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 473 institutions that hold shares in the stock, with a total of 25.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
90
shares
|
$11,549
0.0% of portfolio
|
Q2 2022
Reduced 99.29%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
82
shares
|
$10,523
0.02% of portfolio
|
Q1 2023
Reduced 6.82%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
76
shares
|
$9,753
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
72
shares
|
$9,239
0.0% of portfolio
|
Q4 2023
Reduced 53.85%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
66
shares
|
$8,469
0.0% of portfolio
|
Q2 2022
Reduced 49.62%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
62
shares
|
$7,956
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
59
shares
|
$7,571
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
59
shares
|
$7,571
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
49
shares
|
$6,288
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
47
shares
|
$6,031
0.0% of portfolio
|
Q1 2024
Reduced 44.05%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
40
shares
|
$5,133
0.0% of portfolio
|
Q2 2022
Added 3.83%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
38
shares
|
$4,876
0.0% of portfolio
|
Q2 2024
Added 2.7%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
37
shares
|
$4,748
0.0% of portfolio
|
Q4 2022
Added 2.78%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
36
shares
|
$4,619
0.0% of portfolio
|
Q3 2023
Reduced 57.14%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
36
shares
|
$4,619
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
34
shares
|
$4,363
0.0% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
30
shares
|
$3,849
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
30
shares
|
$3,849
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
30
shares
|
$3,849
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Spence Asset Management
|
Oct 09, 2024 Q3 2024 |
26
shares
|
$3,336
0.0% of portfolio
|
Q3 2024
Reduced 99.94%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
24
shares
|
$3,079
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
23
shares
|
$2,951
0.0% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
20
shares
|
$2,566
0.0% of portfolio
|
Q3 2024
Reduced 98.84%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
20
shares
|
$2,566
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
20
shares
|
$2,566
0.0% of portfolio
|
Q3 2024
New holding
|