SEC 13F Intelligence

Bnc Wealth Management, LLC / XOP

Bnc Wealth Management, LLC’s Spdr Series Trust Position

Does Bnc Wealth Management, LLC own Spdr Series Trust (XOP)? Not currently — the last reported position was 80.8K shares worth $10M in Q2 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q2 2022
Shares
80.8K
% of Portfolio
+5.05%
Quarters Held
3
position exited

Position History XOP

Reported value by quarter
Q4 ’21: $6MQ4 ’21Q1 ’22: $10MQ1 ’22Q2 ’22: $10MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202280.8K$10M+5.05%
Q1 202271.6K$10M+4.75%
Q4 202162.3K$6M+2.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bnc Wealth Management, LLC’s full portfolio or all institutional holders of XOP.