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

Integrated Wealth Concepts’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	$2.73M	Buy	+15,037	New	+$2.27M	0.02%	643
2025 Q4	–	Sell	-12,694	Closed	-$1.68M	–	2052
2025 Q3	$1.68M	Sell	12,694 -716	-5%	-$92.4K	0.02%	743
2025 Q2	$1.69M	Sell	13,410 -3,164	-19%	-$379K	0.02%	674
2025 Q1	$2.18M	Buy	16,574 +2,593	+19%	+$348K	0.03%	556
2024 Q4	$1.85M	Buy	13,981 +245	+2%	+$33.5K	0.02%	588
2024 Q3	$1.81M	Sell	13,736 -2,449	-15%	-$338K	0.02%	576
2024 Q2	$2.35M	Buy	16,185 +1,379	+9%	+$209K	0.03%	462
2024 Q1	$2.29M	Buy	14,806 +45	+0.3%	+$6.23K	0.03%	477
2023 Q4	$2.02M	Sell	14,761 -4,469	-23%	-$629K	0.03%	477
2023 Q3	$2.84M	Buy	19,230 +705	+4%	+$101K	0.05%	337
2023 Q2	$2.39M	Sell	18,525 -162	-0.9%	-$20.3K	0.04%	395
2023 Q1	$2.38M	Buy	+18,687	New	+$2.48M	0.05%	346

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

Integrated Wealth Concepts's XOP Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2026: 15,037 shares worth $2.73M. The stake represents 0.02% of the portfolio and ranks #643 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in XOP as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in XOP in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.84M in Q3 2023. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Integrated Wealth Concepts held 15,037 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $2.73M as of Q1 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF was a new Integrated Wealth Concepts position in Q1 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #643 holding.
Integrated Wealth Concepts first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2023 and has held it in 12 quarters since.
Integrated Wealth Concepts's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2.84M in Q3 2023.
403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.