Q3 		$2.04M Sell
16,356
-4,090
-20% -$540K 0.02% 697
2022
Q2 		$2.44M Sell
20,446
-1,054
-5% -$148K 0.02% 606
2022
Q1 		$2.89M Buy
21,500
+11,493
+115% +$1.32M 0.02% 599
2021
Q4 		$959K Buy
10,007
+541
+6% +$55.4K 0.01% 937
2021
Q3 		$916K Sell
9,466
-9,798
-51% -$834K 0.01% 895
2021
Q2 		$1.86M Buy
19,264
+16,483
+593% +$1.44M 0.02% 656
2021
Q1 		$226K Buy
+2,781
New +$212K ﹤0.01% 1365
2018
Q4 		– Sell
-1,966
Closed -$340K – 612
2018
Q3 		$340K Buy
+1,966
New +$331K 0.02% 413

Other funds holding XOP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AE Wealth Management's XOP Position: Q2 2026 in Review

AE Wealth Management reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 48% in Q2 2026, selling an estimated $153K and leaving 1,006 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

AE Wealth Management first reported a position in XOP in Q3 2018 and has held it in 21 quarters since. The position peaked at $2.89M in Q1 2022. 392 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

  • AE Wealth Management held 1,006 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $155K as of Q2 2026.
  • AE Wealth Management sold 914 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $153K.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1793 holding.
  • AE Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2018 and has held it in 21 quarters since.
  • AE Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2.89M in Q1 2022.
  • 392 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.