Ehrlich Financial Group’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Ehrlich Financial Group’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 Q3	–	Sell	-4,379	Closed	-$676K	–	131
2026 Q2	$676K	Buy	+4,379	New	+$733K	0.35%	68
2024 Q3	–	Sell	-3,427	Closed	-$499K	–	128
2024 Q2	$499K	Buy	+3,427	New	+$518K	0.39%	52

Other funds holding XOP

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Ehrlich Financial Group's XOP Position: Q3 2026 in Review

Ehrlich Financial Group sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2026, closing a stake of 4,379 shares — an estimated $676K sold.

Ehrlich Financial Group first reported a position in XOP in Q2 2024 and held it in 2 quarters. The position peaked at $676K in Q2 2026. 82 funds tracked by Wall St. Rank hold XOP as of Q3 2026.

Ehrlich Financial Group reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2026 after selling out during the quarter.
Ehrlich Financial Group sold 4,379 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2026, an estimated $676K.
Ehrlich Financial Group first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2024 and held it in 2 quarters.
Ehrlich Financial Group's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $676K in Q2 2026.
82 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.