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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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,738,398$470M0.08%-54,95513F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…3,230,000$406M0.81%+550,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,060,372$385M0.03%+1,349,39413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,975,222$374M0.03%+2,192,31513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,619,495$330M0.02%-332,09313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,106,198$265M0.18%-110,84613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,538,586$194M0.04%+102,07813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,298,655$163M0.06%+102,14713F-HR/ATimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/953,455$120M0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN716,345$90.1M0.02%-129,31113F-HRTimelineGroup
MIRAE ASSET SECURITIES (USA) INC.650,000$81.8M3.61%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC511,340$64.3M0.1%-1,10213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA372,602$46.9M0.01%+154,40813F-HR/ATimelineGroup
Vanderbilt University357,073$44.9M8.48%+2,17013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC301,167$37.9M0.03%+168,55713F-HRTimelineGroup
EP Wealth Advisors, LLC292,149$36.8M0.24%+2,64213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…261,435$32.9M0.05%+89,97613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC204,648$25.7M0.04%new13F-HRTimelineGroup
LPL Financial LLC190,876$24M0.01%-19,03313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC158,335$19.9M0.04%+39,87613F-HR/ATimelineGroup
Twin Tree Management, LP123,964$15.6M0.39%+106,18513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd93,001$11.7M0.2%+81,80613F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD88,800$11.2M0.03%new13F-HRTimeline
ExodusPoint Capital Management, LP73,434$9.24M0.11%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd66,889$8.41M0.16%+65,27813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/63,496$7.99M<0.01%+7,07413F-HRTimelineGroup
Southeast Asset Advisors, LLC59,960$7.54M0.9%+4,82013F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC57,730$7.26M1.55%+1,06513F-HRTimeline
GTS SECURITIES LLC56,264$7.08M0.32%new13F-HRTimeline
GROUP ONE TRADING LLC55,202$6.94M0.23%new13F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…52,694$6.63M0.65%new13F-HRTimeline
Cetera Investment Advisers52,417$6.59M0.01%-26,50613F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…51,523$6.48M0.06%new13F-HRTimelineGroup
Allianz SEin group Allianz SE51,025$6.42M0.15%+12,80013F-HRTimelineGroup
Jain Global LLC48,000$6.04M0.09%+33,18113F-HRTimeline
Atom Investors LP45,217$5.69M0.5%+33,53613F-HRTimeline
TUDOR INVESTMENT CORP ET AL44,279$5.57M0.04%-33,72413F-HRTimeline
Skylands Capital, LLC43,815$5.51M0.8%-3,21013F-HRTimeline
Modus Advisors, LLC42,700$5.37M1.6%-64413F-HRTimeline
Krilogy Financial LLC40,375$5.08M0.29%+1,77113F-HRTimeline
EARNEST PARTNERS LLC40,094$5.04M0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC40,086$5.04M0.01%-24,68413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,257$4.81M<0.01%-3,84113F-HRTimelineGroup
WHITEBOX ADVISORS LLC32,903$4.14M0.11%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise32,318$4.07M0.17%-9,60013F-HRTimelineGroup
Stamos Capital Partners, L.P.29,427$3.7M0.66%+14,06613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,398$3.7M<0.01%-4,70513F-HRTimelineGroup
Lombard Odier Asset Management (USA) Co…29,000$3.65M0.91%+3,00013F-HRTimeline
Ashton Thomas Private Wealth, LLC28,492$3.58M0.13%+26,91213F-HRTimeline
SG Americas Securities, LLC28,413$3.57M0.02%-3,42613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,816$3.5M<0.01%-58313F-HRTimeline
Arkadios Wealth Advisors26,793$3.37M0.1%-8,08013F-HRTimeline
Aster Capital Management (DIFC) Ltd26,065$3.28M0.74%new13F-HRTimeline
ARS Investment Partners, LLC25,956$3.27M0.24%+7,30513F-HRTimeline
Cadence Wealth Management LLC25,526$3.21M2.12%+95413F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL25,267$3.18M0.51%+20,82413F-HR/ATimeline
ArchPoint Investors24,933$3.14M0.92%013F-HRTimeline
Graham Capital Management, L.P.23,950$3.01M0.09%+19,45013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding22,796$2.87MnewTimeline
Frisch Financial Group, Inc.22,410$2.82M0.69%-19,68013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,275$2.8M<0.01%+2,18013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC22,000$2.77M<0.01%-88,98613F-HRTimelineGroup
PING CAPITAL MANAGEMENT, INC.22,000$2.77M1.57%+12,00013F-HRTimeline
