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

Howe & Rusling’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	$6.37K	Hold	35	–	–	﹤0.01%	438
2025 Q4	$4.42K	Hold	35	–	–	﹤0.01%	447
2025 Q3	$4.63K	Hold	35	–	–	﹤0.01%	435
2025 Q2	$4.4K	Hold	35	–	–	﹤0.01%	438
2025 Q1	$4.61K	Hold	35	–	–	﹤0.01%	400
2024 Q4	$4.63K	Buy	+35	New	+$4.79K	﹤0.01%	388
2022 Q2	–	Sell	-25	Closed	-$3K	–	1174
2022 Q1	$3K	Buy	+25	New	+$2.88K	﹤0.01%	818
2015 Q4	–	Sell	-18	Closed	-$2K	–	1081
2015 Q3	$2K	Hold	18	–	–	﹤0.01%	856
2015 Q2	$3K	Sell	18 -16	-47%	-$3.27K	﹤0.01%	804
2015 Q1	$7K	Sell	34 -66	-66%	-$12.8K	﹤0.01%	569
2014 Q4	$19K	Sell	100 -2,784	-97%	-$619K	﹤0.01%	401
2014 Q3	$794K	Sell	2,884 -91	-3%	-$27.7K	0.19%	86
2014 Q2	$979K	Buy	+2,975	New	+$915K	0.22%	83
2014 Q1	–	Sell	-2,791	Closed	-$765K	–	950
2013 Q4	$765K	Buy	2,791 +552	+25%	+$151K	0.19%	89
2013 Q3	$594K	Sell	2,239 -629	-22%	-$158K	0.22%	80
2013 Q2	$667K	Buy	+2,868	New	+$679K	0.19%	90

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 $303B AUM 53.02% 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 $3.58B AUM 45.67% 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

Howe & Rusling's XOP Position: Q1 2026 in Review

Howe & Rusling held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q1 2026 at 35 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Howe & Rusling first reported a position in XOP in Q2 2013 and has held it in 16 quarters since. The position peaked at $979K in Q2 2014. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Howe & Rusling held 35 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $6.37K as of Q1 2026.
Howe & Rusling left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q1 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #438 holding.
Howe & Rusling first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2013 and has held it in 16 quarters since.
Howe & Rusling's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $979K in Q2 2014.
403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.