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 |
|---|---|---|---|---|---|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
2,272
shares
|
$291,565
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,228
shares
|
$285,919
0.02% of portfolio
|
Q4 2022
Reduced 33.31%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,199
shares
|
$282,197
0.01% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
2,189
shares
|
$280,914
0.01% of portfolio
|
Q3 2024
Reduced 83.31%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
2,081
shares
|
$267,054
0.14% of portfolio
|
Q4 2023
Reduced 2.3%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
2,050
shares
|
$263,076
0.05% of portfolio
|
Q1 2024
Added 28.13%
|
|
|
Fiduciary Counselling Inc
|
Nov 08, 2024 Q3 2024 |
2,022
shares
|
$259,483
0.68% of portfolio
|
Q1 2022
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
2,013
shares
|
$258,328
0.05% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
1,977
shares
|
$253,708
0.11% of portfolio
|
Q4 2022
Reduced 54.07%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
1,960
shares
|
$251,526
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
1,943
shares
|
$249,345
0.06% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,917
shares
|
$246,008
0.0% of portfolio
|
Q3 2024
Reduced 46.08%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
1,915
shares
|
$245,751
0.05% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
1,852
shares
|
$237,667
0.02% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
1,833
shares
|
$235,228
0.02% of portfolio
|
Q3 2024
Reduced 17.51%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,800
shares
|
$230,994
0.02% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
1,780
shares
|
$228,427
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
1,759
shares
|
$225,732
0.0% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,744
shares
|
$223,807
0.02% of portfolio
|
Q3 2024
Added 2256.76%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,743
shares
|
$223,679
0.0% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
1,721
shares
|
$220,855
0.05% of portfolio
|
Q1 2024
Added 2.02%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,702
shares
|
$218,417
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,695
shares
|
$217,519
0.02% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,693
shares
|
$217,262
0.0% of portfolio
|
Q3 2024
Added 3035.19%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,670
shares
|
$214,311
0.01% of portfolio
|
Q3 2022
Added 4.38%
|