Jaffetilchin Investment Partners, LLC21,151$2.66M0.17%-3,08113F-HRTimeline
Cambridge Investment Research Advisors,…20,971$2.64M0.01%-1,25913F-HRTimeline
IMC-Chicago, LLC20,969$2.64M0.07%new13F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC20,588$2.59M1.41%-1,58613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd19,745$2.48M0.1%new13F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC19,606$2.47M0.3%-10,68413F-HRTimeline
AMICA MUTUAL INSURANCE CO19,606$2.47M0.24%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,795$2.36M<0.01%+1,91313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP18,571$2.34M<0.01%+12,34613F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,262$2.3M<0.01%-3,01513F-HR/ATimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC17,951$2.26M0.07%-2,54913F-HRTimeline
Sourcerock Group LLC17,951$2.26M0.12%-2,54913F-HRTimeline
ACIMA PRIVATE WEALTH, LLC17,944$2.26M0.77%013F-HRTimeline
HighTower Advisors, LLC17,624$2.22M<0.01%-1,63213F-HRTimeline
Wealthfront Advisers LLC16,544$2.08M0.01%-30213F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC15,798$1.99M0.77%+6813F-HRTimeline
Pettinga Financial Advisors LLC15,567$1.96M0.43%-22513F-HRTimeline
Eisler Capital Management Ltd.15,132$1.9M0.07%-23,42113F-HRTimeline
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP15,000$1.89M10.69%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management14,466$1.82M0.02%-23313F-HRTimelineGroup
Carrera Capital Advisors14,373$1.81M0.36%+1,38513F-HRTimeline
EWG Elevate Inc.14,363$1.81M0.56%new13F-HRTimeline
Venture Visionary Partners LLC13,500$1.7M0.06%+6,51313F-HRTimeline
Integrated Wealth Concepts LLC13,410$1.69M0.02%-3,16413F-HRTimeline
Caption Management, LLC13,050$1.64M0.15%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding12,988$1.63M-1,514Timeline
Evercore Wealth Management, LLC12,968$1.63M0.03%-4013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.12,523$1.59M0.01%-2,04413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,565$1.58M<0.01%-10,79213F-HRTimeline
WOLVERINE TRADING, LLC12,252$1.56M0.04%-10,33113F-HRTimeline
HRT FINANCIAL LP12,292$1.55M0.01%-27,74013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC12,265$1.54M0.01%-78513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd12,000$1.51M0.1%013F-HRTimelineGroup
HBK Sorce Advisory LLC11,855$1.49M0.04%-12513F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…11,523$1.47M0.35%+2,25613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,518$1.45M0.01%-3,54413F-HRTimelineGroup
RFG Holdings, Inc.11,465$1.44M0.42%-1,53513F-HRTimeline
Fisher Asset Management, LLC11,379$1.43M<0.01%+87413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,355$1.43M<0.01%+2,21013F-HRTimelineGroup
Dynamic Advisor Solutions LLC10,965$1.38M0.04%+5613F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP10,580$1.33M<0.01%-20,63413F-HRTimelineGroup
Ausdal Financial Partners, Inc.10,385$1.31M0.09%+36113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,321$1.3M<0.01%+2,46713F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,311$1.3M<0.01%-4313F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.10,282$1.29M0.01%+1,99013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Anson Capital, Inc.9,992$1.26M1.01%+3,62613F-HRTimeline
HB Wealth Management, LLC9,968$1.25M0.01%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…9,750$1.23M<0.01%+2,20013F-HRTimelineGroup
Janney Montgomery Scott LLC9,558$1.2M<0.01%+2,26213F-HRTimeline
APPLETON PARTNERS INC/MA9,553$1.2M0.09%-85913F-HRTimeline
Convergence Financial, LLC9,542$1.2M0.21%+20713F-HRTimeline
CW Advisors, LLC9,202$1.16M0.01%+41113F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…9,190$1.16M0.2%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,955$1.14M<0.01%+17513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,714$1.1M0.02%+3,05913F-HRTimelineGroup
FLOW TRADERS U.S. LLC8,600$1.08M0.04%-20,98613F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.8,311$1.05M0.03%-6,05113F-HRTimelineGroup
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding8,263$1.04M+1,782Timeline
J.W. COLE ADVISORS, INC.8,092$1.02M0.02%new13F-HRTimeline
SummitTX Capital, L.P.7,942$999K0.04%new13F-HRTimeline
Arrowroot Family Office, LLC7,837$986K0.44%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,829$985K<0.01%-2,14513F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,789$980K0.06%-19613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,590$955K<0.01%-88313F-HRTimelineGroup
Merit Financial Group, LLC7,547$949K0.01%-813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC7,463$938K<0.01%new13F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.7,382$929K0.35%-39013F-HRTimeline
