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

Lowe Wealth 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
2025
Q3 		$80.9K Hold
612
– – 0.03% 114
2025
Q2 		$77K Sell
612
-644
-51% -$77.2K 0.03% 111
2025
Q1 		$165K Buy
1,256
+139
+12% +$18.6K 0.07% 57
2024
Q4 		$148K Buy
1,117
+40
+4% +$5.47K 0.06% 63
2024
Q3 		$142K Hold
1,077
– – 0.06% 62
2024
Q2 		$157K Sell
1,077
-288
-21% -$43.6K 0.07% 54
2024
Q1 		$211K Buy
1,365
+540
+65% +$74.8K 0.1% 48
2023
Q4 		$113K Buy
825
+115
+16% +$16.2K 0.06% 73
2023
Q3 		$105K Buy
710
+595
+517% +$85.2K 0.06% 74
2023
Q2 		$14.8K Hold
115
– – 0.01% 186
2023
Q1 		$14.7K Sell
115
-475
-81% -$63.1K 0.01% 175
2022
Q4 		$80.2K Hold
590
– – 0.04% 83
2022
Q3 		$74K Buy
590
+500
+556% +$66K 0.04% 79
2022
Q2 		$11K Sell
90
-8,435
-99% -$1.18M 0.01% 184
2022
Q1 		$1.15M Buy
8,525
+7,495
+728% +$863K 0.52% 22
2021
Q4 		$99K Buy
1,030
+425
+70% +$43.5K 0.04% 70
2021
Q3 		$59K Buy
605
+90
+17% +$7.66K 0.03% 83
2021
Q2 		$50K Buy
515
+465
+930% +$40.6K 0.02% 95
2021
Q1 		$4K Buy
+50
New +$3.82K ﹤0.01% 226

Other funds holding XOP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Lowe Wealth Advisors's XOP Position: Q3 2025 in Review

Lowe Wealth Advisors held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q3 2025 at 612 shares worth $80.9K. The position accounts for 0.03% of the portfolio, ranked #114.

Lowe Wealth Advisors first reported a position in XOP in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q1 2022. 334 funds tracked by Wall St. Rank hold XOP as of Q3 2025.

  • Lowe Wealth Advisors held 612 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $80.9K as of Q3 2025.
  • Lowe Wealth Advisors left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q3 2025.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.03% of Lowe Wealth Advisors's portfolio in Q3 2025, its #114 holding.
  • Lowe Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2021 and has held it in 19 quarters since.
  • Lowe Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.15M in Q1 2022.
  • 334 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.