Cladis Investment Advisory’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Cladis Investment Advisory’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	$487K	Buy	2,678 +50	+2%	+$7.53K	0.27%	102
2025 Q4	$332K	Sell	2,628 -34	-1%	-$4.41K	0.18%	115
2025 Q3	$352K	Hold	2,662	–	–	0.2%	114
2025 Q2	$335K	Hold	2,662	–	–	0.21%	106
2025 Q1	$351K	Hold	2,662	–	–	0.25%	93
2024 Q4	$352K	Hold	2,662	–	–	0.25%	92
2024 Q3	$350K	Buy	2,662 +75	+3%	+$10.4K	0.24%	95
2024 Q2	$376K	Buy	2,587 +113	+5%	+$17.1K	0.27%	95
2024 Q1	$383K	Hold	2,474	–	–	0.28%	93
2023 Q4	$339K	Sell	2,474 -100	-4%	-$14.1K	0.27%	92
2023 Q3	$381K	Hold	2,574	–	–	0.33%	78
2023 Q2	$332K	Sell	2,574 -100	-4%	-$12.5K	0.29%	92
2023 Q1	$341K	Sell	2,674 -100	-4%	-$13.3K	0.31%	90
2022 Q4	$377K	Sell	2,774 -50	-2%	-$7.25K	0.38%	78
2022 Q3	$352K	Sell	2,824 -400	-12%	-$52.8K	0.38%	83
2022 Q2	$385K	Sell	3,224 -600	-16%	-$84.3K	0.38%	83
2022 Q1	$515K	Sell	3,824 -625	-14%	-$72K	0.42%	78
2021 Q4	$427K	Buy	+4,449	New	+$456K	0.34%	86

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

Cladis Investment Advisory's XOP Position: Q1 2026 in Review

Cladis Investment Advisory increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 1.9% in Q1 2026, buying an estimated $7.53K and bringing the position to 2,678 shares worth $487K. The position accounts for 0.27% of the portfolio, ranked #102.

Cladis Investment Advisory first reported a position in XOP in Q4 2021 and has held it in 18 quarters since. The position peaked at $515K in Q1 2022. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Cladis Investment Advisory held 2,678 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $487K as of Q1 2026.
Cladis Investment Advisory bought 50 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $7.53K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.27% of Cladis Investment Advisory's portfolio in Q1 2026, its #102 holding.
Cladis Investment Advisory first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2021 and has held it in 18 quarters since.
Cladis Investment Advisory's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $515K in Q1 2022.
403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.