Cerity Partners’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Cerity Partners’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	$1.18M	Sell	7,665 -90	-1%	-$15.1K	﹤0.01%	1899
2026 Q1	$1.41M	Sell	7,755 -3,598	-32%	-$542K	﹤0.01%	1665
2025 Q4	$1.43M	Buy	11,353 +348	+3%	+$45.1K	﹤0.01%	1521
2025 Q3	$1.45M	Sell	11,005 -350	-3%	-$45.2K	﹤0.01%	1434
2025 Q2	$1.43M	Buy	11,355 +2,210	+24%	+$265K	﹤0.01%	1357
2025 Q1	$1.2M	Sell	9,145 -1,008	-10%	-$135K	﹤0.01%	1345
2024 Q4	$1.34M	Sell	10,153 -867	-8%	-$119K	﹤0.01%	1282
2024 Q3	$1.45M	Sell	11,020 -24,151	-69%	-$3.34M	﹤0.01%	1237
2024 Q2	$5.12M	Sell	35,171 -2,350	-6%	-$355K	0.01%	601
2024 Q1	$5.81M	Sell	37,521 -4,654	-11%	-$645K	0.02%	606
2023 Q4	$5.77M	Buy	+42,175	New	+$5.93M	0.02%	503
2023 Q3	–	Sell	-24,811	Closed	-$3.2M	–	1734
2023 Q2	$3.2M	Buy	24,811 +319	+1%	+$40K	0.01%	606
2023 Q1	$3.12M	Buy	24,492 +351	+1%	+$46.6K	0.01%	594
2022 Q4	$3.28M	Sell	24,141 -1,479	-6%	-$214K	0.02%	437
2022 Q3	$3.19M	Buy	25,620 +764	+3%	+$101K	0.04%	307
2022 Q2	$2.97M	Sell	24,856 -34,255	-58%	-$4.81M	0.03%	329
2022 Q1	$7.95M	Buy	59,111 +2,137	+4%	+$246K	0.12%	144
2021 Q4	$5.46M	Buy	56,974 +2,350	+4%	+$241K	0.08%	189
2021 Q3	$5.28M	Sell	54,624 -61	-0.1%	-$5.19K	0.12%	154
2021 Q2	$5.29M	Buy	+54,685	New	+$4.77M	0.12%	157

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

Cerity Partners's XOP Position: Q2 2026 in Review

Cerity Partners reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 1.2% in Q2 2026, selling an estimated $15.1K and leaving 7,665 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Cerity Partners first reported a position in XOP in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.95M in Q1 2022. 392 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Cerity Partners held 7,665 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $1.18M as of Q2 2026.
Cerity Partners sold 90 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $15.1K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1899 holding.
Cerity Partners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2021 and has held it in 20 quarters since.
Cerity Partners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $7.95M in Q1 2022.
392 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.