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Disclosery

XOP SPDR SERIES TRUST

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S&P OILGAS EXP (fund)

345 managers (348 13F filers) reported a position in XOP shares at 2025-06-30, 28,694,114 shares in all. 49 filers opened a position and 59 filers sold out during the quarter.

Managers
345
13F filers
348
New
49
Added
89
Reduced
128
Sold out
59
Shares held by filers
28,694,114

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WATERS PARKERSON & CO., LLC2,500$314K0.02%013F-HRTimeline
Parkside Investments, LLC2,500$314K0.04%-1,27513F-HRTimeline
Steward Partners Investment Advisory, L…2,477$312K<0.01%+5413F-HRTimeline
Willis Johnson & Associates, Inc.2,436$306K0.02%-12613F-HRTimeline
Advisory Alpha, LLC2,423$305K0.01%-12013F-HRTimeline
Parallel Advisors, LLC2,369$298K0.01%013F-HRTimeline
Schneider Downs Wealth Management Advis…2,361$297K0.04%new13F-HRTimeline
Verition Fund Management LLC2,318$292K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,295$289K0.01%013F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.2,284$287K<0.01%new13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,273$286K0.05%-2,02513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,253$283K0.02%+27913F-HRTimelineGroup
Strategic Blueprint, LLC2,250$283K0.01%-2313F-HRTimeline
Glen Eagle Advisors, LLC2,240$282K0.04%+113F-HRTimeline
Octavia Wealth Advisors, LLC2,212$278K0.03%-49313F-HRTimeline
Cardinal Point Capital Management ULC2,150$270K0.02%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…2,107$268K<0.01%-4313F-HRTimeline
Cresta Advisors, Ltd.2,100$264K0.13%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,026$257K0.05%+1713F-HRTimeline
Sunbeam Capital Management, LLC2,029$255K0.19%+113F-HRTimeline
FIDUCIARY COUNSELLING INC2,022$254K0.72%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BCS Private Wealth Management, Inc.2,000$252K0.09%13F-HRTimeline
Massachusetts Wealth Management1,995$251K0.14%-35013F-HRTimeline
Walkner Condon Financial Advisors LLC1,960$247K0.05%013F-HRTimeline
Mascagni Wealth Management, Inc.1,957$246K0.21%013F-HRTimeline
INSIGHT 2811, INC.1,949$245K0.12%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,903$239K<0.01%-41813F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC1,885$237K0.02%+1113F-HRTimeline
Waverly Advisors, LLC1,885$237K<0.01%-21713F-HRTimeline
Prairie Wealth Advisors, Inc.1,857$234K0.1%-7513F-HRTimeline
Crestmont Private Wealth LLC1,856$234K0.08%-4813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,847$232K0.01%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,825$230K<0.01%013F-HRTimelineGroup
Western Wealth Management, LLC1,824$229K0.01%-53513F-HRTimeline
B. Riley Wealth Advisors, Inc.1,807$227K0.01%-22113F-HRTimeline
Amica Retiree Medical Trust1,804$227K0.33%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,744$219K0.01%013F-HRTimelineGroup
Insight Wealth Strategies, LLC1,720$218K0.03%-77,66313F-HRTimeline
Wealthspire Advisors, LLC1,696$213K<0.01%new13F-HRTimeline
NorthCoast Asset Management LLC1,687$212K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,685$212K0.01%+45413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,670$210K<0.01%013F-HRTimeline
Argyle Capital Partners, LLC1,662$209K0.17%new13F-HRTimeline
Cornerstone Wealth Management, LLC1,641$206K0.01%-7113F-HRTimeline
IHT Wealth Management, LLC1,621$204K0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,595$201K0.01%-23013F-HRTimelineGroup
Private Wealth Asset Management, LLC1,582$199K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,450$182K<0.01%+1,35013F-HRTimeline
Sunbelt Securities, Inc.1,340$177K0.02%-813F-HRTimeline
MAI Capital Management1,339$168K<0.01%+9313F-HRTimeline
TruNorth Capital Management, LLC1,300$164K0.04%013F-HRTimeline
Kings Path Partners LLC1,280$161K0.06%013F-HRTimeline
Headlands Technologies LLC1,277$161K0.02%+64613F-HRTimeline
FMR LLCin group FMR LLC1,170$147K<0.01%-10213F-HRTimelineGroup
AdvisorNet Financial, Inc1,145$144K0.01%-30013F-HRTimeline
Farther Finance Advisors, LLC1,096$138K<0.01%+2113F-HRTimeline
WHITTIER TRUST CO1,060$133K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC1,030$130K0.07%new13F-HRTimeline
MGB Wealth Management, LLC1,005$126K0.04%+213F-HRTimeline
Aptus Capital Advisors, LLC937$118K<0.01%+213F-HRTimeline
LOM Asset Management Ltd880$111K0.04%13F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO870$109K<0.01%-24513F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC800$101K0.01%013F-HRTimeline
SIGNATUREFD, LLC713$89.7K<0.01%013F-HRTimeline
FSA Wealth Management LLC703$88.4K0.03%+113F-HRTimeline
Fourth Dimension Wealth, LLC655$82.5K0.03%-3813F-HRTimeline
Allworth Financial LP636$80.1K<0.01%+56213F-HRTimeline
