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 474 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
533
shares
|
$77,279
0.0% of portfolio
|
Q3 2024
Added 23.09%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
512
shares
|
$74,234
0.02% of portfolio
|
Q4 2023
Reduced 6.02%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
500
shares
|
$72,495
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
500
shares
|
$72,495
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
481
shares
|
$69,740
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
454
shares
|
$65,825
0.0% of portfolio
|
Q2 2024
Reduced 82.9%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
440
shares
|
$63,795
0.0% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
410
shares
|
$59,445
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
396
shares
|
$57,416
0.01% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
395
shares
|
$57,271
0.0% of portfolio
|
Q3 2024
Reduced 99.9%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
388
shares
|
$56,256
0.0% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
350
shares
|
$50,746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
347
shares
|
$50,311
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
334
shares
|
$48,426
0.0% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
330
shares
|
$47,846
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
327
shares
|
$47,411
0.03% of portfolio
|
Q3 2024
Reduced 46.92%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
300
shares
|
$43,497
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
300
shares
|
$43,497
0.0% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
292
shares
|
$42,337
0.0% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
264
shares
|
$38,277
0.01% of portfolio
|
Q3 2024
Reduced 32.65%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
254
shares
|
$36,827
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
253
shares
|
$36,682
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
252
shares
|
$36,537
0.02% of portfolio
|
Q3 2022
Reduced 46.27%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
240
shares
|
$34,797
0.01% of portfolio
|
Q3 2024
Reduced 62.32%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
226
shares
|
$32,767
0.01% of portfolio
|
Q4 2023
New holding
|