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Disclosery

XOP SPDR SERIES TRUST

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S&P OILGAS EXP (fund)

381 managers (382 13F filers) reported a position in XOP shares at 2024-12-31, 20,349,355 shares in all. 61 filers opened a position and 58 filers sold out during the quarter.

Managers
381
13F filers
382
New
61
Added
89
Reduced
130
Sold out
58
Shares held by filers
20,349,355

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kovack Advisors, Inc.3,533$468K0.05%new13F-HRTimeline
Concorde Financial Corp3,462$458K0.27%013F-HRTimeline
WHITTIER TRUST CO3,385$448K0.01%013F-HRTimeline
J. Goldman & Co LP3,372$446K0.02%+313F-HRTimeline
Belpointe Asset Management LLC3,192$445K0.03%-7513F-HRTimeline
Focus Financial Network, Inc.3,311$438K0.02%+10613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,283$435K0.03%+1913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,275$434K<0.01%+45013F-HRTimelineGroup
Waldron Private Wealth LLC3,247$430K0.02%013F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC3,179$421K0.01%new13F-HRTimelineGroup
ERn Financial, LLC3,145$416K0.06%+10513F-HRTimeline
FCA CORP /TX3,084$408K0.13%+2713F-HRTimeline
Rokos Capital Management LLPin group Rokos Capital Management LLP2,969$393K0.01%-17,67513F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,815$373K<0.01%-1813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,802$371K0.02%-47113F-HRTimelineGroup
Octavia Wealth Advisors, LLC2,718$360K0.04%-3913F-HRTimeline
Key Client Fiduciary Advisors, LLC2,700$357K0.16%013F-HRTimeline
Cladis Investment Advisory, LLC2,662$352K0.25%013F-HRTimeline
GROUP ONE TRADING LLC2,619$347K0.01%new13F-HR/ATimeline
Rossby Financial, LCC2,605$345K0.22%13F-HRTimeline
SIG BROKERAGE, LP2,591$343K0.16%13F-HRTimeline
Advisory Alpha, LLC2,571$340K0.01%-9813F-HRTimeline
Willis Johnson & Associates, Inc.2,548$337K0.03%+71513F-HRTimeline
Founders Financial Alliance, LLC2,530$335K0.09%013F-HRTimeline
WATERS PARKERSON & CO., LLC2,500$331K0.02%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,412$319K0.02%new13F-HRTimeline
Trexquant Investment LP2,394$317K<0.01%-1,63613F-HRTimeline
IHT Wealth Management, LLC2,371$314K0.01%+17213F-HRTimeline
Parallel Advisors, LLC2,358$312K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC2,301$305K0.05%-413F-HRTimeline
Amica Retiree Medical Trust2,272$301K0.29%013F-HRTimeline
Massachusetts Wealth Management2,235$296K0.18%new13F-HRTimeline
Belvedere Trading LLC2,219$294K0.02%new13F-HRTimeline
Waverly Advisors, LLC2,211$293K<0.01%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…2,185$286K<0.01%-13513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,013$280K0.06%+7013F-HRTimeline
Western Wealth Management, LLC2,108$279K0.02%new13F-HR/ATimeline
DORCHESTER WEALTH MANAGEMENT Co2,050$271K0.05%013F-HRTimeline
Perennial Investment Advisors, LLC2,045$271K0.03%-66813F-HRTimeline
Sunbeam Capital Management, LLC2,026$268K0.25%13F-HR/ATimeline
FIDUCIARY COUNSELLING INC2,022$268K0.72%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prairie Wealth Advisors, Inc.2,017$267K0.13%-41013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,010$266K<0.01%-58313F-HRTimelineGroup
Fermata Advisors, LLC1,996$264K0.05%-1713F-HRTimeline
FIRST MANHATTAN CO. LLC.1,977$262K<0.01%new13F-HRTimeline
Walkner Condon Financial Advisors LLC1,960$259K0.05%013F-HRTimeline
INSIGHT 2811, INC.1,949$258K0.13%-13213F-HRTimeline
Mascagni Wealth Management, Inc.1,957$258K0.26%13F-HR/ATimeline
Crestmont Private Wealth LLC1,904$252K0.11%-7313F-HRTimeline
Convergence Financial, LLC1,887$250K0.05%-2813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,864$247K0.03%+1213F-HRTimeline
AdvisorNet Financial, Inc1,855$246K0.02%+55013F-HRTimeline
Hexagon Capital Partners LLC1,835$243K0.04%+1,82513F-HRTimeline
Marex Group Ltdin group Marex Group Ltd1,828$242K<0.01%-2,96613F-HRTimelineGroup
