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

Copia 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 Q2	$89K	Hold	577	–	–	0.05%	157
2026 Q1	$105K	Buy	577 +135	+31%	+$20.3K	0.07%	140
2025 Q4	$55.8K	Hold	442	–	–	0.04%	197
2025 Q3	$58.4K	Buy	442 +67	+18%	+$8.65K	0.04%	179
2025 Q2	$47.2K	Buy	375 +310	+477%	+$37.2K	0.04%	174
2025 Q1	$8.56K	Sell	65 -23	-26%	-$3.09K	0.01%	293
2024 Q4	$11.6K	Buy	+88	New	+$12K	0.01%	249

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

Copia Wealth Management's XOP Position: Q2 2026 in Review

Copia Wealth Management held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q2 2026 at 577 shares worth $89K. The position accounts for 0.05% of the portfolio, ranked #157.

Copia Wealth Management first reported a position in XOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $105K in Q1 2026. 393 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Copia Wealth Management held 577 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $89K as of Q2 2026.
Copia Wealth Management left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q2 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.05% of Copia Wealth Management's portfolio in Q2 2026, its #157 holding.
Copia Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $105K in Q1 2026.
393 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.