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 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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mount Yale Investment Advisors's XOP Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 0.17% in Q1 2026, buying an estimated $904 and bringing the position to 3,516 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #636.

Mount Yale Investment Advisors first reported a position in XOP in Q3 2025 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Mount Yale Investment Advisors held 3,516 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $639K as of Q1 2026.
Mount Yale Investment Advisors bought 6 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $904.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #636 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 3 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 Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.