COMERICA BANK1,792$237K<0.01%-3,33313F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,744$231K0.01%013F-HRTimelineGroup
IEQ CAPITAL, LLC1,743$231K<0.01%013F-HRTimeline
Cresset Asset Management, LLC1,725$228K<0.01%new13F-HRTimeline
Tyche Wealth Partners LLC1,721$228K0.05%013F-HRTimeline
Cornerstone Wealth Management, LLC1,696$224K0.02%+113F-HRTimeline
Edgestream Partners, L.P.1,676$222K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,670$221K0.01%013F-HRTimeline
Burford Brothers, Inc.1,612$213K0.1%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,569$208K0.08%new13F-HRTimeline
NorthCoast Asset Management LLC1,569$208K<0.01%new13F-HR/ATimeline
Summit Financial, LLC1,545$205K0.01%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,525$202K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,343$178K0.01%-73,40413F-HRTimeline
Sunbelt Securities, Inc.1,340$175K0.02%+813F-HRTimeline
TruNorth Capital Management, LLC1,300$172K0.05%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,190$170K0.01%013F-HRTimeline
Kings Path Partners LLC1,280$169K0.07%013F-HRTimeline
Aptus Capital Advisors, LLC1,204$159K<0.01%+27313F-HRTimeline
PSI Advisors, LLC1,147$152K0.05%new13F-HRTimeline
MAI Capital Management1,146$152K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC1,117$148K0.06%+4013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,100$146K0.01%-70013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,067$141K<0.01%new13F-HRTimelineGroup
MGB Wealth Management, LLC1,002$133K0.04%+25213F-HRTimeline
Castleview Partners, LLC759$102K0.06%+63513F-HR/ATimeline
SIGNATUREFD, LLC713$94.4K<0.01%013F-HRTimeline
FSA Wealth Management LLC702$92.9K0.04%+113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…700$91K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC641$84.8K<0.01%-6413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC600$79.4K<0.01%013F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A520$68.8K<0.01%+3913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources500$66.2K<0.01%013F-HRTimelineGroup
EPG Wealth Management LLC500$66.2K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC474$62.7K<0.01%-5913F-HRTimeline
Geneos Wealth Management Inc.463$61.3K<0.01%+2313F-HRTimeline
Capital Investment Advisory Services, L…417$55.2K0.01%+2113F-HRTimeline
North Star Investment Management Corp.410$54.3K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.364$48.2K<0.01%new13F-HRTimelineGroup
Providence First Trust Co360$47.7K0.02%new13F-HRTimeline
BLAIR WILLIAM & CO/IL360$47.6K<0.01%-2813F-HRTimeline
Provident Wealth Management, LLC337$44.6K0.01%+713F-HRTimeline
Anchor Investment Management, LLC331$43.8K<0.01%+7713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV290$38.4K<0.01%-1013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT280$37K<0.01%-3,49813F-HRTimeline
Realta Investment Advisors270$36.6K0.02%+3013F-HRTimeline
Allworth Financial LP251$35.8K<0.01%+24413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.255$35.2K<0.01%-1,66213F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC253$33.5K<0.01%013F-HRTimeline
Founders Capital Management252$33.4K0.02%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV250$33K0.01%new13F-HRTimeline
Creekmur Asset Management LLC226$29.9K0.01%013F-HRTimeline
Your Advocates Ltd., LLP222$29.4K0.01%013F-HRTimeline
Fairfield Financial Advisors, LTD220$29.1K0.01%-29213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …219$29K0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA200$27.9K<0.01%-15013F-HRTimelineGroup
Westside Investment Management, Inc.200$26.5K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC200$26.5K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL200$26.5K0.01%013F-HRTimeline
WASHINGTON TRUST Co195$25.8K<0.01%-57513F-HRTimeline
Capital Investment Counsel, Inc190$25.1K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC189$25K<0.01%-7513F-HRTimeline
