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

Rothschild Investment LLC’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	$46K	Hold	253	–	–	﹤0.01%	1143
2025 Q4	$31.9K	Hold	253	–	–	﹤0.01%	1162
2025 Q3	$33.4K	Hold	253	–	–	﹤0.01%	1108
2025 Q2	$31.8K	Hold	253	–	–	﹤0.01%	897
2025 Q1	$33.3K	Hold	253	–	–	﹤0.01%	872
2024 Q4	$33.5K	Hold	253	–	–	﹤0.01%	876
2024 Q3	$33.3K	Hold	253	–	–	﹤0.01%	874
2024 Q2	$36.8K	Hold	253	–	–	﹤0.01%	824
2024 Q1	$39.2K	Hold	253	–	–	﹤0.01%	782
2023 Q4	$34.6K	Buy	+253	New	+$35.6K	﹤0.01%	734

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

Rothschild Investment LLC's XOP Position: Q1 2026 in Review

Rothschild Investment LLC held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q1 2026 at 253 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Rothschild Investment LLC first reported a position in XOP in Q4 2023 and has held it in 10 quarters since. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Rothschild Investment LLC held 253 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $46K as of Q1 2026.
Rothschild Investment LLC left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q1 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1143 holding.
Rothschild Investment LLC first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2023 and has held it in 10 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 Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.