Plan Group Financial’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Plan Group Financial’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 Q3	$330K	Buy	+1,650	New	+$294K	0.06%	166

Other funds holding XOP

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Plan Group Financial's XOP Position: Q3 2026 in Review

Plan Group Financial opened a new position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2026: 1,650 shares worth $330K. The stake represents 0.06% of the portfolio and ranks #166 among its holdings.

82 funds tracked by Wall St. Rank hold XOP as of Q3 2026.

Plan Group Financial held 1,650 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $330K as of Q3 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF was a new Plan Group Financial position in Q3 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.06% of Plan Group Financial's portfolio in Q3 2026, its #166 holding.
82 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.