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Disclosery

XOP SPDR SERIES TRUST

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S&P OILGAS EXP (fund)

317 managers (319 13F filers) reported a position in XOP shares at 2025-12-31, 26,451,004 shares in all. 32 filers opened a position and 55 filers sold out during the quarter.

Managers
317
13F filers
319
New
32
Added
89
Reduced
110
Sold out
55
Shares held by filers
26,451,004

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,042,864$510M0.04%-328,56213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,760,778$475M0.07%+191,65113F-HR/ATimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…3,099,500$391M0.66%+50,50013F-HRTimeline
UBS Group AGin group UBS Group AG2,431,845$307M0.06%+927,22413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,128,640$269M0.18%-464,06613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,033,968$257M0.02%-157,67813F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,540,222$194M0.08%+1,198,64013F-HRTimelineGroup
MIRAE ASSET SECURITIES (USA) INC.650,000$82.1M3.25%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC491,415$62M0.1%-14,23413F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…477,078$60.2M0.49%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP458,394$57.9M0.09%+420,59513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC414,674$52.4M0.04%-350,33713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/392,197$49.5M0.05%+330,58913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN383,331$48.4M0.01%+271,21413F-HRTimelineGroup
Vanderbilt University362,028$45.7M7.8%+2,60013F-HRTimeline
Cadence Wealth Management LLC235,924$29.8M14.38%+94,19513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA223,376$28.2M<0.01%-21,66413F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP222,463$28.1M0.03%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…168,263$21.2M0.03%+2,72113F-HRTimelineGroup
LPL Financial LLC157,671$19.9M0.01%-12,90713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.115,235$14.5M0.26%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO97,168$12.3M<0.01%-2,957,55213F-HRTimelineGroup
EP Wealth Advisors, LLC79,193$10M0.05%13F-HRTimeline
Southeast Asset Advisors, LLC76,745$9.69M0.92%+9,81513F-HRTimeline
ARP Global Capital Ltd76,000$9.6M2.9%13F-HRTimeline
Allianz SEin group Allianz SE63,025$7.96M0.1%+7,00013F-HRTimelineGroup
Skylands Capital, LLC61,630$7.78M1.06%+20,25013F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC60,980$7.7M1.49%+1,37113F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…54,508$6.88M0.55%+1,26413F-HRTimeline
Krilogy Financial LLC49,664$6.69M0.23%+6,04713F-HRTimeline
SummitTX Capital, L.P.50,520$6.38M0.19%+43,55113F-HRTimeline
ABBINGTON INVESTMENT GROUP48,649$6.14M4.2%+21,43513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,399$6.11M<0.01%+13,35113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/46,218$5.84M<0.01%+5,41913F-HRTimelineGroup
Condire Management, LP41,028$5.18M0.54%new13F-HRTimeline
PING CAPITAL MANAGEMENT, INC.40,000$5.05M2.01%+7,00013F-HRTimeline
Modus Advisors, LLC39,988$5.05M1.33%-1,45413F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL38,468$4.86M0.71%+17,96613F-HRTimeline
SG Americas Securities, LLC37,904$4.79M0.01%-215,69013F-HRTimeline
Deane Retirement Strategies, Inc.37,469$4.73M1.96%new13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.34,800$4.39M0.11%new13F-HRTimelineGroup
Maven Securities LTDin group Maven Securities LTD33,886$4.28M0.54%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC33,175$4.19M0.1%+17,52513F-HRTimeline
ExodusPoint Capital Management, LP32,531$4.11M0.05%-55,07813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC32,091$4.05M<0.01%+19,50113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,258$3.95M0.01%+94213F-HRTimelineGroup
Graham Capital Management, L.P.31,150$3.93M0.14%+8,20013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,534$3.73M<0.01%+2,64713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,581$3.48M<0.01%+20113F-HRTimelineGroup
Arete Wealth Advisors, LLC26,852$3.39M0.23%new13F-HR/ATimeline
HighTower Advisors, LLC26,820$3.39M<0.01%+9,00913F-HRTimeline
TUDOR INVESTMENT CORP ET AL25,397$3.21M0.02%-62,20913F-HRTimeline
ArchPoint Investors24,933$3.15M0.75%013F-HRTimeline
Arkadios Wealth Advisors24,364$3.08M0.06%-1,76313F-HRTimeline
Jaffetilchin Investment Partners, LLC22,430$2.83M0.17%+85813F-HRTimeline
Stamos Capital Partners, L.P.21,902$2.77M0.44%+4,16213F-HRTimeline
Frisch Financial Group, Inc.21,494$2.71M0.61%-35813F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC19,325$2.44M1.13%-53913F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.18,912$2.38M0.02%-3,45813F-HRTimeline
