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Disclosery

XOP SPDR SERIES TRUST

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S&P OILGAS EXP (fund)

400 managers (404 13F filers) reported a position in XOP shares at 2026-03-31, 21,064,013 shares in all. 116 filers opened a position and 28 filers sold out during the quarter.

Managers
400
13F filers
404
New
116
Added
97
Reduced
100
Sold out
28
Shares held by filers
21,064,013

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Ausdal Financial Partners, Inc.3,518$640K0.03%-24113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,516$639K0.02%+613F-HRTimeline
Vestmark Advisory Solutions, Inc.3,510$638K0.01%013F-HRTimeline
HUB Investment Partners, LLC3,503$637K0.02%new13F-HRTimeline
Concorde Financial Corp3,462$629K0.49%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC3,405$619K0.35%new13F-HRTimeline
Waldron Private Wealth LLC3,247$590K0.02%013F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT3,215$585K0.03%013F-HRTimeline
Frisch Financial Group, Inc.3,153$573K0.12%-18,34113F-HRTimeline
Waverly Advisors, LLC3,113$566K<0.01%+45213F-HRTimeline
PICKERING ENERGY PARTNERS LP3,000$545K1.11%new13F-HR/ATimeline
Bulltick Wealth Management, LLC2,986$543K0.12%new13F-HRTimeline
Wealthspire Advisors, LLC2,926$532K<0.01%-32013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC2,918$531K0.12%-57413F-HRTimeline
ANCHYRA PARTNERS LLC2,915$530K0.16%013F-HRTimeline
Rossby Financial, LCC3,000$525K0.11%+113F-HRTimeline
Independent Advisor Alliance2,873$522K0.01%+77813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,847$518K0.12%new13F-HRTimeline
J. Goldman & Co LP2,785$506K0.02%-58413F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL2,781$506K0.08%-35,68713F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp2,775$505K<0.01%013F-HRTimelineGroup
ARMISTICE CAPITAL, LLC2,733$497K0.02%new13F-HRTimeline
Cladis Investment Advisory, LLC2,678$487K0.27%+5013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,674$486K<0.01%-15113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,543$462K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC2,526$459K0.08%013F-HRTimeline
WATERS PARKERSON & CO., LLC2,500$455K0.02%013F-HRTimeline
WIT Partners Advisory Pte. Ltd.2,500$455K0.13%013F-HRTimeline
Key Client Fiduciary Advisors, LLC2,480$451K0.15%013F-HRTimeline
Sanctuary Advisors, LLC2,429$442K<0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,425$441K0.01%new13F-HRTimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…2,424$441K0.12%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,372$431K<0.01%-3513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,367$430K0.02%-28613F-HRTimeline
Schneider Downs Wealth Management Advis…2,361$429K0.05%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,310$411K<0.01%-2,41813F-HRTimeline
SeaBridge Investment Advisors LLC2,233$406K0.07%013F-HRTimeline
Cornerstone Wealth Management, LLC2,170$395K0.02%+44413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,155$392K<0.01%+113F-HRTimelineGroup
Cardinal Point Capital Management ULC2,150$391K0.02%013F-HRTimeline
Haven Private, LLC2,147$390K0.17%new13F-HRTimeline
Sigma Planning Corp2,110$384K0.01%new13F-HRTimeline
Cresta Advisors, Ltd.2,100$382K0.16%013F-HRTimeline
SFG Wealth Management, LLC.2,069$376K0.15%new13F-HRTimeline
Trek Financial, LLC2,048$372K0.02%new13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,029$369K0.06%-1013F-HRTimeline
FIDUCIARY COUNSELLING INC2,022$368K1.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,008$365K<0.01%new13F-HRTimelineGroup
BCS Private Wealth Management, Inc.2,000$364K0.11%013F-HRTimeline
Walkner Condon Financial Advisors LLC1,960$356K0.05%013F-HRTimeline
Cresset Asset Management, LLC1,955$356K<0.01%new13F-HRTimeline
INSIGHT 2811, INC.1,949$354K0.15%013F-HRTimeline
AE Wealth Management LLC1,920$349K<0.01%-22913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,918$349K0.04%new13F-HRTimelineGroup
Crestmont Private Wealth LLC1,856$338K0.11%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,850$336K0.02%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,845$335K0.01%013F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,830$333K0.01%new13F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,825$332K<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC1,809$329K0.04%-713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,772$322K<0.01%new13F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,770$322K0.06%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC1,757$320K0.04%-15013F-HRTimeline
