Wealthspire Advisors (New York)’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Wealthspire Advisors (New York)’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	$532K	Sell	2,926 -320	-10%	-$48.2K	﹤0.01%	556
2025 Q4	$410K	Buy	3,246 +1,773	+120%	+$230K	﹤0.01%	680
2025 Q3	$195K	Sell	1,473 -223	-13%	-$28.8K	﹤0.01%	804
2025 Q2	$213K	Buy	+1,696	New	+$203K	﹤0.01%	771

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

Wealthspire Advisors (New York)'s XOP Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 9.9% in Q1 2026, selling an estimated $48.2K and leaving 2,926 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Wealthspire Advisors (New York) first reported a position in XOP in Q2 2025 and has held it in 4 quarters since. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Wealthspire Advisors (New York) held 2,926 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $532K as of Q1 2026.
Wealthspire Advisors (New York) sold 320 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $48.2K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #556 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2025 and has held it in 4 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 Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.