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

Berger 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 		$782K Sell
4,300
-149
-3% -$22.4K 0.04% 231
2025
Q4 		$562K Buy
4,449
+273
+7% +$35.4K 0.03% 275
2025
Q3 		$552K Buy
+4,176
New +$539K 0.03% 274

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
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
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Berger Financial Group reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 3.3% in Q1 2026, selling an estimated $22.4K and leaving 4,300 shares worth $782K. The position accounts for 0.04% of the portfolio, ranked #231.

Berger Financial Group first reported a position in XOP in Q3 2025 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

  • Berger Financial Group held 4,300 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $782K as of Q1 2026.
  • Berger Financial Group sold 149 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $22.4K.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #231 holding.
  • Berger Financial Group first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2025 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.