Carrera Capital Advisors18,417$2.33M0.39%+2,61413F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…18,278$2.3M0.04%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding18,097$2.28M+5,819Timeline
Lombard Odier Asset Management (USA) Co…18,000$2.27M0.93%-2,00013F-HRTimeline
BW Gestao de Investimentos Ltda.17,955$2.27M0.08%new13F-HRTimeline
Cetera Investment Advisers17,468$2.21M<0.01%+4,35313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC17,313$2.19M0.68%-63113F-HRTimeline
Cambridge Investment Research Advisors,…17,116$2.16M0.01%-1,42113F-HRTimeline
ARS Investment Partners, LLC16,992$2.15M0.13%-78313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…16,770$2.12M0.01%+10,77013F-HRTimelineGroup
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding16,700$2.11M+9,807Timeline
Turim 21 Investimentos Ltda.10,646$2.04M0.79%-92713F-HRTimeline
Nikulski Financial, Inc.15,758$1.99M0.48%+10,22513F-HRTimeline
Wealthfront Advisers LLC15,716$1.98M<0.01%+21113F-HRTimeline
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP15,000$1.89M3.28%013F-HRTimelineGroup
SPX Gestao de Recursos Ltdain group SPX Gestao de Recursos Ltda15,000$1.89M0.19%+1,00013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.14,923$1.88M<0.01%-21,02613F-HRTimelineGroup
HBK Sorce Advisory LLC12,843$1.88M0.04%+94213F-HRTimeline
Pettinga Financial Advisors LLC14,223$1.8M0.34%-1,14913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,110$1.78M<0.01%+30813F-HR/ATimelineGroup
Parallax Volatility Advisers, L.P.13,376$1.69M0.05%+13,37513F-HRTimeline
AMICA MUTUAL INSURANCE CO12,964$1.64M0.14%013F-HRTimeline
Sender Co & Partners, Inc.12,936$1.63M0.93%new13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC12,682$1.6M0.59%-93913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,631$1.59M<0.01%-3713F-HRTimeline
Anson Capital, Inc.12,515$1.58M1.15%+1,45913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC12,265$1.55M0.01%013F-HRTimeline
Quarry LP11,945$1.51M0.25%-8,35313F-HRTimeline
MML INVESTORS SERVICES, LLC11,795$1.49M<0.01%-21,72513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,353$1.43M<0.01%+34813F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC11,325$1.43M0.2%-1,41813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,323$1.43M0.01%-19813F-HRTimelineGroup
Fisher Asset Management, LLC11,187$1.41M<0.01%-24413F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.10,282$1.3M0.01%013F-HRTimelineGroup
Empowered Funds, LLC10,173$1.28M0.02%-36113F-HR/ATimeline
Mariner, LLCin group Mariner, LLC10,044$1.27M<0.01%+2,49113F-HRTimelineGroup
HB Wealth Management, LLC9,990$1.26M0.01%+1613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,621$1.21M0.01%-3,35013F-HRTimelineGroup
Dynamic Advisor Solutions LLC9,601$1.21M0.04%-1,20213F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…9,383$1.19M0.28%-2,19313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,195$1.16M<0.01%-83113F-HRTimelineGroup
Convergence Financial, LLC8,965$1.13M0.17%-30213F-HRTimeline
RFG Holdings, Inc.8,841$1.12M0.28%-84113F-HRTimeline
APPLETON PARTNERS INC/MA8,534$1.08M0.07%-59913F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…8,523$1.08M0.16%-16713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,409$1.06M<0.01%-13,00213F-HRTimelineGroup
Arrowroot Family Office, LLC8,355$1.05M0.38%-21813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,783$983K0.02%-1,27913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,619$962K<0.01%+1,04413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,552$953K<0.01%-10,18413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth7,491$947K<0.01%-31013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,466$943K0.05%-2313F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.7,352$928K0.34%-1413F-HRTimeline
Quantinno Capital Management LP7,192$908K<0.01%+61613F-HRTimeline
Janney Montgomery Scott LLC7,189$908K<0.01%-20313F-HRTimeline
E&G Advisors, LLC7,180$907K0.2%-5013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,069$893K<0.01%-14013F-HR/ATimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC6,600$833K0.03%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,550$827K<0.01%-2013F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A6,337$800K<0.01%+3,71213F-HRTimelineGroup
Heritage Wealth Management, Inc.6,315$797K0.22%-7,68113F-HRTimeline
Gainplan LLC6,221$785K0.29%+26413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,176$780K<0.01%-32,91513F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,166$778K<0.01%new13F-HRTimelineGroup
Venture Visionary Partners LLC6,021$760K0.02%-78213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd6,000$758K0.04%013F-HRTimelineGroup
Rockingstone Advisors LLC5,870$741K0.34%+26013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,845$738K0.02%+14613F-HRTimeline
