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

Concord Wealth 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 		$919K Buy
+5,955
New +$996K 0.11% 133

Other funds holding XOP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Concord Wealth Partners's XOP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2026: 5,955 shares worth $919K. The stake represents 0.11% of the portfolio and ranks #133 among its holdings.

388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

  • Concord Wealth Partners held 5,955 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $919K as of Q2 2026.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF was a new Concord Wealth Partners position in Q2 2026.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.11% of Concord Wealth Partners's portfolio in Q2 2026, its #133 holding.
  • 388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.