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 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

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

Ehrlich Financial Group's XOP Position: Q2 2026 in Review

Ehrlich Financial Group opened a new position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2026: 4,379 shares worth $676K. The stake represents 0.35% of the portfolio and ranks #68 among its holdings. This is a return to the name: Ehrlich Financial Group previously reported a position in XOP as recently as Q2 2024.

Ehrlich Financial Group first reported a position in XOP in Q2 2024 and has held it in 2 quarters since. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Ehrlich Financial Group held 4,379 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $676K as of Q2 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF was a new Ehrlich Financial Group position in Q2 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.35% of Ehrlich Financial Group's portfolio in Q2 2026, its #68 holding.
Ehrlich Financial Group first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2024 and has held it in 2 quarters since.
388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.