Schneider Downs Wealth Management Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Schneider Downs Wealth Management 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 Q2	$364K	Hold	2,361	–	–	0.03%	123
2026 Q1	$429K	Hold	2,361	–	–	0.05%	108
2025 Q4	$298K	Hold	2,361	–	–	0.03%	126
2025 Q3	$312K	Hold	2,361	–	–	0.04%	117
2025 Q2	$297K	Buy	+2,361	New	+$283K	0.04%	117

Other funds holding XOP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's XOP Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q2 2026 at 2,361 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #123.

Schneider Downs Wealth Management Advisors first reported a position in XOP in Q2 2025 and has held it in 5 quarters since. The position peaked at $429K in Q1 2026. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Schneider Downs Wealth Management Advisors held 2,361 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $364K as of Q2 2026.
Schneider Downs Wealth Management Advisors left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q2 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #123 holding.
Schneider Downs Wealth Management Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2025 and has held it in 5 quarters since.
Schneider Downs Wealth Management Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $429K in Q1 2026.
388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.