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

MGB 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
2025 Q4	$94.7K	Sell	750 -256	-25%	-$33.2K	0.03%	249
2025 Q3	$133K	Buy	1,006 +1	+0.1%	+$129	0.04%	239
2025 Q2	$126K	Buy	1,005 +2	+0.2%	+$240	0.04%	232
2025 Q1	$132K	Buy	1,003 +1	+0.1%	+$134	0.05%	222
2024 Q4	$133K	Buy	1,002 +252	+34%	+$34.5K	0.04%	214
2024 Q3	$98.6K	Sell	750 -400	-35%	-$55.3K	0.04%	215
2024 Q2	$168K	Hold	1,150	–	–	0.06%	196
2024 Q1	$177K	Sell	1,150 -175	-13%	-$24.2K	0.07%	187
2023 Q4	$182K	Buy	+1,325	New	+$186K	0.09%	178

Other funds holding XOP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

MGB Wealth Management's XOP Position: Q4 2025 in Review

MGB Wealth Management reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 25% in Q4 2025, selling an estimated $33.2K and leaving 750 shares worth $94.7K. The position accounts for 0.03% of the portfolio, ranked #249.

MGB Wealth Management first reported a position in XOP in Q4 2023 and has held it in 9 quarters since. The position peaked at $182K in Q4 2023. 318 funds tracked by Wall St. Rank hold XOP as of Q4 2025.

MGB Wealth Management held 750 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $94.7K as of Q4 2025.
MGB Wealth Management sold 256 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2025, an estimated $33.2K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.03% of MGB Wealth Management's portfolio in Q4 2025, its #249 holding.
MGB Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $182K in Q4 2023.
318 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.