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

Insight Wealth Strategies’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
2025 Q4	–	Sell	-1,517	Closed	-$201K	–	186
2025 Q3	$201K	Sell	1,517 -203	-12%	-$26.2K	0.02%	169
2025 Q2	$218K	Sell	1,720 -77,663	-98%	-$9.31M	0.03%	165
2025 Q1	$10.5M	Buy	79,383 +15,479	+24%	+$2.08M	1.41%	20
2024 Q4	$8.46M	Buy	63,904 +1,578	+3%	+$216K	1.13%	23
2024 Q3	$8.2M	Buy	62,326 +6,438	+12%	+$889K	1.08%	24
2024 Q2	$8.13M	Buy	55,888 +147	+0.3%	+$22.2K	1.16%	24
2024 Q1	$8.64M	Buy	55,741 +7,835	+16%	+$1.09M	1.27%	21
2023 Q4	$6.56M	Buy	+47,906	New	+$6.74M	1.06%	23

Other funds holding XOP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

Insight Wealth Strategies's XOP Position: Q4 2025 in Review

Insight Wealth Strategies sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2025, closing a stake of 1,517 shares — an estimated $201K sold.

Insight Wealth Strategies first reported a position in XOP in Q4 2023 and held it in 8 quarters. The position peaked at $10.5M in Q1 2025. 319 funds tracked by Wall St. Rank hold XOP as of Q4 2025.

Insight Wealth Strategies reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2025 after selling out during the quarter.
Insight Wealth Strategies sold 1,517 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2025, an estimated $201K.
Insight Wealth Strategies first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2023 and held it in 8 quarters.
Insight Wealth Strategies's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $10.5M in Q1 2025.
319 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2025.

Based on Insight Wealth Strategies's 13F filing for Q4 2025, filed 2 Jan 2026.