Ground Swell Capital’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Ground Swell Capital’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	$247K	Buy	+1,356	New	+$204K	0.49%	45
2025 Q1	–	Sell	-8,714	Closed	-$1.15M	–	277
2024 Q4	$1.15M	Buy	+8,714	New	+$1.19M	1.73%	9
2024 Q3	–	Sell	-6,420	Closed	-$934K	–	281
2024 Q2	$934K	Buy	+6,420	New	+$971K	0.72%	16
2022 Q2	–	Sell	-3,033	Closed	-$408K	–	190
2022 Q1	$408K	Buy	+3,033	New	+$349K	1.05%	12
2021 Q1	–	Sell	-4,273	Closed	-$250K	–	143
2020 Q4	$250K	Buy	+4,273	New	+$217K	0.96%	34

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

Ground Swell Capital's XOP Position: Q1 2026 in Review

Ground Swell Capital opened a new position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2026: 1,356 shares worth $247K. The stake represents 0.49% of the portfolio and ranks #45 among its holdings. This is a return to the name: Ground Swell Capital previously reported a position in XOP as recently as Q4 2024.

Ground Swell Capital first reported a position in XOP in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.15M in Q4 2024. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Ground Swell Capital held 1,356 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $247K as of Q1 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF was a new Ground Swell Capital position in Q1 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.49% of Ground Swell Capital's portfolio in Q1 2026, its #45 holding.
Ground Swell Capital first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2020 and has held it in 5 quarters since.
Ground Swell Capital's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.15M 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 Ground Swell Capital's 13F filing for Q1 2026, filed 21 Apr 2026.