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

Congress 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
2025
Q2 		$1.16M Buy
9,202
+411
+5% +$49.3K 0.01% 672
2025
Q1 		$1.16M Buy
8,791
+361
+4% +$48.4K 0.01% 599
2024
Q4 		$1.12M Sell
8,430
-685
-8% -$93.7K 0.02% 500
2024
Q3 		$1.2M Sell
9,115
-4,861
-35% -$672K 0.02% 491
2024
Q2 		$2.03M Sell
13,976
-112,623
-89% -$17M 0.03% 357
2024
Q1 		$19.6M Buy
126,599
+564
+0.4% +$78.1K 0.34% 74
2023
Q4 		$17.3M Sell
126,035
-418
-0.3% -$58.8K 0.32% 75
2023
Q3 		$18.7M Buy
126,453
+110,879
+712% +$15.9M 0.39% 54
2023
Q2 		$2.01M Buy
15,574
+685
+5% +$85.8K 0.05% 260
2023
Q1 		$1.9M Buy
14,889
+444
+3% +$59K 0.05% 268
2022
Q4 		$1.96M Sell
14,445
-320
-2% -$46.4K 0.05% 261
2022
Q3 		$1.84M Buy
14,765
+1,368
+10% +$181K 0.05% 280
2022
Q2 		$1.6M Sell
13,397
-4,324
-24% -$607K 0.04% 296
2022
Q1 		$2.38M Sell
17,721
-219
-1% -$25.2K 0.05% 281
2021
Q4 		$1.72M Buy
+17,940
New +$1.84M 0.03% 318

Other funds holding XOP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Congress Wealth Management's XOP Position: Q2 2025 in Review

Congress Wealth Management increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 4.7% in Q2 2025, buying an estimated $49.3K and bringing the position to 9,202 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #672.

Congress Wealth Management first reported a position in XOP in Q4 2021 and has held it in 15 quarters since. The position peaked at $19.6M in Q1 2024. 348 funds tracked by Wall St. Rank hold XOP as of Q2 2025.

  • Congress Wealth Management held 9,202 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $1.16M as of Q2 2025.
  • Congress Wealth Management bought 411 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $49.3K.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #672 holding.
  • Congress Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $19.6M in Q1 2024.
  • 348 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.