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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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,817,583$505M0.1%-61,12613F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…2,577,000$341M0.73%+657,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,495,428$198M0.01%-406,62113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,126,770$149M0.03%+523,98513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,120,090$148M0.01%-323,67813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC830,762$110M0.1%+252,52013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC802,825$106M0.05%-464,60313F-HR/ATimelineGroup
MIRAE ASSET SECURITIES (USA) INC.650,000$86M4.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC648,447$85.8M0.08%-561,43613F-HRTimelineGroup
DISCOVERY CAPITAL MANAGEMENT, LLC / CT573,000$75.8M5.17%+531,80013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC499,702$66.1M0.11%-153,40213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…392,336$51.9M0.08%-11,48213F-HRTimelineGroup
Vanderbilt University352,878$46.7M9.16%+2,20513F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.288,993$38.3M0.52%-357,40213F-HRTimelineGroup
EP Wealth Advisors, LLC280,084$37.1M0.3%-1,59313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA268,929$35.6M0.01%-17,56813F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.233,411$30.9M0.31%+120,43913F-HRTimeline
LPL Financial LLC203,466$26.9M0.01%-32,51213F-HRTimeline
OAKWORTH CAPITAL, INC.193,306$25.6M1.76%-1,29613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…133,721$18.4M0.04%-5,54813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN130,418$17.3M<0.01%-257,87513F-HRTimelineGroup
Cetera Investment Advisers129,858$17.2M0.04%-71,98013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.122,048$16.2M0.18%+13,50713F-HR/ATimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC111,625$14.8M0.01%+89,21313F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC89,712$11.9M0.03%-204,95013F-HRTimelineGroup
Condire Management, LP84,693$11.2M1.62%-55,30713F-HRTimeline
Eisler Capital Management Ltd.82,517$11.1M0.37%13F-HRTimeline
CONNABLE OFFICE INC75,178$9.95M1.03%-42,97613F-HRTimeline
Claar Advisors LLC73,810$9.77M3.16%013F-HRTimeline
SPX Gestao de Recursos Ltdain group SPX Gestao de Recursos Ltda65,970$8.73M1.32%new13F-HRTimelineGroup
Insight Wealth Strategies, LLC63,904$8.46M1.13%+1,57813F-HRTimeline
MML INVESTORS SERVICES, LLC58,880$7.79M0.03%+15,68313F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC57,702$7.64M1.75%-11613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.56,851$7.53M0.56%+23,23113F-HRTimelineGroup
Southeast Asset Advisors, LLC54,190$7.17M0.88%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC52,105$6.9M<0.01%13F-HR/ATimelineGroup
DRW Securities, LLC50,614$6.7M0.45%+28,13813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/48,405$6.41M<0.01%-33,29813F-HRTimelineGroup
EHP Funds Inc.47,000$6.22M6.42%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45,875$6.07M<0.01%-673,39313F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC45,150$5.98M0.06%-4,77313F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC44,283$5.86M0.87%-11,18513F-HRTimeline
Verition Fund Management LLC44,166$5.85M0.03%new13F-HRTimeline
Modus Advisors, LLC44,142$5.84M1.83%-99813F-HRTimeline
Madrid Financial Services43,785$5.8M4.6%13F-HRTimeline
Frisch Financial Group, Inc.42,164$5.58M1.69%-43813F-HRTimeline
EARNEST PARTNERS LLC40,094$5.31M0.02%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP39,500$5.23M0.01%+28,00013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,181$4.92M0.01%-7,82013F-HRTimelineGroup
Thomist Capital Management, LP37,464$4.89M1.58%new13F-HRTimeline
Allianz SEin group Allianz SE36,225$4.73M0.12%+10013F-HRTimelineGroup
GENDELL JEFFREY Lin group GENDELL JEFFREY L34,033$4.5M0.14%+4,03313F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Skylands Capital, LLC32,425$4.29M0.6%+3,30013F-HRTimeline
Krilogy Financial LLC32,174$4.26M0.28%new13F-HRTimeline
Guild Investment Management, Inc.31,900$4.22M4.6%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC31,015$4.11M0.16%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,934$3.96M0.01%+15213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…28,438$3.76M0.07%-7,93713F-HRTimelineGroup
Lombard Odier Asset Management (USA) Co…26,000$3.44M1.32%-2,00013F-HRTimeline
SG Americas Securities, LLC25,671$3.4M0.01%-15,61013F-HRTimeline
SANDERS MORRIS HARRIS LLC25,296$3.35M0.5%new13F-HRTimeline
ArchPoint Investors24,933$3.3M1.08%013F-HRTimeline
