SS SPDR S&P Og Exp & ProdXOPETF
13F holders, Q3 2024 (September 30)366holders −27
44new positions
77sold out
5famous investors
$131.60avg. 13F price*
At the end of Q3 2024, 366 institutions reported holding SS SPDR S&P Og Exp & Prod (XOP) in their 13F filings, down 27 from Q2 2024. 44 opened new positions and 77 sold out. The largest holders were Goldman Sachs Group Inc. ($510.1M), Healthcare of Ontario Pension Plan Trust Fund ($252.5M) and Morgan Stanley ($250.2M). 5 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR S&P Og Exp & Prod
- Filed as
- SPDR SER TR (Q3 2024)
- CUSIP
- 78468R556
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $103.5M |
| Exits | 77 | $607.8M |
All 13F filers, Q2 2024 → Q3 2024: 5,349,407 shares bought and 7,589,577 shares sold, net −2,240,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 366 holders
| Goldman Sachs Group Inc. | 0.10% | Reduce -19.4% | 3,878,709 | $510.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.62% | Add +71.4% | 1,920,000 | $252.5M |
| Morgan Stanley | 0.02% | Add +12.0% | 1,902,049 | $250.2M |
| Bank of America Corp. | 0.02% | Add +29.8% | 1,443,768 | $189.9M |
| Barclays PLC | 0.07% | Add +132.9% | 1,267,428 | $166.7M |
| Citigroup Inc. | 0.15% | Add +12.6% | 1,209,883 | $159.1M |
| 59 North Capital Management, LP | 5.71% | Add +27.5% | 967,799 | $127.3M |
| JPMorgan Chase & Co. | 0.01% | Add +17.2% | 719,268 | $94.6M |
| Bessemer Group Inc. | 0.14% | Add +0.1% | 653,104 | $85.9M |
| Mirae Asset Securities (usa) Inc. | 4.94% | Add +62.5% | 650,000 | $85.5M |
| Phoenix Financial Ltd. | 1.26% | Reduce -44.1% | 646,395 | $85.0M |
| UBS Group AG | 0.02% | Add +88.3% | 602,785 | $79.3M |
| Citadel Advisors | 0.08% | Reduce -6.7% | 578,242 | $76.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +5.4% | 404,756 | $53.2M |
| Susquehanna International Group, LLP | 0.09% | Add +166.2% | 403,818 | $53.1M |
| Wells Fargo & Company | 0.01% | Reduce -0.3% | 388,293 | $51.1M |
| Toronto Dominion Bank | 0.09% | Add +24.0% | 366,925 | $48.3M |
| Alaska Permanent Fund Corp | 0.69% | No change | 357,556 | $47.0M |
| Vanderbilt University | 8.54% | Add +0.7% | 350,673 | $46.1M |
| Capstone Investment Advisors, LLC | 1.48% | Add +346.2% | 321,969 | $42.3M |
| Silvercrest Asset Management Group LLC | 0.28% | Reduce -1.2% | 308,250 | $40.5M |
| Squarepoint Ops LLC | 0.13% | Add +141.5% | 294,662 | $38.8M |
| Royal Bank of Canada | 0.01% | Add +50.2% | 286,497 | $37.7M |
| EP Wealth Advisors, LLC | 0.32% | Add +131.1% | 281,677 | $37.0M |
| LPL Financial LLC | 0.01% | Reduce -53.3% | 235,978 | $31.0M |
| Cetera Investment Advisers | 0.06% | Reduce -5.9% | 201,838 | $26.5M |
| Oakworth Capital, Inc. | 1.77% | Reduce -1.3% | 194,602 | $25.6M |
| Itau Unibanco Holding S.A. | 0.65% | New | 150,500 | $19.8M |
| Condire Management, LP | 2.31% | Add +55.6% | 140,000 | $18.4M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -36.5% | 139,269 | $18.3M |
| Jane Street Group, LLC | 0.03% | Add +135.2% | 134,186 | $17.6M |
| Connable Office Inc. | 1.56% | Add +1.3% | 118,154 | $15.5M |
| Capital Fund Management S.A. | 0.17% | Reduce -15.8% | 112,972 | $14.9M |
| Jefferies Financial Group Inc. | 0.25% | New | 108,541 | $14.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -62.7% | 86,207 | $11.3M |
| Bank of Montreal | 0.01% | Add +47.3% | 81,703 | $10.7M |
| Armstrong Advisory Group, Inc. | 0.81% | Add +4240.7% | 74,747 | $9.8M |
| Claar Advisors LLC | 3.27% | No change | 73,810 | $9.7M |
| Ameriprise Financial Inc. | 0.00% | Add +6.8% | 50,768 | $8.3M |
| Insight Wealth Strategies, LLC | 1.08% | Add +11.5% | 62,326 | $8.2M |
| ExodusPoint Capital Management, LP | 0.08% | New | 58,480 | $7.7M |
| Old Mission Capital LLC | 0.17% | New | 58,310 | $7.7M |
| Satovsky Asset Management LLC | 1.71% | Add +1.1% | 57,818 | $7.6M |
| Twin Tree Management, LP | 0.17% | Reduce -36.8% | 55,740 | $7.3M |
| Twin Focus Capital Partners, LLC | 1.15% | Add +0.1% | 55,468 | $7.3M |
