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

Cadence 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 Q1	$37.6M	Sell	206,991 -28,933	-12%	-$4.36M	15.7%	2
2025 Q4	$29.8M	Buy	235,924 +94,195	+66%	+$12.2M	14.38%	2
2025 Q3	$18.7M	Buy	141,729 +116,203	+455%	+$15M	9.81%	3
2025 Q2	$3.21M	Buy	25,526 +954	+4%	+$114K	2.12%	10
2025 Q1	$3.24M	Buy	24,572 +526	+2%	+$70.6K	2.39%	10
2024 Q4	$3.18M	Buy	24,046 +1,180	+5%	+$161K	2.11%	11
2024 Q3	$3.01M	Buy	22,866 +332	+1%	+$45.9K	2.45%	7
2024 Q2	$3.28M	Buy	22,534 +20,645	+1,093%	+$3.12M	2.29%	10
2024 Q1	$293K	Buy	+1,889	New	+$262K	0.3%	29

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

Cadence Wealth Management's XOP Position: Q1 2026 in Review

Cadence Wealth Management reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 12% in Q1 2026, selling an estimated $4.36M and leaving 206,991 shares worth $37.6M. The position accounts for 15.7% of the portfolio, ranked #2.

Cadence Wealth Management first reported a position in XOP in Q1 2024 and has held it in 9 quarters since. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Cadence Wealth Management held 206,991 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $37.6M as of Q1 2026.
Cadence Wealth Management sold 28,933 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $4.36M.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 15.7% of Cadence Wealth Management's portfolio in Q1 2026, its #2 holding.
Cadence Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2024 and has held it in 9 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 Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.