NATIXISin group Natixis Investment Managers174$23K<0.01%013F-HRTimelineGroup
Centerpoint Advisors, LLC175$23K0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC173$22.9K0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…171$22.6K0.01%+7113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management166$22K<0.01%-12613F-HRTimelineGroup
Global Wealth Strategies & Associates160$21.2K0.01%013F-HRTimeline
Capital A Wealth Management, LLC160$21.2K0.04%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC156$20.6K<0.01%-23913F-HRTimelineGroup
Paloma Partners Management Coin group Paloma Partners Management Co153$20.3K<0.01%new13F-HRTimelineGroup
Park Square Financial Group, LLC150$19.9K0.01%13F-HRTimeline
Householder Group Estate & Retirement S…150$19K0.01%013F-HRTimeline
Smithfield Trust Co145$19K<0.01%013F-HRTimeline
Dunhill Financial, LLC143$19K0.01%+113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC135$18K0.02%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…132$17.5K<0.01%013F-HRTimelineGroup
Winthrop Capital Management, LLC128$17K<0.01%013F-HRTimeline
CoreCap Advisors, LLC123$16.3K<0.01%013F-HRTimeline
Archer Investment Corp121$16K<0.01%013F-HRTimeline
Crews Bank & Trust119$15.8K<0.01%13F-HRTimeline
Slocum, Gordon & Co LLP112$14.8K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS100$13.2K0.01%013F-HRTimeline
Financial Management Professionals, Inc.96$12.7K<0.01%-1313F-HRTimeline
Continuum Advisory, LLC95$12.6K<0.01%013F-HRTimeline
LEE DANNER & BASS INC90$11.9K<0.01%new13F-HRTimeline
Copia Wealth Management88$11.6K0.01%13F-HRTimeline
Global Retirement Partners, LLC84$11.1K<0.01%-2513F-HRTimeline
Caldwell Trust Co82$10.9K<0.01%013F-HRTimeline
Luminist Capital LLC74$9.79K0.02%13F-HRTimeline
Coppell Advisory Solutions LLC72$9.4K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC70$9.27K0.01%13F-HRTimeline
MeadowBrook Investment Advisors LLC62$8.21K0.01%013F-HRTimeline
IFP Advisors, Inc62$8.21K<0.01%-24013F-HRTimeline
Stonebridge Financial Group, LLC50$6.62K<0.01%13F-HRTimeline
TD Waterhouse Canada Inc.49$6.48K<0.01%+4013F-HRTimeline
Caitlin John, LLC47$6.24K<0.01%+1313F-HRTimeline
Ulland Investment Advisors, LLC47$6K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP42$5.56K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…40$5.29K<0.01%-2,28013F-HRTimeline
Pacific Center for Financial Services38$5.04K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC36$4.77K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC36$4.77K<0.01%new13F-HRTimeline
HOWE & RUSLING INC35$4.63K<0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.35$4.63K<0.01%13F-HRTimeline
Stephens Consulting, LLC30$3.97K<0.01%013F-HRTimeline
Missouri Trust & Investment Co30$3.97K<0.01%013F-HRTimeline
Friedenthal Financial23$3.04K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC21$2.78K<0.01%13F-HRTimeline
SWAN Capital LLC20$2.68K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC20$2.65K<0.01%013F-HRTimeline
Avior Wealth Management, LLC20$2.65K<0.01%-19413F-HRTimeline
Sound Income Strategies, LLC20$2.65K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.19$2.52K<0.01%-1713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP15$1.99K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC15$1.97K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.14$1.85K<0.01%13F-HRTimeline
Menard Financial Group LLC13$1.72K<0.01%new13F-HRTimeline
Blue Trust, Inc.11$1.46K<0.01%new13F-HR/ATimeline
Van Hulzen Asset Management, LLC10$1.32K<0.01%new13F-HRTimeline
MTM Investment Management, LLC10$1.32K<0.01%013F-HRTimeline
Perritt Capital Management Inc9$1.23K<0.01%013F-HRTimeline
Beacon Capital Management, LLC6$794<0.01%013F-HRTimeline
Transce3nd, LLC5$662<0.01%13F-HRTimeline
Nemes Rush Group LLC3$397<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$132<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.0$00%-2413F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.