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

Arkadios 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	$2.71M	Sell	17,578 -5,778	-25%	-$967K	0.04%	429
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

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

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

Arkadios Wealth Advisors reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 25% in Q2 2026, selling an estimated $967K and leaving 17,578 shares worth $2.71M. The position accounts for 0.04% of the portfolio, ranked #429.

Arkadios Wealth Advisors first reported a position in XOP in Q1 2020 and has held it in 18 quarters since. The position peaked at $4.59M in Q1 2025. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Arkadios Wealth Advisors held 17,578 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $2.71M as of Q2 2026.
Arkadios Wealth Advisors sold 5,778 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $967K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #429 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2020 and has held it in 18 quarters since.
Arkadios Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $4.59M in Q1 2025.
388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.