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

Waverly 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	$1.74M	Buy	11,304 +8,191	+263%	+$1.37M	0.01%	728
2026 Q1	$566K	Buy	3,113 +452	+17%	+$68.1K	﹤0.01%	1025
2025 Q4	$336K	Sell	2,661 -25	-0.9%	-$3.24K	﹤0.01%	1163
2025 Q3	$355K	Buy	2,686 +801	+42%	+$103K	﹤0.01%	980
2025 Q2	$237K	Sell	1,885 -217	-10%	-$26K	﹤0.01%	1065
2025 Q1	$277K	Sell	2,102 -109	-5%	-$14.6K	﹤0.01%	944
2024 Q4	$293K	Buy	+2,211	New	+$302K	﹤0.01%	828
2015 Q3	–	Sell	-400	Closed	-$75K	–	455
2015 Q2	$75K	Hold	400	–	–	0.05%	94
2015 Q1	$83K	Buy	+400	New	+$77.6K	0.04%	83

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

Waverly Advisors's XOP Position: Q2 2026 in Review

Waverly Advisors increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 263% in Q2 2026, buying an estimated $1.37M and bringing the position to 11,304 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #728.

Waverly Advisors first reported a position in XOP in Q1 2015 and has held it in 9 quarters since. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Waverly Advisors held 11,304 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $1.74M as of Q2 2026.
Waverly Advisors bought 8,191 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $1.37M.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #728 holding.
Waverly Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2015 and has held it in 9 quarters since.
388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.