Lake Hills Wealth Management, LLC24,621$3.26M2.23%+2,05513F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…24,539$3.25M0.08%+4,50213F-HRTimelineGroup
Cadence Wealth Management LLC24,046$3.18M2.11%+1,18013F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC22,381$2.96M1.74%-51613F-HRTimeline
CAXTON ASSOCIATES LP22,000$2.91M0.09%new13F-HRTimeline
ExodusPoint Capital Management, LP21,680$2.87M0.03%-36,80013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK21,185$2.8M0.01%-345,74013F-HR/ATimelineGroup
TUDOR INVESTMENT CORP ET AL20,816$2.76M0.03%+10,56613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC20,812$2.75M<0.01%-29,95613F-HRTimelineGroup
Composition Wealth, LLC20,590$2.73M0.06%-1,97713F-HRTimeline
Atom Investors LP20,335$2.69M0.33%+10,14013F-HRTimeline
Cambridge Investment Research Advisors,…20,099$2.66M0.01%+8,96013F-HRTimeline
AMICA MUTUAL INSURANCE CO19,606$2.6M0.27%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,388$2.57M<0.01%+4,89113F-HRTimelineGroup
ARS Investment Partners, LLC18,677$2.47M0.22%+1913F-HRTimeline
Pettinga Financial Advisors LLC18,507$2.45M0.55%-2,12413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,469$2.44M<0.01%-2,89813F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.18,600$2.43M0.08%-131,90013F-HRTimelineGroup
CWM, LLCin group CWM, LLC18,118$2.4M0.01%+5,72513F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC17,944$2.38M0.8%013F-HRTimeline
Twin Tree Management, LP17,836$2.36M0.06%-37,90413F-HRTimeline
Wealthfront Advisers LLC17,529$2.32M0.01%+2,49213F-HR/ATimeline
Stamos Capital Partners, L.P.17,460$2.31M0.54%+3013F-HRTimeline
HighTower Advisors, LLC17,254$2.28M<0.01%-1,68613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,887$2.1M0.03%-1,26113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,860$2.1M0.01%-9313F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC15,822$2.09M0.06%+12,15213F-HRTimeline
HRT FINANCIAL LP15,429$2.04M0.01%-15,44113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding15,314$2.03M-529Timeline
Sierra Capital LLC15,118$2M0.24%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,020$1.99M<0.01%-3,76213F-HR/ATimelineGroup
Evercore Wealth Management, LLC14,735$1.95M0.03%-1,28313F-HRTimeline
Alaska Permanent Fund Corp14,444$1.91M0.03%-343,11213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,433$1.91M<0.01%+7,59213F-HRTimelineGroup
Integrated Wealth Concepts LLC13,981$1.85M0.02%+24513F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC13,743$1.82M1%-3,10213F-HRTimeline
RFG Holdings, Inc.13,542$1.79M0.6%-98713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC13,050$1.73M0.01%-295,20013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,911$1.71M<0.01%+36813F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC12,458$1.65M0.77%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,382$1.64M0.02%+4,10613F-HRTimelineGroup
HBK Sorce Advisory LLC12,029$1.59M0.05%+15413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd12,000$1.59M0.14%new13F-HRTimelineGroup
Fisher Asset Management, LLC11,883$1.57M<0.01%-1,51713F-HRTimeline
Carrera Capital Advisors11,279$1.49M0.35%new13F-HRTimeline
Gainplan LLC11,135$1.47M0.56%+2,42613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,038$1.46M+9,461Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,942$1.45M<0.01%+67113F-HRTimelineGroup
APPLETON PARTNERS INC/MA10,722$1.42M0.1%-1,94013F-HRTimeline
Farther Finance Advisors, LLC10,465$1.39M0.05%+9,40013F-HRTimeline
Fortis Group Advisors, LLC10,439$1.38M0.26%new13F-HRTimeline
GTS SECURITIES LLC10,300$1.36M0.07%-14,23613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,153$1.34M<0.01%-86713F-HRTimelineGroup
PING CAPITAL MANAGEMENT, INC.10,000$1.32M0.54%+4,00013F-HRTimeline
PICKERING ENERGY PARTNERS LP10,000$1.32M18.63%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,754$1.29M<0.01%-1,48313F-HRTimelineGroup
Abacus Planning Group, Inc.9,445$1.25M0.22%-2,73513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,436$1.25M<0.01%+5,53013F-HR/ATimelineGroup
Ausdal Financial Partners, Inc.9,407$1.25M0.11%-613F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…9,190$1.22M0.22%-6,50013F-HRTimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…9,013$1.19M0.4%+1,50113F-HRTimelineGroup
Maltin Wealth Management, Inc.8,869$1.17M0.58%+6413F-HRTimeline
ORG Partners LLC8,772$1.16M0.16%+1,09213F-HRTimeline
Ground Swell Capital, LLC8,714$1.15M2.51%new13F-HRTimeline
CW Advisors, LLC8,430$1.12M0.02%-68513F-HRTimeline
Mariner, LLCin group Mariner, LLC8,358$1.11M<0.01%+64513F-HRTimelineGroup
