Fermata Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Fermata Advisors’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	–	Sell	-1,582	Closed	-$208K	–	296
2025 Q1	$208K	Sell	1,582 -414	-21%	-$55.5K	0.04%	264
2024 Q4	$264K	Sell	1,996 -17	-0.8%	-$2.33K	0.05%	217
2024 Q3	$265K	Sell	2,013 -423	-17%	-$58.4K	0.05%	199
2024 Q2	$354K	Buy	2,436 +766	+46%	+$116K	0.08%	148
2024 Q1	$259K	Buy	1,670 +183	+12%	+$25.3K	0.06%	178
2023 Q4	$204K	Buy	+1,487	New	+$209K	0.05%	176

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fermata Advisors's XOP Position: Q2 2025 in Review

Fermata Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2025, closing a stake of 1,582 shares — an estimated $208K sold.

Fermata Advisors first reported a position in XOP in Q4 2023 and held it in 6 quarters. The position peaked at $354K in Q2 2024. 348 funds tracked by Wall St. Rank hold XOP as of Q2 2025.

Fermata Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
Fermata Advisors sold 1,582 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $208K.
Fermata Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2023 and held it in 6 quarters.
Fermata Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $354K in Q2 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 Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.