Avantax Advisory Services’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Avantax Advisory Services’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
2025 Q2	$287K	Buy	+2,284	New	+$274K	﹤0.01%	1943
2024 Q3	–	Sell	-1,666	Closed	-$242K	–	2210
2024 Q2	$242K	Sell	1,666 -8,467	-84%	-$1.28M	﹤0.01%	1839
2024 Q1	$1.57M	Buy	10,133 +1,226	+14%	+$170K	0.01%	611
2023 Q4	$1.22M	Buy	8,907 +6,825	+328%	+$960K	0.01%	648
2023 Q3	$308K	Buy	+2,082	New	+$298K	﹤0.01%	1185

Other funds holding XOP

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avantax Advisory Services's XOP Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2025: 2,284 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #1943 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in XOP as recently as Q2 2024.

Avantax Advisory Services first reported a position in XOP in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.57M in Q1 2024. 348 funds tracked by Wall St. Rank hold XOP as of Q2 2025.

Avantax Advisory Services held 2,284 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $287K as of Q2 2025.
State Street SPDR S&P Oil & Gas Exploration & Production ETF was a new Avantax Advisory Services position in Q2 2025.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1943 holding.
Avantax Advisory Services first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2023 and has held it in 5 quarters since.
Avantax Advisory Services's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.57M in Q1 2024.
348 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.