SWM
XOP icon

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

SFG Wealth 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
Q2 		– Sell
-2,069
Closed -$376K – 125
2026
Q1 		$376K Buy
+2,069
New +$312K 0.15% 80

Other funds holding XOP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SFG Wealth Management's XOP Position: Q2 2026 in Review

SFG Wealth Management sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2026, closing a stake of 2,069 shares — an estimated $376K sold.

SFG Wealth Management first reported a position in XOP in Q1 2026 and held it in 1 quarter. The position peaked at $376K in Q1 2026. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

  • SFG Wealth Management reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q2 2026 after selling out during the quarter.
  • SFG Wealth Management sold 2,069 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $376K.
  • SFG Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2026 and held it in 1 quarter.
  • SFG Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $376K 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 SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.