Fourth Dimension Wealth, LLC8,176$1.08M0.56%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,131$1.08M0.08%-3113F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.8,022$1.06M0.47%-29313F-HRTimeline
Merit Financial Group, LLC8,008$1.06M0.02%-14513F-HRTimeline
Arrowroot Family Office, LLC7,759$1.03M0.53%+3,47513F-HRTimeline
Arkadios Wealth Advisors7,657$1.01M0.06%-7613F-HRTimeline
World Investment Advisors7,623$1.01M0.03%new13F-HRTimeline
E&G Advisors, LLC7,500$993K0.27%-21013F-HRTimeline
BlueCrest Capital Management Ltd7,500$993K0.06%new13F-HRTimeline
WOLVERINE TRADING, LLC7,397$966K0.02%-21,91913F-HRTimeline
Venture Visionary Partners LLC7,220$956K0.04%-1,45613F-HR/ATimeline
Black Swift Group, LLC7,215$955K0.2%-7,83513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…7,300$954K<0.01%-8,05013F-HRTimelineGroup
Paragon Capital Management LLC7,132$944K0.51%-6913F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …7,000$927K0.12%-8,00013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,932$918K<0.01%+5,23913F-HRTimelineGroup
RoundAngle Advisors LLC6,905$914K0.87%13F-HRTimeline
OMERS ADMINISTRATION Corp6,800$900K0.01%new13F-HRTimeline
SCOTIA CAPITAL INC.6,754$894K<0.01%-8313F-HRTimeline
MACKENZIE FINANCIAL CORP6,600$874K<0.01%+1,00013F-HR/ATimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC6,600$874K0.04%013F-HRTimelineGroup
NewEdge Advisors, LLC6,348$840K0.01%-2,80213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,286$829K<0.01%-2,10913F-HRTimelineGroup
Rockingstone Advisors LLC6,205$821K0.36%-5,32513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,122$810K0.06%+1,00513F-HRTimeline
SeaCrest Wealth Management, LLC6,092$806K0.08%-1,53113F-HRTimeline
Janney Montgomery Scott LLC6,071$804K<0.01%-9,65213F-HRTimeline
Verde Servicos Internacionais S.A.6,000$794K0.34%new13F-HRTimeline
GM Advisory Group, LLC5,890$780K0.04%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,858$775K0.03%-1,10113F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.5,845$774K0.23%+47513F-HRTimeline
Argent Trust Co5,828$771K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,631$759K0.06%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,655$749K0.02%+4,68013F-HRTimelineGroup
Anson Capital, Inc.5,600$741K0.65%-1,23613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,474$725K<0.01%-28813F-HRTimeline
Ballew Advisors, Inc5,079$721K0.46%+1,27213F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …5,330$706K0.11%-73513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,279$699K0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,274$698K<0.01%-1,00013F-HRTimelineGroup
Enclave Advisors LLC5,238$693K0.11%-32813F-HRTimeline
Quantinno Capital Management LP5,040$667K0.01%+92213F-HRTimeline
D L CARLSON INVESTMENT GROUP INC5,010$663K0.12%-20913F-HRTimeline
Hara Capital LLC5,000$662K0.42%013F-HR/ATimeline
Mirabaud & Cie SA5,000$662K0.21%013F-HRTimeline
Sanctuary Advisors, LLC4,790$658K<0.01%-58613F-HRTimeline
SFI Advisors, LLC4,693$621K0.44%new13F-HRTimeline
Advisory Services Network, LLC4,659$617K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,625$612K0.01%-83013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,552$603K0.06%+16313F-HRTimelineGroup
Private Advisor Group, LLC4,497$595K<0.01%-29,66313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,495$595K0.02%+5013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,414$584K<0.01%-2,33713F-HRTimelineGroup
Hirtle & Co., LLC4,407$583K0.02%013F-HRTimeline
Pekin Hardy Strauss, Inc.4,308$570K0.07%-1,05513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,307$570K<0.01%-2613F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\4,266$565K<0.01%+2113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,221$559K0.01%+1,52913F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.4,158$550K0.03%new13F-HR/ATimelineGroup
VAN DEN BERG MANAGEMENT I, INC4,109$544K0.16%-34613F-HRTimeline
Cinctive Capital Management LP4,067$538K0.03%new13F-HRTimeline
Independent Advisor Alliance4,052$536K0.01%new13F-HRTimeline
Empowered Funds, LLC4,032$534K0.01%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,011$531K<0.01%013F-HRTimelineGroup
Private Advisory Group LLC3,942$522K0.06%+79813F-HR/ATimeline
Creative Planningin group Creative Planning3,789$502K<0.01%-4413F-HRTimelineGroup
Parkside Investments, LLC3,775$500K0.07%013F-HRTimeline
SeaBridge Investment Advisors LLC3,729$494K0.1%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.3,654$484K0.01%+1,00013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,639$482K0.03%-64913F-HRTimeline
AE Wealth Management LLC3,639$482K<0.01%+49113F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.3,300$480K0.19%new13F-HRTimeline