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 Q2	$297K	Sell	1,925 -948	-33%	-$159K	0.01%	837
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

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

Independent Advisor Alliance's XOP Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 33% in Q2 2026, selling an estimated $159K and leaving 1,925 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #837.

Independent Advisor Alliance first reported a position in XOP in Q4 2024 and has held it in 4 quarters since. The position peaked at $536K in Q4 2024. 392 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Independent Advisor Alliance held 1,925 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $297K as of Q2 2026.
Independent Advisor Alliance sold 948 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $159K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #837 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 4 quarters since.
Independent Advisor Alliance's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $536K in Q4 2024.
392 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.