MAI Capital Management1,752$319K<0.01%+5013F-HRTimeline
Mascagni Wealth Management, Inc.1,748$318K0.23%013F-HRTimeline
FMR LLCin group FMR LLC1,745$317K<0.01%+19413F-HRTimelineGroup
Sovran Advisors, LLC1,778$317K0.02%new13F-HRTimeline
WEXFORD CAPITAL LP1,733$315K0.05%+1,37513F-HRTimeline
Mission Hills Financial Advisory, LLC1,716$312K0.16%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,703$310K0.03%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,670$299K0.01%013F-HRTimeline
Western Wealth Management, LLC1,625$295K0.01%-413F-HR/ATimeline
Evercore Wealth Management, LLC1,586$288K<0.01%-20013F-HRTimeline
Private Wealth Asset Management, LLC1,582$288K0.03%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,569$285K0.09%new13F-HRTimeline
Parallel Advisors, LLC1,556$283K0.01%-88513F-HR/ATimeline
WEALTH ALLIANCE, LLC1,526$278K0.03%new13F-HRTimeline
Pinnacle Family Advisors, LLC1,520$276K0.13%new13F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.1,500$273K<0.01%new13F-HRTimelineGroup
BlueCrest Capital Management Ltd1,500$273K0.03%new13F-HRTimeline
Orion Porfolio Solutions, LLC1,489$271K<0.01%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC1,482$269K0.03%new13F-HRTimeline
GROUP ONE TRADING LLC1,449$263K0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,440$262K<0.01%-99213F-HRTimelineGroup
Kovack Advisors, Inc.1,449$260K0.01%-64813F-HRTimeline
Tyche Wealth Partners LLC1,428$260K0.04%new13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG1,388$257K<0.01%new13F-HRTimelineGroup
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding1,397$254K-15,303Timeline
Sunbelt Securities, Inc.1,380$251K0.02%+613F-HRTimeline
Greenspring Advisors, LLC1,367$249K0.02%new13F-HRTimeline
Ground Swell Capital, LLC1,356$247K0.49%new13F-HRTimeline
Merit Financial Group, LLC1,340$244K<0.01%new13F-HRTimeline
Invst, LLC1,315$239K0.03%new13F-HRTimeline
TruNorth Capital Management, LLC1,300$236K0.05%new13F-HRTimeline
SPROTT INC.1,289$234K0.01%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,280$233K<0.01%new13F-HRTimelineGroup
IFC & Insurance Marketing, Inc.1,275$232K0.24%+36913F-HRTimeline
Willis Johnson & Associates, Inc.1,269$231K0.01%new13F-HRTimeline
Hardin Capital Partners, LLC1,238$225K0.1%new13F-HRTimeline
Maltin Wealth Management, Inc.1,197$218K0.08%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,170$213K0.01%+1,14513F-HRTimeline
AdvisorNet Financial, Inc1,144$208K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,122$204K0.02%new13F-HRTimeline
Kings Path Partners LLC1,030$187K0.06%013F-HR/ATimeline
Kingsview Wealth Management, LLC994$181K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC945$172K<0.01%-113F-HRTimeline
Farther Finance Advisors, LLC937$164K<0.01%-24913F-HRTimeline
WHITTIER TRUST CO870$156K<0.01%-16013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC800$145K0.01%013F-HRTimeline
Belvedere Trading LLC776$141K0.02%new13F-HRTimeline
SIGNATUREFD, LLC713$130K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC649$118K0.04%-313F-HRTimeline
Cassaday & Co Wealth Management LLC622$113K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC600$109K<0.01%013F-HRTimelineGroup
EFG International AGin group EFG International AG600$109K<0.01%013F-HRTimelineGroup
Copia Wealth Management577$105K0.07%+13513F-HRTimeline
Allworth Financial LP517$94K<0.01%-35713F-HRTimeline
EPG Wealth Management LLC500$90.9K0.02%013F-HRTimeline
Ball & Co Wealth Management Inc.478$86K0.07%new13F-HRTimeline
Provident Wealth Management, LLC455$82.7K0.03%013F-HRTimeline
North Star Investment Management Corp.410$74.5K<0.01%-19013F-HRTimeline
Stone House Investment Management, LLC400$72.7K0.01%new13F-HRTimeline
LOM Asset Management Ltd350$63.6K0.02%013F-HRTimeline
Innovative Asset Advisors Group, LLC350$63.6K0.04%13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC349$63.5K0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.346$63.1K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC336$61K0.02%+113F-HRTimeline
Anchor Investment Management, LLC331$60.2K0.01%013F-HRTimeline
