Mount Yale Investment Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Mount Yale Investment 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
2026 Q2	$577K	Buy	3,740 +224	+6%	+$37.5K	0.01%	737
2026 Q1	$639K	Buy	3,516 +6	+0.2%	+$904	0.01%	636
2025 Q4	$443K	Sell	3,510 -1,037	-23%	-$134K	0.02%	491
2025 Q3	$601K	Buy	+4,547	New	+$587K	0.04%	382

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 48.85% 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

Mount Yale Investment Advisors's XOP Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 6.4% in Q2 2026, buying an estimated $37.5K and bringing the position to 3,740 shares worth $577K. The position accounts for 0.01% of the portfolio, ranked #737.

Mount Yale Investment Advisors first reported a position in XOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $639K in Q1 2026. 391 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Mount Yale Investment Advisors held 3,740 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $577K as of Q2 2026.
Mount Yale Investment Advisors bought 224 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $37.5K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #737 holding.
Mount Yale Investment Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $639K in Q1 2026.
391 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.