Kestra Private Wealth Services’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Kestra Private Wealth Services’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	$687K	Sell	4,451 -1,572	-26%	-$263K	0.01%	1088
2026 Q1	$1.1M	Sell	6,023 -917	-13%	-$138K	0.01%	790
2025 Q4	$876K	Sell	6,940 -1,044	-13%	-$135K	0.01%	866
2025 Q3	$1.06M	Sell	7,984 -590	-7%	-$76.2K	0.01%	755
2025 Q2	$1.08M	Sell	8,574 -1,119	-12%	-$134K	0.02%	719
2025 Q1	$1.28M	Sell	9,693 -761	-7%	-$102K	0.02%	594
2024 Q4	$1.38M	Buy	10,454 +3,290	+46%	+$450K	0.02%	537
2024 Q3	$942K	Sell	7,164 -694	-9%	-$95.9K	0.02%	636
2024 Q2	$1.14M	Sell	7,858 -307	-4%	-$46.4K	0.02%	529
2024 Q1	$1.26M	Sell	8,165 -131	-2%	-$18.1K	0.03%	495
2023 Q4	$1.14M	Sell	8,296 -5	-0.1%	-$704	0.03%	491
2023 Q3	$1.23M	Buy	8,301 +716	+9%	+$103K	0.04%	406
2023 Q2	$977K	Sell	7,585 -237	-3%	-$29.7K	0.03%	448
2023 Q1	$998K	Buy	+7,822	New	+$1.04M	0.04%	406
2021 Q3	–	Sell	-11,073	Closed	-$1.07M	–	976
2021 Q2	$1.07M	Sell	11,073 -329	-3%	-$28.7K	0.07%	315
2021 Q1	$927K	Buy	11,402 +1,153	+11%	+$88K	0.06%	305
2020 Q4	$608K	Sell	10,249 -383	-4%	-$19.4K	0.04%	390
2020 Q3	$441K	Buy	+10,632	New	+$535K	0.04%	404

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

Kestra Private Wealth Services's XOP Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 26% in Q2 2026, selling an estimated $263K and leaving 4,451 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #1088.

Kestra Private Wealth Services first reported a position in XOP in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.38M in Q4 2024. 392 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Kestra Private Wealth Services held 4,451 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $687K as of Q2 2026.
Kestra Private Wealth Services sold 1,572 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $263K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1088 holding.
Kestra Private Wealth Services first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2020 and has held it in 18 quarters since.
Kestra Private Wealth Services's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.38M in Q4 2024.
392 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.