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

Transamerica Financial Advisors’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 		$531K Sell
3,444
-681
-17% -$114K 0.05% 279
2026
Q1 		$750K Sell
4,125
-840
-17% -$127K 0.06% 243
2025
Q4 		$627K Buy
4,965
+109
+2% +$14.1K 0.05% 252
2025
Q3 		$642K Buy
4,856
+140
+3% +$18.1K 0.05% 222
2025
Q2 		$593K Sell
4,716
-65
-1% -$7.79K 0.06% 187
2025
Q1 		$630K Buy
4,781
+229
+5% +$30.7K 0.06% 188
2024
Q4 		$603K Buy
4,552
+163
+4% +$22.3K 0.06% 186
2024
Q3 		$578K Sell
4,389
-6,189
-59% -$855K 0.06% 189
2024
Q2 		$1.54M Hold
10,578
– – 0.16% 109
2024
Q1 		$1.64M Buy
10,578
+124
+1% +$17.2K 0.17% 113
2023
Q4 		$1.43M Buy
10,454
+627
+6% +$88.2K 0.2% 85
2023
Q3 		$1.45M Buy
9,827
+4,221
+75% +$605K 0.2% 87
2023
Q2 		$723K Sell
5,606
-12
-0.2% -$1.5K 0.09% 154
2023
Q1 		$717K Buy
5,618
+402
+8% +$53.4K 0.09% 151
2022
Q4 		$709K Buy
5,216
+6
+0.1% +$870 0.1% 152
2022
Q3 		$650K Sell
5,210
-126
-2% -$16.6K 0.1% 147
2022
Q2 		$638K Buy
+5,336
New +$750K 0.09% 153
2020
Q3 		– Sell
-155
Closed -$9K – 512
2020
Q2 		$9K Buy
+155
New +$7.83K ﹤0.01% 262
2019
Q3 		– Sell
-126
Closed -$14K – 548
2019
Q2 		$14K Buy
+126
New +$14.5K ﹤0.01% 291
2019
Q1 		– Sell
-2,159
Closed -$230K – 482
2018
Q4 		$230K Sell
2,159
-107
-5% -$15K 0.06% 151
2018
Q3 		$393K Sell
2,266
-137
-6% -$23K 0.08% 144
2018
Q2 		$414K Buy
+2,403
New +$387K 0.09% 129
2015
Q4 		– Sell
-50
Closed -$7K – 875
2015
Q3 		$7K Hold
50
– – ﹤0.01% 627
2015
Q2 		$10K Hold
50
– – ﹤0.01% 638
2015
Q1 		$11K Buy
+50
New +$9.7K ﹤0.01% 612

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

Transamerica Financial Advisors's XOP Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 17% in Q2 2026, selling an estimated $114K and leaving 3,444 shares worth $531K. The position accounts for 0.05% of the portfolio, ranked #279.

Transamerica Financial Advisors first reported a position in XOP in Q1 2015 and has held it in 25 quarters since. The position peaked at $1.64M in Q1 2024. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

  • Transamerica Financial Advisors held 3,444 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $531K as of Q2 2026.
  • Transamerica Financial Advisors sold 681 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $114K.
  • State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.05% of Transamerica Financial Advisors's portfolio in Q2 2026, its #279 holding.
  • Transamerica Financial Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2015 and has held it in 25 quarters since.
  • Transamerica Financial Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $1.64M in Q1 2024.
  • 388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.