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Disclosery

XOP SPDR SERIES TRUST

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S&P OILGAS EXP (fund)

351 managers (353 13F filers) reported a position in XOP shares at 2025-03-31, 24,691,193 shares in all. 42 filers opened a position and 70 filers sold out during the quarter.

Managers
351
13F filers
353
New
42
Added
97
Reduced
112
Sold out
70
Shares held by filers
24,691,193

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Composition Wealth, LLC2,562$337K0.01%-18,02813F-HRTimeline
Advisory Alpha, LLC2,543$335K0.01%-2813F-HR/ATimeline
Founders Financial Alliance, LLC2,530$333K0.08%013F-HRTimeline
WATERS PARKERSON & CO., LLC2,500$329K0.02%013F-HRTimeline
Waldron Private Wealth LLC2,444$322K0.02%-80313F-HRTimeline
Steward Partners Investment Advisory, L…2,423$319K<0.01%-39213F-HRTimeline
Parallel Advisors, LLC2,369$312K0.01%+1113F-HRTimeline
CenterStar Asset Management, LLC2,361$311K0.45%new13F-HRTimeline
Western Wealth Management, LLC2,359$311K0.02%+25113F-HRTimeline
Massachusetts Wealth Management2,345$309K0.21%+11013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,321$306K<0.01%+31113F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC2,295$302K0.01%-2,20013F-HRTimeline
Rossby Financial, LCC2,646$300K0.13%+4113F-HRTimeline
Strategic Blueprint, LLC2,273$299K0.02%new13F-HRTimeline
Glen Eagle Advisors, LLC2,239$295K0.05%-6213F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…2,150$281K<0.01%-3513F-HRTimeline
Waverly Advisors, LLC2,102$277K<0.01%-10913F-HRTimeline
Cresta Advisors, Ltd.2,100$277K0.14%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.2,028$267K0.01%new13F-HRTimeline
Sunbeam Capital Management, LLC2,028$267K0.25%+213F-HRTimeline
FIDUCIARY COUNSELLING INC2,022$266K0.65%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST MANHATTAN CO. LLC.1,977$260K<0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,974$260K0.02%new13F-HRTimelineGroup
Tyche Wealth Partners LLC1,971$260K0.06%+25013F-HRTimeline
Walkner Condon Financial Advisors LLC1,960$258K0.05%013F-HRTimeline
Mascagni Wealth Management, Inc.1,957$258K0.26%013F-HR/ATimeline
INSIGHT 2811, INC.1,949$257K0.13%013F-HRTimeline
Prairie Wealth Advisors, Inc.1,932$254K0.13%-8513F-HRTimeline
Crestmont Private Wealth LLC1,904$251K0.11%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,874$247K0.03%+1013F-HRTimeline
Perennial Investment Advisors, LLC1,873$247K0.03%-17213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,825$240K0.01%-97713F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,825$240K<0.01%+30013F-HRTimelineGroup
Amica Retiree Medical Trust1,804$238K0.36%-46813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,744$230K0.01%013F-HRTimelineGroup
Cornerstone Wealth Management, LLC1,712$226K0.02%+1613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.1,697$224K<0.01%-2,52413F-HRTimelineGroup
Cresset Asset Management, LLC1,683$222K<0.01%-4213F-HRTimeline
GeoWealth Management, LLC1,674$220K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,670$220K0.01%013F-HRTimeline
FIRST AMERICAN TRUST, FSB1,624$214K0.02%new13F-HRTimeline
Burford Brothers, Inc.1,612$212K0.1%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd1,611$212K<0.01%-21713F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC2,009$210K0.05%-413F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC1,591$210K0.05%new13F-HRTimelineGroup
Fermata Advisors, LLC1,582$208K0.04%-41413F-HRTimeline
Private Wealth Asset Management, LLC1,582$208K0.03%13F-HRTimeline
Ashton Thomas Private Wealth, LLC1,580$208K0.01%-29,43513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,569$207K0.08%013F-HRTimeline
AdvisorNet Financial, Inc1,445$190K0.01%-41013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,343$178K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,348$178K0.02%+813F-HRTimeline
TruNorth Capital Management, LLC1,300$171K0.04%013F-HRTimeline
Kings Path Partners LLC1,280$169K0.08%013F-HRTimeline
FMR LLCin group FMR LLC1,272$167K<0.01%+63113F-HRTimelineGroup
Lowe Wealth Advisors, LLC1,256$165K0.07%+13913F-HRTimeline
Bristlecone Advisors, LLC1,250$165K0.01%new13F-HRTimeline
MAI Capital Management1,246$164K<0.01%+10013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,231$162K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,115$147K<0.01%+4813F-HRTimelineGroup
Farther Finance Advisors, LLC1,075$142K<0.01%-9,39013F-HRTimeline
WHITTIER TRUST CO1,060$140K<0.01%-2,32513F-HRTimeline
MGB Wealth Management, LLC1,003$132K0.05%+113F-HRTimeline
Aptus Capital Advisors, LLC935$123K<0.01%-26913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC800$105K0.01%-30013F-HRTimeline
Geneos Wealth Management Inc.749$98.7K<0.01%+28613F-HRTimeline
SIGNATUREFD, LLC713$93.9K<0.01%013F-HRTimeline
FSA Wealth Management LLC702$92.5K0.04%013F-HRTimeline
Fourth Dimension Wealth, LLC693$91.3K0.04%-7,48313F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…700$91K<0.01%013F-HRTimelineGroup
