Institutional Ownership Spdr Ser Tr Oil & Gas Explorat (XOP)
This table provides information about the institutional ownership of Spdr Ser Tr Oil & Gas Explorat (XOP). We have compiled data on the 493 institutions that hold shares in the stock, with a total of 20.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,702
shares
|
$222,417
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,696
shares
|
$221,633
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
1,676
shares
|
$219,019
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,670
shares
|
$218,235
0.01% of portfolio
|
Q3 2022
Added 4.38%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
1,612
shares
|
$210,656
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
1,582
shares
|
$206,735
0.04% of portfolio
|
Q1 2025
Reduced 20.74%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
1,577
shares
|
$206,082
0.03% of portfolio
|
Q3 2024
Reduced 31.97%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
1,569
shares
|
$205,036
0.08% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
1,545
shares
|
$201,900
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
1,525
shares
|
$199,287
0.0% of portfolio
|
Q3 2024
Added 24.49%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,445
shares
|
$188,832
0.01% of portfolio
|
Q1 2025
Reduced 22.1%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,343
shares
|
$175,503
0.01% of portfolio
|
Q4 2024
Reduced 98.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,340
shares
|
$175,111
0.02% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,300
shares
|
$169,884
0.05% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
1,280
shares
|
$167,270
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,256
shares
|
$164,134
0.07% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,204
shares
|
$157,338
0.0% of portfolio
|
Q4 2024
Added 29.32%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,190
shares
|
$155,509
0.01% of portfolio
|
Q3 2023
Reduced 2.06%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,147
shares
|
$149,889
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,146
shares
|
$149,759
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,075
shares
|
$140,481
0.0% of portfolio
|
Q1 2025
Reduced 89.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,067
shares
|
$139,435
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
1,002
shares
|
$130,941
0.04% of portfolio
|
Q4 2024
Added 33.6%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
800
shares
|
$104,544
0.01% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
759
shares
|
$99,186
0.07% of portfolio
|
Q4 2024
Added 512.1%
|