Bank of Montreal’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Bank of Montreal’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	$18.2M	Buy	100,000 +90,000	+900%	+$13.6M	0.01%	873
2025 Q4	$1.26M	Buy	+10,000	New	+$1.3M	﹤0.01%	1857
2024 Q3	–	Sell	-45,000	Closed	-$6.6M	–	4296
2024 Q2	$6.6M	Hold	45,000	–	–	﹤0.01%	1162
2024 Q1	$6.98M	Buy	+45,000	New	+$6.23M	﹤0.01%	1093
2023 Q3	–	Sell	-149,900	Closed	-$19.3M	–	4288
2023 Q2	$19.3M	Sell	149,900 -876,300	-85%	-$110M	0.01%	755
2023 Q1	$131M	Buy	1,026,200 +578,500	+129%	+$76.8M	0.05%	196
2022 Q4	$61.2M	Sell	447,700 -232,600	-34%	-$33.7M	0.03%	334
2022 Q3	$93.4K	Sell	680,300 -438,800	-39%	-$57.9M	0.04%	245
2022 Q2	$147K	Buy	1,119,100 +485,600	+77%	+$68.2M	0.07%	188
2022 Q1	$86.5M	Buy	+633,500	New	+$72.9M	0.04%	305
2021 Q4	–	Sell	-100,000	Closed	-$9.73M	–	3930
2021 Q3	$9.73M	Buy	+100,000	New	+$8.51M	﹤0.01%	1319
2021 Q2	–	Sell	-200,000	Closed	-$16M	–	4983
2021 Q1	$16M	Buy	200,000 +125,000	+167%	+$9.54M	0.01%	777
2020 Q4	$5.02M	Sell	75,000 -575,000	-88%	-$29.1M	﹤0.01%	1385
2020 Q3	$27.6M	Hold	650,000	–	–	0.02%	495
2020 Q2	$31M	Buy	650,000 +312,500	+93%	+$15.8M	0.03%	455
2020 Q1	$11.4M	Sell	337,500 -638,925	-65%	-$42.3M	0.01%	663
2019 Q4	$92.6M	Buy	976,425 +85,550	+10%	+$7.42M	0.07%	253
2019 Q3	$79.7M	Buy	890,875 +415,225	+87%	+$39.1M	0.07%	247
2019 Q2	$51.8M	Buy	475,650 +63,150	+15%	+$7.29M	0.04%	357
2019 Q1	$50.7M	Buy	412,500 +110,000	+36%	+$13.2M	0.04%	340
2018 Q4	$32.1M	Buy	302,500 +275,100	+1,004%	+$38.5M	0.03%	442
2018 Q3	$4.75M	Sell	27,400 -278,850	-91%	-$46.9M	﹤0.01%	1221
2018 Q2	$52.7M	Buy	+306,250	New	+$49.3M	0.04%	332
2018 Q1	–	Sell	-37,500	Closed	-$5.58M	–	4367
2017 Q4	$5.58M	Sell	37,500 -12,500	-25%	-$1.74M	﹤0.01%	1091
2017 Q3	$6.82M	Sell	50,000 -271,525	-84%	-$34M	0.01%	1016
2017 Q2	$41.1M	Buy	321,525 +209,075	+186%	+$28.6M	0.04%	390
2017 Q1	$16.8M	Buy	112,450 +108,575	+2,802%	+$16.9M	0.02%	618
2016 Q4	$650K	Sell	3,875 -102,875	-96%	-$16.1M	﹤0.01%	2038
2016 Q3	$16.4M	Sell	106,750 -134,775	-56%	-$19.3M	0.02%	611
2016 Q2	$33.6M	Buy	241,525 +115,325	+91%	+$15.8M	0.04%	388
2016 Q1	$15.3M	Buy	126,200 +40,000	+46%	+$4.33M	0.02%	586
2015 Q4	$10.4M	Sell	86,200 -432,650	-83%	-$61.6M	0.01%	712
2015 Q3	$68.2M	Buy	518,850 +506,350	+4,051%	+$77.3M	0.09%	195
2015 Q2	$2.33M	Sell	12,500 -28,750	-70%	-$5.87M	﹤0.01%	1324
2015 Q1	$8.52M	Hold	41,250	–	–	0.01%	865
2014 Q4	$7.9M	Sell	41,250 -38,750	-48%	-$8.62M	0.01%	871
2014 Q3	$22M	Sell	80,000 -50,750	-39%	-$15.4M	0.02%	468
2014 Q2	$43M	Buy	130,750 +15,750	+14%	+$4.84M	0.05%	287
2014 Q1	$33M	Buy	115,000 +110,400	+2,400%	+$30M	0.04%	302
2013 Q4	$1.26M	Buy	+4,600	New	+$1.26M	﹤0.01%	1366
2013 Q3	–	Sell	-61,775	Closed	-$14.4M	–	3966
2013 Q2	$14.4M	Buy	+61,775	New	+$14.6M	0.03%	387

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 $303B AUM 53.02% 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 $3.58B AUM 45.67% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal's XOP Position: Q1 2026 in Review

Bank of Montreal reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 38% in Q1 2026, selling an estimated $2.63M and leaving 28,776 shares worth $5.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Bank of Montreal first reported a position in XOP in Q2 2013 and has held it in 52 quarters since. The position peaked at $174M in Q4 2019. 404 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Bank of Montreal held 28,776 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $5.23M as of Q1 2026.
Bank of Montreal sold 17,442 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $2.63M.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1304 holding.
Bank of Montreal first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $174M in Q4 2019.
404 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.