Mirabaud & Cie SA XOP — SPDR SER TR

Ownership history in Mirabaud & Cie SA  ·  8 quarters on record

AI Ownership Summary

Mirabaud & Cie SA reported SPDR SER TR (XOP) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.36% in 2026 Q1. The latest visible filing shows XOP at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XOP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mirabaud & Cie SA's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XOP was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XOP stock page Mirabaud & Cie SA fund profile Mirabaud & Cie SA full holdings
How Mirabaud & Cie SA held XOP — position size vs. price
% of Fund (quarterly)    XOP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,800 -200 -4.0% 0.36% $872K 2026-05-05 $180.59
2025 Q4 UNCHANGED — — — 5,000 — 0% 0.20% $631K 2026-01-16 $129.77
2025 Q3 UNCHANGED — — — 5,000 — 0% 0.21% $661K 2025-10-16 $121.91
2025 Q2 UNCHANGED — — — 5,000 — 0% 0.20% $629K 2025-07-08 $129.45
2025 Q1 UNCHANGED — — — 5,000 — 0% 0.22% $659K 2025-05-09 $116.06
2024 Q4 UNCHANGED — — — 5,000 — 0% 0.21% $662K 2025-01-17 $141.22
2024 Q3 UNCHANGED — — — 5,000 — 0% 0.19% $658K 2024-11-01 $124.78
2024 Q2 INITIATED — — — 5,000 — — 0.23% $685K 2024-09-30 $126.88

🏢 Other funds also holding XOP

As of 2026 Q1 — sorted by position size

Vanderbilt University 10.63% Deane Retirement Strategies, Inc. 3Y 7Y 5.85% STAPP WEALTH MANAGEMENT, PLLC 3Y 5.28% MIRAE ASSET SECURITIES (USA) INC. 4.34% ABBINGTON INVESTMENT GROUP 2.75% CREDIT INDUSTRIEL ET COMMERCIAL 2.44% Westview Management dba Westview Investment Advisors 1.94% Modus Advisors, LLC 3Y 1.83% MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 1.64% Investment Planning Advisors, Inc. 1.42%

FAQ About Mirabaud & Cie SA and XOP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mirabaud & Cie SA reported owning XOP?

Mirabaud & Cie SA reported XOP across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported XOP position in Mirabaud & Cie SA's portfolio?

The largest reported portfolio weight for XOP was 0.36% in 2026 Q1.

What is the latest reported XOP position on this page?

The most recent filing on this page is 2026 Q1, when Mirabaud & Cie SA reported 4,800 shares, equal to 0.36% of portfolio, with an estimated market value of $872K.

What does the chart on this XOP ownership page compare?

The chart compares Mirabaud & Cie SA's quarterly XOP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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