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Investment Planning Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Investment Planning Advisors’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 		– Sell
-28,402
Closed -$5.16M – 121
2026
Q1 		$5.16M Buy
+28,402
New +$4.28M 1.42% 15

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

Investment Planning Advisors's XOP Position: Q2 2026 in Review

Investment Planning Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2026, closing a stake of 28,402 shares — an estimated $5.16M sold.

Investment Planning Advisors first reported a position in XOP in Q1 2026 and held it in 1 quarter. The position peaked at $5.16M in Q1 2026. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

  • Investment Planning Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2026 after selling out during the quarter.
  • Investment Planning Advisors sold 28,402 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $5.16M.
  • Investment Planning Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2026 and held it in 1 quarter.
  • Investment Planning Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $5.16M 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 Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.