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

Avondale 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	$380K	Buy	+2,463	New	+$412K	0.15%	49
2024 Q4	–	Sell	-327	Closed	-$43K	–	118
2024 Q3	$43K	Sell	327 -289	-47%	-$39.9K	0.03%	90
2024 Q2	$89.6K	Hold	616	–	–	0.06%	69
2024 Q1	$95.4K	Hold	616	–	–	0.07%	64
2023 Q4	$84.3K	Hold	616	–	–	0.07%	64
2023 Q3	$91.1K	Hold	616	–	–	0.08%	64
2023 Q2	$79.4K	Sell	616 -500	-45%	-$62.6K	0.07%	68
2023 Q1	$142K	Buy	1,116 +500	+81%	+$66.4K	0.12%	53
2022 Q4	$83.7K	Hold	616	–	–	0.07%	55
2022 Q3	$77K	Buy	616 +187	+44%	+$24.7K	0.08%	62
2022 Q2	$51K	Sell	429 -171	-29%	-$24K	0.06%	65
2022 Q1	$81K	Buy	+600	New	+$69.1K	0.1%	54
2021 Q2	–	Sell	-2,500	Closed	-$203K	–	109
2021 Q1	$203K	Hold	2,500	–	–	0.2%	42
2020 Q4	$146K	Hold	2,500	–	–	0.17%	29
2020 Q3	$105K	Hold	2,500	–	–	0.16%	27
2020 Q2	$130K	Hold	2,500	–	–	0.18%	26
2020 Q1	$82K	Buy	2,500 +650	+35%	+$43K	0.13%	28
2019 Q4	$175K	Buy	1,850 +1,350	+270%	+$117K	0.26%	22
2019 Q3	$45K	Sell	500 -3,934	-89%	-$370K	0.07%	42
2019 Q2	$483K	Hold	4,434	–	–	0.36%	14
2019 Q1	$545K	Hold	4,434	–	–	0.42%	12
2018 Q4	$470K	Buy	4,434 +155	+4%	+$21.7K	0.39%	13
2018 Q3	$741K	Sell	4,279 -164	-4%	-$27.6K	0.7%	9
2018 Q2	$765K	Hold	4,443	–	–	0.63%	9
2018 Q1	$625K	Hold	4,443	–	–	0.51%	9
2017 Q4	$661K	Buy	+4,443	New	+$619K	0.58%	9

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

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

Avondale Wealth Management opened a new position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2026: 2,463 shares worth $380K. The stake represents 0.15% of the portfolio and ranks #49 among its holdings. This is a return to the name: Avondale Wealth Management previously reported a position in XOP as recently as Q3 2024.

Avondale Wealth Management first reported a position in XOP in Q4 2017 and has held it in 26 quarters since. The position peaked at $765K in Q2 2018. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Avondale Wealth Management held 2,463 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $380K as of Q2 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF was a new Avondale Wealth Management position in Q2 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.15% of Avondale Wealth Management's portfolio in Q2 2026, its #49 holding.
Avondale Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2017 and has held it in 26 quarters since.
Avondale Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $765K in Q2 2018.
388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.