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

Massachusetts Wealth Management’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 		$642K Buy
+3,530
New +$532K 0.28% 78
2025
Q4 		– Sell
-1,745
Closed -$231K – 97
2025
Q3 		$231K Sell
1,745
-250
-13% -$32.3K 0.11% 93
2025
Q2 		$251K Sell
1,995
-350
-15% -$42K 0.14% 89
2025
Q1 		$309K Buy
2,345
+110
+5% +$14.8K 0.21% 73
2024
Q4 		$296K Buy
+2,235
New +$306K 0.18% 81

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

Massachusetts Wealth Management's XOP Position: Q1 2026 in Review

Massachusetts Wealth Management opened a new position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q1 2026: 3,530 shares worth $642K. The stake represents 0.28% of the portfolio and ranks #78 among its holdings. This is a return to the name: Massachusetts Wealth Management previously reported a position in XOP as recently as Q3 2025.

Massachusetts Wealth Management first reported a position in XOP in Q4 2024 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

  • Massachusetts Wealth Management held 3,530 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $642K as of Q1 2026.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF was a new Massachusetts Wealth Management position in Q1 2026.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.28% of Massachusetts Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Massachusetts Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2024 and has held it in 5 quarters since.
  • 403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.