Centiva Capital, LP328$59.6K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC325$59.1K0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.300$54.5K0.04%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT288$52.4K<0.01%+113F-HRTimeline
IFP Advisors, Inc288$52.4K<0.01%013F-HRTimeline
CX Institutional267$49K<0.01%-6313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…268$48.7K<0.01%+25313F-HRTimelineGroup
OAKWORTH CAPITAL, INC.267$48.5K<0.01%+3813F-HRTimeline
ROTHSCHILD INVESTMENT LLC253$46K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV258$46K0.01%+113F-HR/ATimeline
Founders Capital Management252$45.8K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…244$44.4K<0.01%-4313F-HRTimeline
Essential Partners LLC240$43.6K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.235$42.7K<0.01%+21813F-HRTimelineGroup
Godfrey Financial Associates, Inc.235$42.7K0.04%013F-HRTimeline
Your Advocates Ltd., LLP222$40.4K0.01%013F-HRTimeline
Westside Investment Management, Inc.200$36.4K0.01%013F-HRTimeline
Abound Wealth Management200$36.4K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC200$36.4K0.01%new13F-HRTimeline
NATIXISin group Natixis Investment Managers189$34.4K<0.01%-4,13413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL188$34.1K<0.01%-4613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC168$30.5K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates160$29.1K0.01%013F-HRTimeline
Bullseye Investment Management, LLC145$26.4K0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC135$25K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…136$23.8K<0.01%-213F-HRTimeline
Signature Equity Partners, LLC127$23.2K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…125$22.7K<0.01%new13F-HRTimeline
Advisory Services Network, LLC121$22K<0.01%new13F-HRTimeline
Archer Investment Corp121$22K<0.01%013F-HRTimeline
Crews Bank & Trust119$21.6K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…100$18.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC92$16.7K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC91$16.6K<0.01%-8013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management83$15.1K<0.01%-6713F-HRTimelineGroup
Caldwell Trust Co82$14.9K<0.01%013F-HRTimeline
Arax Advisory Partners79$14.4K<0.01%-1113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…74$13.5K<0.01%-1,67013F-HR/ATimelineGroup
Hamrick Investment Counsel, llc71$13K0.01%013F-HRTimeline
Sound Income Strategies, LLC74$12.9K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC63$11.5K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…63$11.5K<0.01%+3513F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL50$9.09K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC40$7.27K<0.01%new13F-HRTimeline
Pacific Center for Financial Services39$7.13K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC36$6.55K<0.01%013F-HRTimeline
HOWE & RUSLING INC35$6.37K<0.01%013F-HRTimeline
MATHER GROUP, LLC.35$6.36K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc35$6.36K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC31$5.64K<0.01%new13F-HRTimeline
GoalVest Advisory LLC31$5.64K<0.01%new13F-HRTimeline
NFSG Corp31$5.64K<0.01%new13F-HRTimeline
Networth Advisors, LLC31$5.64K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.31$5.63K<0.01%-6713F-HRTimelineGroup
Missouri Trust & Investment Co30$5.46K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.29$5.27K<0.01%+113F-HRTimeline
GILL CAPITAL PARTNERS, LLC29$5.25K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC28$5.15K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC25$5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV25$4.55K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC25$4.55K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…25$4.55K<0.01%013F-HRTimeline
CoreCap Advisors, LLC23$4.27K<0.01%013F-HRTimeline
SWAN Capital LLC21$3.79K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.14$2.55K<0.01%013F-HRTimeline
Caitlin John, LLC13$2.4K<0.01%+113F-HRTimeline
Murphy & Mullick Capital Management Corp10$1.82K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.4$754<0.01%013F-HRTimeline
Nemes Rush Group LLC3$545<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.1$238<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.1$238<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1$182<0.01%013F-HRTimeline