Lowe Wealth Advisors, LLC612$77K0.03%-64413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC600$75.5K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.597$75.1K0.01%+113F-HRTimeline
EPG Wealth Management LLC500$62.9K0.02%013F-HRTimeline
Provident Wealth Management, LLC455$57.2K0.02%-713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC430$54.1K<0.01%-91313F-HRTimeline
Capital Investment Advisory Services, L…417$52.5K<0.01%013F-HRTimeline
Copia Wealth Management375$47.2K0.04%+31013F-HRTimeline
LANARK FINANCIAL, INC.351$44K<0.01%+11913F-HRTimeline
Anchor Investment Management, LLC331$41.6K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB300$37.7K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL289$36.3K<0.01%-7113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC288$36.2K<0.01%-14513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT283$35.6K<0.01%+213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.279$35.1K<0.01%-33713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC253$31.8K<0.01%013F-HRTimeline
Founders Capital Management252$31.7K0.02%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV253$31K0.01%+113F-HRTimeline
Winthrop Capital Management, LLC236$30K0.01%+10813F-HRTimeline
OAKWORTH CAPITAL, INC.232$29.2K<0.01%-201,10013F-HRTimeline
Geneos Wealth Management Inc.226$28.4K<0.01%-52313F-HRTimeline
Creekmur Asset Management LLC226$28.4K0.01%013F-HRTimeline
Your Advocates Ltd., LLP222$27.9K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …219$27.6K0.01%13F-HRTimelineGroup
BOKF, NAin group BOKF, NA200$25.2K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.200$25.2K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC200$25.2K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL200$25.2K0.01%013F-HRTimeline
Capital Investment Counsel, Inc190$23.9K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC175$22K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…171$21.5K0.01%013F-HRTimeline
AlphaCore Capital LLC171$21.5K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC168$21.1K<0.01%+3313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management162$20.4K<0.01%-813F-HRTimelineGroup
Global Wealth Strategies & Associates160$20.1K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.152$19.2K<0.01%-10413F-HRTimelineGroup
TD Waterhouse Canada Inc.149$18.9K<0.01%+10013F-HRTimeline
Park Square Financial Group, LLC150$18.9K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.146$18.4K<0.01%13F-HRTimeline
Smithfield Trust Co145$18K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC135$17K0.01%013F-HRTimeline
CoreCap Advisors, LLC123$15.5K<0.01%013F-HRTimeline
Archer Investment Corp121$15.2K<0.01%013F-HRTimeline
Crews Bank & Trust119$15K<0.01%013F-HRTimeline
Stephens Consulting, LLC118$14.8K<0.01%+8813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS100$12.6K0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC100$12.6K<0.01%new13F-HRTimeline
Valeo Financial Advisors, LLC12,243$12.3K<0.01%new13F-HR/ATimeline
Financial Management Professionals, Inc.96$12.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC92$11.6K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC84$10.6K<0.01%13F-HRTimeline
Caldwell Trust Co82$10.3K<0.01%013F-HRTimeline
Arax Advisory Partners79$9.94K<0.01%-3213F-HRTimeline
Luminist Capital LLC74$9.39K0.01%013F-HRTimeline
Kiker Wealth Management, LLC70$8.81K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC70$8.63K<0.01%new13F-HRTimeline
IFP Advisors, Inc63$7.93K<0.01%+2113F-HRTimeline
Roble, Belko & Company, Inc52$7K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC39$4.91K<0.01%+1913F-HRTimeline
Pacific Center for Financial Services39$4.85K<0.01%+113F-HRTimeline
Cherry Tree Wealth Management, LLC36$4.53K<0.01%013F-HRTimeline
HOWE & RUSLING INC35$4.4K<0.01%013F-HRTimeline
Missouri Trust & Investment Co30$3.77K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC28$3.52K<0.01%-2813F-HRTimeline
Ulland Investment Advisors, LLC25$3K<0.01%-2213F-HRTimeline
Friedenthal Financial22$2.79K<0.01%+1013F-HRTimeline
Centricity Wealth Management, LLC21$2.64K<0.01%013F-HRTimeline
SWAN Capital LLC20$2.58K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP15$1.89K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.14$1.76K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12$1.51K<0.01%-7,53013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp10$1.28K<0.01%new13F-HRTimeline
MTM Investment Management, LLC10$1.26K<0.01%013F-HRTimeline
Perritt Capital Management Inc9$1.18K<0.01%013F-HR/ATimeline
Harbor Asset Planning, Inc.4$512<0.01%13F-HRTimeline
Nemes Rush Group LLC3$377<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$126<0.01%-44,54113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.