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

Frisch 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	$460K	Sell	2,985 -168	-5%	-$28.1K	0.08%	115
2026 Q1	$573K	Sell	3,153 -18,341	-85%	-$2.76M	0.12%	96
2025 Q4	$2.71M	Sell	21,494 -358	-2%	-$46.4K	0.61%	31
2025 Q3	$2.89M	Sell	21,852 -558	-2%	-$72K	0.67%	29
2025 Q2	$2.82M	Sell	22,410 -19,680	-47%	-$2.36M	0.69%	28
2025 Q1	$5.54M	Sell	42,090 -74	-0.2%	-$9.93K	1.56%	21
2024 Q4	$5.58M	Sell	42,164 -438	-1%	-$59.9K	1.69%	19
2024 Q3	$5.6M	Buy	+42,602	New	+$5.89M	1.69%	18

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

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

Frisch Financial Group reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 5.3% in Q2 2026, selling an estimated $28.1K and leaving 2,985 shares worth $460K. The position accounts for 0.08% of the portfolio, ranked #115.

Frisch Financial Group first reported a position in XOP in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.6M in Q3 2024. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Frisch Financial Group held 2,985 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $460K as of Q2 2026.
Frisch Financial Group sold 168 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $28.1K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.08% of Frisch Financial Group's portfolio in Q2 2026, its #115 holding.
Frisch Financial Group first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2024 and has held it in 8 quarters since.
Frisch Financial Group's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $5.6M in Q3 2024.
388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.