Paragon Capital Management LLC5,772$729K0.37%-64213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,728$723K<0.01%+2,32513F-HRTimelineGroup
MACKENZIE FINANCIAL CORP5,500$699K<0.01%-30013F-HRTimeline
SCOTIA CAPITAL INC.5,526$698K<0.01%-24113F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.5,355$676K0.16%-50013F-HRTimeline
Pekin Hardy Strauss, Inc.5,312$671K0.06%+1,56713F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…5,301$669K0.55%13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…5,254$669K<0.01%+3,14713F-HRTimeline
Cordoba Advisory Partners LLC5,128$647K0.16%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,064$639K<0.01%+9013F-HRTimelineGroup
Mirabaud & Cie SA5,000$631K0.2%013F-HRTimeline
Hara Capital LLC5,000$631K0.35%013F-HRTimeline
Argent Trust Co4,996$631K0.02%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,965$627K0.05%+10913F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.4,899$619K0.01%-8,15213F-HRTimelineGroup
MGO ONE SEVEN LLC4,855$613K0.01%-60013F-HRTimeline
Headlands Technologies LLC4,854$613K0.05%new13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC4,805$607K0.1%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,772$603K<0.01%-12,22813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,728$594K<0.01%-9413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,557$575K<0.01%-1,72213F-HRTimelineGroup
Berger Financial Group, Inc4,449$562K0.03%+27313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …4,413$557K0.07%+74913F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC4,389$554K0.24%+3813F-HRTimeline
NATIXISin group Natixis Investment Managers4,323$546K<0.01%+1,66413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,294$542K<0.01%-813F-HRTimeline
TrustWell Financial Advisors, LLC4,213$532K0.51%13F-HRTimeline
Concorde Financial Corp3,462$484K0.38%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,817$482K0.03%+90613F-HRTimelineGroup
World Investment Advisors3,797$479K0.01%+82213F-HR/ATimeline
Ausdal Financial Partners, Inc.3,759$475K0.02%-4,74613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,742$472K0.02%-1,01313F-HRTimelineGroup
Private Advisor Group, LLC3,718$469K<0.01%-5,21813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3,640$460K<0.01%+1,25413F-HRTimelineGroup
FLOW TRADERS U.S. LLC3,584$453K0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.3,510$443K0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,510$443K0.02%-1,03713F-HRTimeline
Creative Planningin group Creative Planning3,499$442K<0.01%+13013F-HRTimelineGroup
VAN DEN BERG MANAGEMENT I, INC3,492$441K0.1%-29013F-HRTimeline
RoundAngle Advisors LLC3,479$439K0.32%-72013F-HRTimeline
J. Goldman & Co LP3,369$425K0.02%013F-HRTimeline
Waldron Private Wealth LLC3,247$410K0.02%013F-HRTimeline
Wealthspire Advisors, LLC3,246$410K<0.01%+1,77313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,244$410K0.01%-1,64813F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT3,215$406K0.02%new13F-HRTimeline
NewEdge Advisors, LLC3,142$397K<0.01%+61513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,093$391K0.01%+9313F-HRTimeline
Rossby Financial, LCC2,999$379K0.12%+35113F-HRTimeline
VestGen Advisors, LLC2,937$371K0.02%-12613F-HRTimeline
ANCHYRA PARTNERS LLC2,915$368K0.11%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,825$357K<0.01%new13F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp2,775$350K<0.01%013F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …2,700$341K0.04%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,690$340K<0.01%+1,04013F-HRTimeline
Waverly Advisors, LLC2,661$336K<0.01%-2513F-HRTimeline
CENTAURUS FINANCIAL, INC.2,653$335K0.02%-15113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,644$334K0.02%-6513F-HRTimeline
Cladis Investment Advisory, LLC2,628$332K0.18%-3413F-HRTimeline
Founders Financial Alliance, LLC2,526$319K0.06%013F-HRTimeline
COMERICA BANK2,502$316K<0.01%-3,61813F-HRTimeline
WATERS PARKERSON & CO., LLC2,500$316K0.02%013F-HRTimeline
Key Client Fiduciary Advisors, LLC2,480$313K0.11%-22013F-HRTimeline
Parallel Advisors, LLC2,441$308K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,432$307K<0.01%+83613F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,407$304K<0.01%+1213F-HRTimelineGroup
WIT Partners Advisory Pte. Ltd.2,500$300K0.1%013F-HRTimeline
Schneider Downs Wealth Management Advis…2,361$298K0.03%013F-HRTimeline
IHT Wealth Management, LLC2,322$293K0.01%+5413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,283$288K<0.01%+37613F-HRTimelineGroup
SeaBridge Investment Advisors LLC2,233$282K0.05%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,154$272K<0.01%new13F-HRTimelineGroup
Cardinal Point Capital Management ULC2,150$271K0.02%013F-HRTimeline
AE Wealth Management LLC2,149$271K<0.01%-9613F-HRTimeline