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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
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

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
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
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Private Wealth Services's XOP Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 13% in Q1 2026, selling an estimated $138K and leaving 6,023 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #790.

Kestra Private Wealth Services first reported a position in XOP in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.38M in Q4 2024. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

  • Kestra Private Wealth Services held 6,023 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $1.1M as of Q1 2026.
  • Kestra Private Wealth Services sold 917 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $138K.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #790 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 17 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.
  • 403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.