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

Summit Securities Group’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	$3.41M	Buy	+22,117	New	+$3.7M	0.33%	48
2025 Q4	–	Sell	-64,664	Closed	-$8.55M	–	1282
2025 Q3	$8.55M	Buy	64,664 +64,564	+64,564%	+$8.34M	1.77%	7
2025 Q2	$12.6K	Buy	+100	New	+$12K	﹤0.01%	839
2024 Q1	–	Sell	-4,200	Closed	-$575K	–	960
2023 Q4	$575K	Buy	+4,200	New	+$591K	0.05%	179
2023 Q1	–	Sell	-35,100	Closed	-$4.77M	–	1361
2022 Q4	$4.77M	Buy	35,100 +32,800	+1,426%	+$4.76M	0.18%	82
2022 Q3	$287K	Sell	2,300 -10,100	-81%	-$1.33M	0.02%	356
2022 Q2	$1.48M	Buy	+12,400	New	+$1.74M	0.18%	93
2022 Q1	–	Sell	-25,000	Closed	-$2.4M	–	1405
2021 Q4	$2.4M	Buy	25,000 +13,400	+116%	+$1.37M	0.11%	143
2021 Q3	$1.12M	Buy	11,600 +4,400	+61%	+$374K	0.09%	242
2021 Q2	$696K	Buy	+7,200	New	+$629K	0.06%	315
2019 Q3	–	Sell	-2,450	Closed	-$267K	–	431
2019 Q2	$267K	Buy	+2,450	New	+$283K	0.03%	279

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 Securities Group's XOP Position: Q2 2026 in Review

Summit Securities Group opened a new position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q2 2026: 22,117 shares worth $3.41M. The stake represents 0.33% of the portfolio and ranks #48 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in XOP as recently as Q3 2025.

Summit Securities Group first reported a position in XOP in Q2 2019 and has held it in 11 quarters since. The position peaked at $8.55M in Q3 2025. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Summit Securities Group held 22,117 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $3.41M as of Q2 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF was a new Summit Securities Group position in Q2 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.33% of Summit Securities Group's portfolio in Q2 2026, its #48 holding.
Summit Securities Group first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2019 and has held it in 11 quarters since.
Summit Securities Group's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $8.55M in Q3 2025.
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 Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.