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 472 institutions that hold shares in the stock, with a total of 28.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
20,159
shares
|
$2.93 Million
0.11% of portfolio
|
Q1 2024
Added 76.48%
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2024 Q1 2024 |
20,000
shares
|
$2.91 Million
0.34% of portfolio
|
Q1 2024
Added 31.58%
|
|
Amica Mutual Insurance CO
|
May 13, 2024 Q1 2024 |
19,606
shares
|
$2.85 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
Pettinga Financial Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
19,211
shares
|
$2.79 Million
0.77% of portfolio
|
Q1 2024
Added 3.62%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
18,851
shares
|
$2.74 Million
0.16% of portfolio
|
Q4 2023
Added 39.06%
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 15, 2024 Q1 2024 |
18,723
shares
|
$2.72 Million
1.82% of portfolio
|
Q1 2024
New holding
|
|
Y Intercept (Hong Kong) LTD
|
May 10, 2024 Q1 2024 |
18,485
shares
|
$2.69 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 14, 2024 Q1 2024 |
17,944
shares
|
$2.61 Million
1.02% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
17,816
shares
|
$2.59 Million
0.02% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
Skylands Capital, LLC
|
May 03, 2024 Q1 2024 |
17,550
shares
|
$2.55 Million
0.39% of portfolio
|
Q1 2024
New holding
|
|
Ars Investment Partners, LLC
|
May 02, 2024 Q1 2024 |
17,513
shares
|
$2.55 Million
0.3% of portfolio
|
Q1 2024
Added 13.26%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
17,084
shares
|
$2.49 Million
0.23% of portfolio
|
Q4 2022
Added 0.68%
|
|
Riggs Asset Managment Co. Inc.
|
May 03, 2024 Q1 2024 |
16,987
shares
|
$2.47 Million
0.77% of portfolio
|
Q1 2024
Added 659.7%
|
|
Crestone Asset Management LLC
|
Apr 26, 2024 Q1 2024 |
16,531
shares
|
$2.4 Million
0.52% of portfolio
|
Q1 2024
Reduced 42.21%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
16,523
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 28.47%
|
|
Rfg Holdings, Inc.
|
Apr 15, 2024 Q1 2024 |
16,333
shares
|
$2.38 Million
1.07% of portfolio
|
Q1 2024
Reduced 57.67%
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
16,236
shares
|
$2.36 Million
0.04% of portfolio
|
Q1 2024
Reduced 9.23%
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 03, 2024 Q1 2024 |
15,550
shares
|
$2.26 Million
0.46% of portfolio
|
Q4 2023
Added 13.5%
|
|
Jefferies Financial Group Inc.
New York, NY |
May 13, 2024 Q1 2024 |
15,150
shares
|
$2.2 Million
0.02% of portfolio
|
Q1 2024
Added 113.38%
|
|
Sierra Capital LLC
|
Apr 29, 2024 Q1 2024 |
15,118
shares
|
$2.2 Million
0.31% of portfolio
|
Q1 2024
Reduced 8.75%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
14,806
shares
|
$2.15 Million
0.03% of portfolio
|
Q1 2024
Added 0.3%
|
|
Sg Americas Securities, LLC
|
May 06, 2024 Q1 2024 |
14,635
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Appleton Partners Inc
|
Apr 01, 2024 Q1 2024 |
14,631
shares
|
$2.13 Million
0.18% of portfolio
|
Q1 2024
Reduced 8.14%
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2024 Q1 2024 |
14,580
shares
|
$2.12 Million
0.53% of portfolio
|
Q1 2024
Reduced 11.15%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
14,124
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2024
Reduced 62.6%
|