Western Wealth Management’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Western Wealth Management’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	$232K	Sell	1,501 -124	-8%	-$20.7K	0.01%	920
2026 Q1	$295K	Sell	1,625 -4	-0.2%	-$603	0.01%	808
2025 Q4	$206K	Buy	1,629 +3	+0.2%	+$389	0.01%	800
2025 Q3	$215K	Sell	1,626 -198	-11%	-$25.6K	0.01%	713
2025 Q2	$229K	Sell	1,824 -535	-23%	-$64.1K	0.01%	642
2025 Q1	$311K	Buy	2,359 +251	+12%	+$33.7K	0.02%	524
2024 Q4	$279K	Buy	+2,108	New	+$288K	0.01%	636
2023 Q4	–	Sell	-1,454	Closed	-$215K	–	714
2023 Q3	$215K	Buy	+1,454	New	+$208K	0.02%	594
2022 Q4	–	Sell	-1,904	Closed	-$237K	–	806
2022 Q3	$237K	Sell	1,904 -1,622	-46%	-$214K	0.01%	706
2022 Q2	$421K	Buy	3,526 +286	+9%	+$40.2K	0.02%	518
2022 Q1	$436K	Sell	3,240 -2,264	-41%	-$261K	0.02%	570
2021 Q4	$528K	Buy	+5,504	New	+$564K	0.05%	312
2021 Q2	$771K	Buy	7,999 +605	+8%	+$52.8K	0.08%	261
2021 Q1	$601K	Buy	7,394 +14	+0.2%	+$1.07K	0.08%	246
2020 Q4	$432K	Buy	7,380 +481	+7%	+$24.4K	0.06%	277
2020 Q3	$291K	Sell	6,899 -60	-0.9%	-$3.02K	0.05%	340
2020 Q2	$363K	Sell	6,959 -8,839	-56%	-$446K	0.07%	278
2020 Q1	$199K	Buy	+15,798	New	+$1.05M	0.05%	344

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

Western Wealth Management's XOP Position: Q2 2026 in Review

Western Wealth Management reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 7.6% in Q2 2026, selling an estimated $20.7K and leaving 1,501 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #920.

Western Wealth Management first reported a position in XOP in Q1 2020 and has held it in 18 quarters since. The position peaked at $771K in Q2 2021. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Western Wealth Management held 1,501 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $232K as of Q2 2026.
Western Wealth Management sold 124 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q2 2026, an estimated $20.7K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #920 holding.
Western Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2020 and has held it in 18 quarters since.
Western Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $771K in Q2 2021.
388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.