Independent Advisor Alliance’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Independent Advisor Alliance’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	$522K	Buy	2,873 +778	+37%	+$117K	0.01%	1098
2025 Q4	$265K	Buy	+2,095	New	+$271K	0.01%	834
2025 Q1	–	Sell	-4,052	Closed	-$536K	–	1390
2024 Q4	$536K	Buy	+4,052	New	+$554K	0.01%	945

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

Independent Advisor Alliance's XOP Position: Q1 2026 in Review

Independent Advisor Alliance increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 37% in Q1 2026, buying an estimated $117K and bringing the position to 2,873 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #1098.

Independent Advisor Alliance first reported a position in XOP in Q4 2024 and has held it in 3 quarters since. The position peaked at $536K in Q4 2024. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Independent Advisor Alliance held 2,873 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $522K as of Q1 2026.
Independent Advisor Alliance bought 778 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $117K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1098 holding.
Independent Advisor Alliance first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2024 and has held it in 3 quarters since.
Independent Advisor Alliance's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $536K 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 Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.