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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waverly Advisors's XOP Position: Q1 2026 in Review

Waverly Advisors increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 17% in Q1 2026, buying an estimated $68.1K and bringing the position to 3,113 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Waverly Advisors first reported a position in XOP in Q1 2015 and has held it in 8 quarters since. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Waverly Advisors held 3,113 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $566K as of Q1 2026.
Waverly Advisors bought 452 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $68.1K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1025 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 8 quarters since.
403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.