Institute for Wealth Management’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Institute for Wealth Management’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	$64.9K	Buy	+421	New	+$70.4K	0.01%	804
2020 Q1	–	Sell	-225	Closed	-$21K	–	689
2019 Q4	$21K	Buy	+225	New	+$19.5K	﹤0.01%	564

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

Institute for Wealth Management's XOP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2026: 421 shares worth $64.9K. The stake represents 0.01% of the portfolio and ranks #804 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in XOP as recently as Q4 2019.

Institute for Wealth Management first reported a position in XOP in Q4 2019 and has held it in 2 quarters since. 392 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Institute for Wealth Management held 421 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $64.9K as of Q2 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF was a new Institute for Wealth Management position in Q2 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #804 holding.
Institute for Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2019 and has held it in 2 quarters since.
392 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.