Summit Financial’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Summit Financial’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	$206K	Sell	1,333 -7,949	-86%	-$1.33M	﹤0.01%	1522
2026 Q1	$1.69M	Buy	+9,282	New	+$1.4M	0.02%	621
2025 Q1	–	Sell	-1,545	Closed	-$205K	–	739
2024 Q4	$205K	Buy	+1,545	New	+$211K	0.01%	617
2024 Q3	–	Sell	-1,448	Closed	-$211K	–	557
2024 Q2	$211K	Buy	+1,448	New	+$219K	0.01%	472
2024 Q1	–	Sell	-2,585	Closed	-$354K	–	405
2023 Q4	$354K	Sell	2,585 -1,895	-42%	-$267K	0.02%	277
2023 Q3	$663K	Sell	4,480 -419	-9%	-$60K	0.05%	205
2023 Q2	$631K	Buy	4,899 +465	+10%	+$58.3K	0.05%	205
2023 Q1	$566K	Buy	4,434 +29	+0.7%	+$3.85K	0.05%	162
2022 Q4	$599K	Buy	4,405 +27	+0.6%	+$3.92K	0.06%	153
2022 Q3	$546K	Buy	4,378 +32	+0.7%	+$4.22K	0.05%	160
2022 Q2	$519K	Buy	4,346 +1,920	+79%	+$270K	0.05%	152
2022 Q1	$326K	Buy	+2,426	New	+$279K	0.03%	212

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

Summit Financial's XOP Position: Q2 2026 in Review

Summit Financial reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 86% in Q2 2026, selling an estimated $1.33M and leaving 1,333 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Summit Financial first reported a position in XOP in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.69M in Q1 2026. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Summit Financial held 1,333 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $206K as of Q2 2026.
Summit Financial sold 7,949 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $1.33M.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1522 holding.
Summit Financial first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2022 and has held it in 12 quarters since.
Summit Financial's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.69M 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 Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.