Headlands Technologies LLC631$83.1K0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.616$81.1K0.01%-56,23513F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC600$79K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.596$78.5K0.01%+18613F-HRTimeline
EPG Wealth Management LLC500$65.9K0.02%013F-HRTimeline
Provident Wealth Management, LLC462$60.9K0.02%+12513F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A438$57.7K<0.01%-8213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC433$57K<0.01%-4113F-HRTimeline
Qube Research & Technologies Ltd423$55.7K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…417$54.9K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL360$47.4K<0.01%013F-HRTimeline
Anchor Investment Management, LLC331$43.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV290$38.2K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT281$37.1K<0.01%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC253$33.3K<0.01%013F-HRTimeline
Founders Capital Management252$33.2K0.02%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV252$33K0.01%+213F-HRTimeline
LANARK FINANCIAL, INC.232$30K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC226$29.8K0.01%013F-HRTimeline
Your Advocates Ltd., LLP222$29.2K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …219$28.8K0.01%13F-HRTimelineGroup
BOKF, NAin group BOKF, NA200$26.3K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.200$26.3K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC200$26.3K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL200$26.3K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.256$26.1K<0.01%+113F-HRTimelineGroup
Capital Investment Counsel, Inc190$25K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC175$23K0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers174$22.9K<0.01%013F-HR/ATimelineGroup
Atlantic Edge Private Wealth Management…171$22.5K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management170$22.4K<0.01%+413F-HRTimelineGroup
Global Wealth Strategies & Associates160$21.1K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC157$20.7K<0.01%-3213F-HRTimeline
Park Square Financial Group, LLC150$19.8K0.02%013F-HRTimeline
Smithfield Trust Co145$19K<0.01%013F-HRTimeline
Dunhill Financial, LLC144$19K0.01%+113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC135$18K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC135$17.8K<0.01%+9913F-HRTimeline
Winthrop Capital Management, LLC128$17K<0.01%013F-HRTimeline
CoreCap Advisors, LLC123$16.2K<0.01%013F-HRTimeline
Archer Investment Corp121$15.9K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC120$15.8K0.02%-4013F-HRTimeline
Crews Bank & Trust119$15.7K<0.01%013F-HRTimeline
Slocum, Gordon & Co LLP112$14.8K0.01%013F-HRTimeline
Arax Advisory Partners111$14.6K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…100$13.2K<0.01%+6013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS100$13.2K0.01%013F-HRTimeline
Financial Management Professionals, Inc.96$12.6K<0.01%013F-HRTimeline
Continuum Advisory, LLC95$12.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC92$12.1K<0.01%-6413F-HRTimelineGroup
Caldwell Trust Co82$10.8K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC75$9.88K0.01%13F-HRTimeline
Luminist Capital LLC74$9.8K0.01%013F-HRTimeline
Kiker Wealth Management, LLC70$9.22K0.01%013F-HRTimeline
Copia Wealth Management65$8.56K0.01%-2313F-HRTimeline
Allworth Financial LP74$8.35K<0.01%-17713F-HRTimeline
MeadowBrook Investment Advisors LLC62$8.17K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC56$7.38K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.53$6.98K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC50$6.59K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.49$6.48K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC47$6K0.01%013F-HRTimeline
IFP Advisors, Inc42$5.53K<0.01%-2013F-HRTimeline
Pacific Center for Financial Services38$5.05K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC36$4.74K<0.01%013F-HRTimeline
HOWE & RUSLING INC35$4.61K<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.35$4.61K<0.01%013F-HRTimeline
Stephens Consulting, LLC30$3.95K<0.01%013F-HRTimeline
Missouri Trust & Investment Co30$3.95K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC21$2.77K<0.01%013F-HRTimeline
SWAN Capital LLC20$2.68K<0.01%013F-HRTimeline
Sound Income Strategies, LLC20$2.63K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP15$1.98K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.14$1.84K<0.01%013F-HRTimeline
Friedenthal Financial12$1.59K<0.01%-1113F-HRTimeline
Realta Investment Advisors10$1.37K<0.01%-26013F-HRTimeline
Hexagon Capital Partners LLC10$1.34K<0.01%-1,82513F-HRTimeline
MTM Investment Management, LLC10$1.32K<0.01%013F-HRTimeline
Perritt Capital Management Inc9$1.23K<0.01%013F-HRTimeline
Nemes Rush Group LLC3$395<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,19013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.