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 Q2	$644K	Sell	4,172 -128	-3%	-$21.4K	0.03%	269
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

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

Berger Financial Group's XOP Position: Q2 2026 in Review

Berger Financial Group reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 3% in Q2 2026, selling an estimated $21.4K and leaving 4,172 shares worth $644K. The position accounts for 0.03% of the portfolio, ranked #269.

Berger Financial Group first reported a position in XOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $782K in Q1 2026. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Berger Financial Group held 4,172 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $644K as of Q2 2026.
Berger Financial Group sold 128 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $21.4K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #269 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 4 quarters since.
Berger Financial Group's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $782K in Q1 2026.
388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.