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

HB Wealth Management’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	$777K	Hold	5,034	–	–	﹤0.01%	866
2026 Q1	$915K	Sell	5,034 -4,956	-50%	-$747K	0.01%	699
2025 Q4	$1.26M	Buy	9,990 +16	+0.2%	+$2.07K	0.01%	553
2025 Q3	$1.32M	Buy	9,974 +6	+0.1%	+$775	0.01%	536
2025 Q2	$1.25M	Buy	+9,968	New	+$1.2M	0.01%	474

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

HB Wealth Management's XOP Position: Q2 2026 in Review

HB Wealth Management held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q2 2026 at 5,034 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

HB Wealth Management first reported a position in XOP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q3 2025. 392 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

HB Wealth Management held 5,034 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $777K as of Q2 2026.
HB Wealth Management left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q2 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #866 holding.
HB Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2025 and has held it in 5 quarters since.
HB Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.32M in Q3 2025.
392 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.