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

Strategic Wealth Partners’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
2025
Q4 		– Sell
-146
Closed -$19.3K – 1565
2025
Q3 		$19.3K Hold
146
– – ﹤0.01% 743
2025
Q2 		$18.4K Buy
+146
New +$17.5K ﹤0.01% 667

Other funds holding XOP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

Strategic Wealth Partners's XOP Position: Q4 2025 in Review

Strategic Wealth Partners sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2025, closing a stake of 146 shares — an estimated $19.3K sold.

Strategic Wealth Partners first reported a position in XOP in Q2 2025 and held it in 2 quarters. The position peaked at $19.3K in Q3 2025. 318 funds tracked by Wall St. Rank hold XOP as of Q4 2025.

  • Strategic Wealth Partners reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 146 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2025, an estimated $19.3K.
  • Strategic Wealth Partners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $19.3K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.