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

Optimum 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
2023 Q2	–	Sell	-500	Closed	-$3.3K	–	765
2023 Q1	$3.3K	Buy	+500	New	+$66.4K	﹤0.01%	650

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Optimum Investment Advisors's XOP Position: Q3 2025 in Review

Optimum Investment Advisors held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q3 2025 at 100 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #483.

Optimum Investment Advisors first reported a position in XOP in Q2 2022 and has held it in 14 quarters since. The position peaked at $37K in Q3 2022. 334 funds tracked by Wall St. Rank hold XOP as of Q3 2025.

Optimum Investment Advisors held 100 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $13.2K as of Q3 2025.
Optimum Investment 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 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #483 holding.
Optimum Investment Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2022 and has held it in 14 quarters since.
Optimum Investment Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $37K in Q3 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 Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.