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

Independent Financial Group’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	$929K	Sell	6,024 -9,626	-62%	-$1.61M	0.02%	723
2026 Q1	$2.85M	Buy	15,650 +12,406	+382%	+$1.87M	0.06%	316
2025 Q4	$410K	Sell	3,244 -1,648	-34%	-$213K	0.01%	994
2025 Q3	$647K	Buy	4,892 +3,045	+165%	+$393K	0.02%	747
2025 Q2	$232K	Buy	+1,847	New	+$221K	0.01%	1152
2022 Q2	–	Sell	-10,847	Closed	-$1.46M	–	827
2022 Q1	$1.46M	Buy	+10,847	New	+$1.25M	0.12%	172

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 Financial Group's XOP Position: Q2 2026 in Review

Independent Financial Group reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 62% in Q2 2026, selling an estimated $1.61M and leaving 6,024 shares worth $929K. The position accounts for 0.02% of the portfolio, ranked #723.

Independent Financial Group first reported a position in XOP in Q1 2022 and has held it in 6 quarters since. The position peaked at $2.85M in Q1 2026. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Independent Financial Group held 6,024 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $929K as of Q2 2026.
Independent Financial Group sold 9,626 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $1.61M.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #723 holding.
Independent Financial Group first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2022 and has held it in 6 quarters since.
Independent Financial Group's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2.85M in Q1 2026.
388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.