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 470 institutions that hold shares in the stock, with a total of 27 Million shares, which have been reported (via 13F filing form) to have a value of $3.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
500
shares
|
$65,065
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
455
shares
|
$59,209
0.02% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
438
shares
|
$56,996
0.0% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
430
shares
|
$55,955
0.0% of portfolio
|
Q2 2025
Reduced 67.98%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
417
shares
|
$54,264
0.0% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
375
shares
|
$48,798
0.04% of portfolio
|
Q2 2025
Added 476.92%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
351
shares
|
$45,675
0.0% of portfolio
|
Q2 2025
Added 51.29%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
331
shares
|
$43,073
0.0% of portfolio
|
Q4 2024
Added 30.31%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
300
shares
|
$39,039
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
289
shares
|
$37,607
0.0% of portfolio
|
Q2 2025
Reduced 19.72%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
288
shares
|
$37,477
0.0% of portfolio
|
Q2 2025
Reduced 33.49%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
283
shares
|
$36,826
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
279
shares
|
$36,306
0.0% of portfolio
|
Q2 2025
Reduced 54.71%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
256
shares
|
$33,313
0.0% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
253
shares
|
$32,922
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
253
shares
|
$32,922
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
252
shares
|
$32,792
0.02% of portfolio
|
Q3 2022
Reduced 46.27%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
236
shares
|
$30,710
0.01% of portfolio
|
Q2 2025
Added 84.38%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
232
shares
|
$30,190
0.0% of portfolio
|
Q2 2025
Reduced 99.88%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
226
shares
|
$29,409
0.0% of portfolio
|
Q2 2025
Reduced 37.74%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
226
shares
|
$29,409
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
222
shares
|
$28,888
0.01% of portfolio
|
Q1 2023
Reduced 3.48%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
219
shares
|
$28,498
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
219
shares
|
$28,498
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
200
shares
|
$26,026
0.0% of portfolio
|
Q4 2020
Reduced 52.94%
|