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

Cherry Tree 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	$6.55K	Hold	36	–	–	﹤0.01%	464
2025 Q4	$4.55K	Hold	36	–	–	﹤0.01%	495
2025 Q3	$4.76K	Hold	36	–	–	﹤0.01%	476
2025 Q2	$4.53K	Hold	36	–	–	﹤0.01%	489
2025 Q1	$4.74K	Hold	36	–	–	﹤0.01%	540
2024 Q4	$4.77K	Buy	+36	New	+$4.92K	﹤0.01%	480
2023 Q3	–	Sell	-16	Closed	-$2.06K	–	623
2023 Q2	$2.06K	Buy	+16	New	+$2K	﹤0.01%	490

Other funds holding XOP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $72.7B AUM 39.36% 1-Year Est. Return

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

Cherry Tree Wealth Management's XOP Position: Q1 2026 in Review

Cherry Tree Wealth Management held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q1 2026 at 36 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Cherry Tree Wealth Management first reported a position in XOP in Q2 2023 and has held it in 7 quarters since. 404 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Cherry Tree Wealth Management held 36 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $6.55K as of Q1 2026.
Cherry Tree Wealth Management left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q1 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #464 holding.
Cherry Tree Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2023 and has held it in 7 quarters since.
404 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.