State Street’s XP XP Stock Holding History

State Street’s Portfolio XP Stock Details XP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$158M	Sell	9,695,792 -68,187	-0.7%	-$1.22M	﹤0.01%	1200
2026 Q1	$186M	Buy	9,763,979 +260,972	+3%	+$5.04M	0.01%	981
2025 Q4	$156M	Buy	9,503,007 +144,938	+2%	+$2.55M	0.01%	1098
2025 Q3	$176M	Sell	9,358,069 -338,795	-3%	-$6.08M	0.01%	1014
2025 Q2	$196M	Buy	9,696,864 +125,818	+1%	+$2.17M	0.01%	932
2025 Q1	$132M	Sell	9,571,046 -42,549	-0.4%	-$586K	0.01%	1125
2024 Q4	$114M	Buy	9,613,595 +844,920	+10%	+$13.3M	﹤0.01%	1268
2024 Q3	$157M	Buy	8,768,675 +4,533,899	+107%	+$82.7M	0.01%	1069
2024 Q2	$74.5M	Buy	4,234,776 +502,835	+13%	+$10.4M	﹤0.01%	1446
2024 Q1	$95.8M	Buy	3,731,941 +25,283	+0.7%	+$634K	﹤0.01%	1337
2023 Q4	$96.6M	Buy	3,706,658 +156,061	+4%	+$3.56M	﹤0.01%	1308
2023 Q3	$81.8M	Buy	3,550,597 +101,811	+3%	+$2.55M	﹤0.01%	1313
2023 Q2	$80.9M	Buy	3,448,786 +2,982,658	+640%	+$50.6M	﹤0.01%	1361
2023 Q1	$5.53M	Buy	466,128 +64,676	+16%	+$922K	﹤0.01%	2956
2022 Q4	$6.16M	Sell	401,452 -16,300	-4%	-$285K	﹤0.01%	2950
2022 Q3	$7.94M	Buy	417,752 +16,237	+4%	+$322K	﹤0.01%	2836
2022 Q2	$7.21M	Buy	401,515 +34,488	+9%	+$794K	﹤0.01%	2907
2022 Q1	$11M	Buy	367,027 +7,700	+2%	+$240K	﹤0.01%	2770
2021 Q4	$10.3M	Buy	359,327 +161,479	+82%	+$5.26M	﹤0.01%	2893
2021 Q3	$7.95M	Buy	197,848 +7,269	+4%	+$325K	﹤0.01%	3004
2021 Q2	$8.3M	Hold	190,579	–	–	﹤0.01%	3004
2021 Q1	$7.18M	Buy	190,579 +88,013	+86%	+$3.76M	﹤0.01%	2890
2020 Q4	$4.07M	Buy	102,566 +46,975	+85%	+$1.92M	﹤0.01%	3061
2020 Q3	$2.32M	Buy	+55,591	New	+$2.54M	﹤0.01%	3138

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street's XP Position: Q2 2026 in Review

State Street reduced its XP (XP) stake by 0.7% in Q2 2026, selling an estimated $1.22M and leaving 9,695,792 shares worth $158M. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

State Street first reported a position in XP in Q3 2020 and has held it in 24 quarters since. The position peaked at $196M in Q2 2025. 321 funds tracked by Wall St. Rank hold XP as of Q2 2026.

State Street held 9,695,792 shares of XP worth $158M as of Q2 2026.
State Street sold 68,187 XP shares in Q2 2026, an estimated $1.22M.
XP made up ﹤0.01% of State Street's portfolio in Q2 2026, its #1200 holding.
State Street first reported a position in XP in Q3 2020 and has held it in 24 quarters since.
State Street's XP position peaked at $196M in Q2 2025.
321 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.