Satovsky Asset Management’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Satovsky Asset Management’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	$11.1M	Buy	61,023 +43	+0.1%	+$6.48K	1.96%	13
2025 Q4	$7.7M	Buy	60,980 +1,371	+2%	+$178K	1.49%	13
2025 Q3	$7.88M	Buy	59,609 +1,879	+3%	+$243K	1.57%	13
2025 Q2	$7.26M	Buy	57,730 +1,065	+2%	+$128K	1.55%	13
2025 Q1	$7.46M	Sell	56,665 -1,037	-2%	-$139K	1.67%	12
2024 Q4	$7.64M	Sell	57,702 -116	-0.2%	-$15.9K	1.75%	11
2024 Q3	$7.6M	Buy	57,818 +612	+1%	+$84.6K	1.71%	12
2024 Q2	$8.32M	Buy	57,206 +359	+0.6%	+$54.3K	2%	11
2024 Q1	$8.81M	Buy	56,847 +14	+0%	+$1.94K	2.58%	10
2023 Q4	$7.78M	Sell	56,833 -286	-0.5%	-$40.2K	2.42%	10
2023 Q3	$8.45M	Buy	57,119 +4,385	+8%	+$628K	2.86%	9
2023 Q2	$6.79M	Buy	+52,734	New	+$6.61M	2.3%	10

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

Satovsky Asset Management's XOP Position: Q1 2026 in Review

Satovsky Asset Management increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 0.07% in Q1 2026, buying an estimated $6.48K and bringing the position to 61,023 shares worth $11.1M. The position accounts for 1.96% of the portfolio, ranked #13.

Satovsky Asset Management first reported a position in XOP in Q2 2023 and has held it in 12 quarters since. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Satovsky Asset Management held 61,023 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $11.1M as of Q1 2026.
Satovsky Asset Management bought 43 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $6.48K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 1.96% of Satovsky Asset Management's portfolio in Q1 2026, its #13 holding.
Satovsky Asset Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2023 and has held it in 12 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 Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.