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

Arete Wealth Advisors’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	–	Sell	-27,369	Closed	-$4.97M	–	368
2026 Q1	$4.97M	Buy	27,369 +517	+2%	+$77.9K	0.37%	65
2025 Q4	$3.39M	Buy	+26,852	New	+$3.48M	0.23%	104
2022 Q3	–	Sell	-1,740	Closed	-$207K	–	624
2022 Q2	$207K	Buy	+1,740	New	+$244K	0.02%	424
2014 Q3	–	Sell	-1,155	Closed	-$380K	–	148
2014 Q2	$380K	Buy	+1,155	New	+$355K	0.3%	80

Other funds holding XOP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Arete Wealth Advisors's XOP Position: Q2 2026 in Review

Arete Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2026, closing a stake of 27,369 shares — an estimated $4.97M sold.

Arete Wealth Advisors first reported a position in XOP in Q2 2014 and held it in 4 quarters. The position peaked at $4.97M in Q1 2026. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Arete Wealth Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2026 after selling out during the quarter.
Arete Wealth Advisors sold 27,369 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $4.97M.
Arete Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2014 and held it in 4 quarters.
Arete Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $4.97M in Q1 2026.
388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.