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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
Q2 		$2.39M Buy
15,499
+462
+3% +$77.3K 0.02% 768
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Integrated Wealth Concepts's XOP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 3.1% in Q2 2026, buying an estimated $77.3K and bringing the position to 15,499 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #768.

Integrated Wealth Concepts first reported a position in XOP in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.84M in Q3 2023. 391 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

  • Integrated Wealth Concepts held 15,499 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $2.39M as of Q2 2026.
  • Integrated Wealth Concepts bought 462 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $77.3K.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #768 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 13 quarters since.
  • Integrated Wealth Concepts's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $2.84M in Q3 2023.
  • 391 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.