Baird Financial Group’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Baird Financial Group’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 Q1	$262K	Sell	1,440 -992	-41%	-$149K	﹤0.01%	1684
2025 Q4	$307K	Buy	2,432 +836	+52%	+$108K	﹤0.01%	1626
2025 Q3	$211K	Buy	+1,596	New	+$206K	﹤0.01%	1721
2025 Q2	–	Sell	-11,876	Closed	-$1.56M	–	1859
2025 Q1	$1.56M	Sell	11,876 -2,557	-18%	-$343K	﹤0.01%	1037
2024 Q4	$1.91M	Buy	14,433 +7,592	+111%	+$1.04M	﹤0.01%	986
2024 Q3	$900K	Buy	+6,841	New	+$945K	﹤0.01%	1207
2021 Q1	–	Sell	-4,300	Closed	-$252K	–	1735
2020 Q4	$252K	Buy	+4,300	New	+$218K	﹤0.01%	1428
2018 Q3	–	Sell	-29,531	Closed	-$5.09M	–	1368
2018 Q2	$5.09M	Buy	+29,531	New	+$4.76M	0.03%	430
2017 Q1	–	Sell	-4,416	Closed	-$732K	–	1251
2016 Q4	$732K	Buy	+4,416	New	+$693K	0.01%	844
2016 Q1	–	Sell	-3,224	Closed	-$390K	–	1282
2015 Q4	$390K	Sell	3,224 -364	-10%	-$51.8K	﹤0.01%	988
2015 Q3	$471K	Sell	3,588 -95	-3%	-$14.5K	0.01%	925
2015 Q2	$687K	Buy	+3,683	New	+$752K	0.01%	865

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group's XOP Position: Q1 2026 in Review

Baird Financial Group reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 41% in Q1 2026, selling an estimated $149K and leaving 1,440 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Baird Financial Group first reported a position in XOP in Q2 2015 and has held it in 12 quarters since. The position peaked at $5.09M in Q2 2018. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Baird Financial Group held 1,440 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $262K as of Q1 2026.
Baird Financial Group sold 992 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $149K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1684 holding.
Baird Financial Group first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2015 and has held it in 12 quarters since.
Baird Financial Group's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $5.09M in Q2 2018.
403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.