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

Fourth Dimension Wealth’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 Q1	$118K	Sell	649 -3	-0.5%	-$452	0.04%	162
2025 Q4	$82.3K	Sell	652 -3	-0.5%	-$389	0.03%	192
2025 Q3	$86.6K	Hold	655	–	–	0.03%	176
2025 Q2	$82.5K	Sell	655 -38	-5%	-$4.56K	0.03%	181
2025 Q1	$91.3K	Sell	693 -7,483	-92%	-$1M	0.04%	175
2024 Q4	$1.08M	Buy	+8,176	New	+$1.12M	0.56%	36

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fourth Dimension Wealth's XOP Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 0.46% in Q1 2026, selling an estimated $452 and leaving 649 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #162.

Fourth Dimension Wealth first reported a position in XOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2024. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Fourth Dimension Wealth held 649 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $118K as of Q1 2026.
Fourth Dimension Wealth sold 3 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $452.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.04% of Fourth Dimension Wealth's portfolio in Q1 2026, its #162 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.08M in Q4 2024.
403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.