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 451 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
4,500
shares
|
$603,045
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Canoe Financial LP
Calgary, A0 |
Oct 15, 2025 Q3 2025 |
4,488
shares
|
$601,436
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
4,351
shares
|
$583,077
0.27% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
4,327
shares
|
$579,861
0.01% of portfolio
|
Q3 2025
Reduced 24.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
4,302
shares
|
$576,511
0.0% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
4,294
shares
|
$575,438
0.0% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Oct 10, 2025 Q3 2025 |
4,199
shares
|
$562,707
0.43% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
4,176
shares
|
$559,625
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2025 Q3 2025 |
3,782
shares
|
$506,825
0.14% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
3,745
shares
|
$501,867
0.05% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,722
shares
|
$498,785
0.01% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
3,700
shares
|
$495,836
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
3,664
shares
|
$491,012
0.08% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Concorde Financial Corp
Dallas, TX |
Nov 14, 2025 Q3 2025 |
3,462
shares
|
$463,942
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
3,403
shares
|
$456,036
0.0% of portfolio
|
Q3 2025
Reduced 28.99%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,401
shares
|
$455,768
0.01% of portfolio
|
Q3 2025
Reduced 73.77%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,369
shares
|
$451,479
0.01% of portfolio
|
Q2 2025
Reduced 61.31%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,369
shares
|
$451,479
0.0% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
3,247
shares
|
$435,130
0.02% of portfolio
|
Q2 2025
Added 32.86%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,178
shares
|
$425,883
0.06% of portfolio
|
Q2 2022
Reduced 21.22%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
3,063
shares
|
$410,472
0.01% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,009
shares
|
$403,236
0.1% of portfolio
|
Q4 2022
Reduced 2.68%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
3,000
shares
|
$402,030
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Nokomis Capital, L.L.C.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$402,030
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
2,975
shares
|
$398,679
0.01% of portfolio
|
Q3 2025
Reduced 52.88%
|
|