Qube Research & Technologies Ltd7,367$927K<0.01%+6,94413F-HRTimeline
E&G Advisors, LLC7,230$910K0.24%-1013F-HRTimeline
Heritage Wealth Management, Inc.6,696$842K0.27%new13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC6,600$830K0.04%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,561$825K<0.01%+2,55013F-HR/ATimelineGroup
Paragon Capital Management LLC6,459$813K0.42%-29913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,451$811K<0.01%-5,09213F-HRTimelineGroup
World Investment Advisors6,314$794K0.02%-1,40013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,243$785K<0.01%-2,70413F-HRTimelineGroup
Private Advisor Group, LLC6,074$764K<0.01%-2,63213F-HRTimeline
Gainplan LLC6,032$759K0.34%-4,65813F-HRTimeline
MACKENZIE FINANCIAL CORP6,000$755K<0.01%-30013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.5,855$737K0.2%013F-HRTimeline
Argent Trust Co5,828$733K0.03%013F-HRTimeline
SCOTIA CAPITAL INC.5,825$733K<0.01%-40413F-HRTimeline
Kingsview Wealth Management, LLC5,690$716K0.01%new13F-HRTimeline
Rockingstone Advisors LLC5,660$712K0.37%-45513F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,602$705K0.02%-8,23113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,495$691K<0.01%-79,90113F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,306$667K0.05%-10113F-HRTimeline
Quantbot Technologies LP5,290$665K0.02%new13F-HRTimeline
COMERICA BANK5,186$652K<0.01%+1,83013F-HRTimeline
MGO ONE SEVEN LLC5,070$638K0.02%+5913F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK5,051$635K<0.01%-2,19913F-HRTimelineGroup
Mirabaud & Cie SA5,000$629K0.2%013F-HRTimeline
Hara Capital LLC5,000$629K0.39%013F-HRTimeline
Quantitative Investment Management, LLC4,922$619K0.08%-96,46013F-HRTimeline
Quantinno Capital Management LP4,895$616K<0.01%-35913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,701$607K<0.01%+2513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,815$606K-1,048Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,792$603K<0.01%+61913F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,716$593K0.06%-6513F-HRTimelineGroup
Maven Securities LTDin group Maven Securities LTD4,568$575K0.15%-23,40213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,521$569K<0.01%+25513F-HRTimelineGroup
RoundAngle Advisors LLC4,357$548K0.46%-2,76713F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC4,353$548K0.28%-80413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,235$533K<0.01%+42013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,188$526K0.01%-40613F-HRTimelineGroup
Sanctuary Advisors, LLC4,138$521K<0.01%-48013F-HRTimeline
Quarry LP4,000$503K0.12%new13F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …3,782$476K0.08%-1,61813F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC3,780$475K0.14%-19713F-HRTimeline
Pekin Hardy Strauss, Inc.3,760$473K0.05%+71913F-HRTimeline
NATIXISin group Natixis Investment Managers3,591$452K<0.01%+3,41713F-HRTimelineGroup
Creative Planningin group Creative Planning3,495$440K<0.01%-14413F-HRTimelineGroup
Concorde Financial Corp3,462$436K0.26%013F-HRTimeline
J. Goldman & Co LP3,369$424K0.01%-5,33913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,292$414K<0.01%013F-HRTimelineGroup
Capital Square, LLC3,071$409K0.22%-19513F-HRTimeline
Waldron Private Wealth LLC3,247$409K0.02%+80313F-HRTimeline
CENTAURUS FINANCIAL, INC.3,222$405K0.02%-13113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,218$405K0.01%013F-HRTimelineGroup
VestGen Advisors, LLC3,206$403K0.02%-1,87713F-HRTimeline
CX Institutional3,105$391K0.01%new13F-HR/ATimeline
Alpine Global Management, LLC3,081$388K0.09%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,073$387K0.03%-15613F-HRTimeline
Secure Asset Management, LLC3,028$381K0.07%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,982$375K0.01%new13F-HRTimeline
Nikulski Financial, Inc.2,945$370K0.1%new13F-HRTimeline
SeaBridge Investment Advisors LLC2,945$370K0.07%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …2,700$340K0.05%-1,30013F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC2,700$340K0.14%013F-HRTimeline
CWM, LLCin group CWM, LLC2,666$335K<0.01%-18,55613F-HRTimelineGroup
Cladis Investment Advisory, LLC2,662$335K0.21%013F-HRTimeline
Rossby Financial, LCC2,647$333K0.13%+113F-HRTimeline
AE Wealth Management LLC2,617$329K<0.01%-17013F-HRTimeline
NewEdge Advisors, LLC2,593$326K<0.01%-3,80013F-HRTimeline
Founders Financial Alliance, LLC2,526$318K0.07%-413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC2,523$317K0.04%-48213F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…2,504$315K0.09%new13F-HRTimelineGroup