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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.25M	Sell	23,356 -1,008	-4%	-$152K	0.07%	294
2025 Q4	$3.08M	Sell	24,364 -1,763	-7%	-$228K	0.06%	326
2025 Q3	$3.45M	Sell	26,127 -666	-2%	-$86K	0.08%	257
2025 Q2	$3.37M	Sell	26,793 -8,080	-23%	-$969K	0.1%	220
2025 Q1	$4.59M	Buy	34,873 +27,216	+355%	+$3.65M	0.17%	133
2024 Q4	$1.01M	Sell	7,657 -76	-1%	-$10.4K	0.06%	330
2024 Q3	$1.02M	Sell	7,733 -238	-3%	-$32.9K	0.06%	319
2024 Q2	$1.16M	Buy	+7,971	New	+$1.21M	0.08%	250
2023 Q4	–	Sell	-2,070	Closed	-$306K	–	772
2023 Q3	$306K	Buy	+2,070	New	+$297K	0.03%	483
2022 Q1	–	Sell	-4,423	Closed	-$424K	–	639
2021 Q4	$424K	Buy	4,423 +2,537	+135%	+$260K	0.06%	365
2021 Q3	$182K	Buy	1,886 +123	+7%	+$10.5K	0.03%	530
2021 Q2	$170K	Sell	1,763 -55	-3%	-$4.8K	0.02%	577
2021 Q1	$147K	Buy	1,818 +814	+81%	+$62.1K	0.02%	460
2020 Q4	$58K	Buy	1,004 +237	+31%	+$12K	0.01%	526
2020 Q3	$33.4K	Sell	767 -442	-37%	-$22.2K	0.02%	484
2020 Q2	$60.9K	Sell	1,209 -1,125	-48%	-$56.8K	0.03%	341
2020 Q1	$76.8K	Buy	+2,334	New	+$154K	0.05%	276