| Banque Cantonale Vaudoise | 0.30% | Reduce -1.9% | 54,563 | $7.2M |
| Southeast Asset Advisors, LLC | 0.79% | No change | 54,190 | $7.1M |
| Walleye Capital LLC | 0.08% | New | 49,923 | $6.6M |
| Clearline Capital LP | 0.57% | Add +9.0% | 49,351 | $6.5M |
| Modus Advisors, LLC | 1.95% | Add +0.2% | 45,140 | $5.9M |
| Stifel Financial Corp. | 0.01% | Reduce -14.6% | 45,001 | $5.9M |
| MML Investors Services, LLC | 0.02% | Add +580.6% | 43,197 | $5.7M |
| Frisch Financial Group, Inc. | 1.69% | New | 42,602 | $5.6M |
| SG Americas Securities, LLC | 0.02% | Add +233.4% | 41,281 | $5.4M |
| Discovery Capital Management, LLC / CT | 0.68% | Add +21.9% | 41,200 | $5.4M |
| Earnest Partners LLC | 0.02% | No change | 40,094 | $5.3M |
| Tower Research Capital LLC (TRC) | 0.13% | Add +33.0% | 36,375 | $4.8M |
| Allianz SE | 0.13% | Add +2.9% | 36,125 | $4.8M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.6% | 34,160 | $4.5M |
| Valley Wealth Managers, Inc. | 0.33% | Reduce -2.5% | 33,620 | $4.4M |
| HRT Financial LP | 0.02% | Add +80.2% | 30,870 | $4.1M |
| Gendell Jeffrey L | 0.12% | New | 30,000 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -69.7% | 29,782 | $3.9M |
| Wolverine Trading, LLC | 0.10% | Add +765.8% | 29,316 | $3.8M |
| Raymond James & Associates | 0.00% | Reduce -2.7% | 29,198 | $3.8M |
| Skylands Capital, LLC | 0.52% | Add +20.1% | 29,125 | $3.8M |
| Lombard Odier Asset Management (USA) Corp | 1.59% | New | 28,000 | $3.7M |
| Hudson Bay Capital Management LP | 0.03% | New | 27,047 | $3.6M |
| Flow Traders U.S. LLC | 0.18% | New | 26,277 | $3.5M |
| ArchPoint Investors | 1.10% | Reduce -8.8% | 24,933 | $3.3M |
| GTS Securities LLC | 0.06% | Reduce -48.1% | 24,536 | $3.2M |
| Corient Private Wealth LP | 0.00% | Reduce -11.6% | 23,395 | $3.1M |
| One Plus One Wealth Management, LLC | 1.79% | Reduce -0.8% | 22,897 | $3.0M |
| Cadence Wealth Management LLC | 2.45% | Add +1.5% | 22,866 | $3.0M |
| Composition Wealth, LLC | 0.07% | Reduce -10.5% | 22,567 | $3.0M |
| Lake Hills Wealth Management, LLC | 1.99% | New | 22,566 | $3.0M |
| DRW Securities, LLC | 0.16% | Add +80.5% | 22,476 | $3.0M |
| Millennium Management | 0.00% | New | 22,412 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -69.1% | 21,367 | $2.8M |
| Rokos Capital Management LLP | 0.10% | New | 20,644 | $2.7M |
| Pettinga Financial Advisors LLC | 0.64% | Add +5.6% | 20,631 | $2.7M |
| Brevan Howard Capital Management LP | 0.13% | New | 20,037 | $2.6M |
| Monaco Asset Management SAM | 1.10% | New | 20,000 | $2.6M |
| Amica Mutual Insurance Co. | 0.25% | No change | 19,606 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.1% | 18,940 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -56.4% | 18,782 | $2.5M |
| ARS Investment Partners, LLC | 0.22% | Add +0.5% | 18,658 | $2.5M |
| Quantbot Technologies LP | 0.10% | Add +15.6% | 18,577 | $2.4M |
| Acima Private Wealth, LLC | 0.79% | No change | 17,944 | $2.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +407.7% | 17,724 | $2.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +459.4% | 17,531 | $2.3M |
| Stamos Capital Partners, L.P. | 0.54% | Add +26.7% | 17,430 | $2.3M |
| Brookstone Capital Management | 0.03% | Reduce -1.8% | 17,148 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +0.1% | 16,946 | $2.2M |
| Shelton Wealth Management, LLC | 1.26% | Reduce -5.2% | 16,845 | $2.2M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -0.3% | 16,018 | $2.1M |
| Two Sigma Securities, LLC | 0.17% | Add +25.3% | 15,960 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.3% | 15,953 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +22.1% | 15,723 | $2.1M |
| Wellington Shields Capital Management, LLC | 0.36% | Add +0.9% | 15,690 | $2.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +153.7% | 15,350 | $2.0M |
| Garda Capital Partners LP | 0.50% | New | 15,264 | $2.0M |
| Sierra Capital LLC | 0.24% | No change | 15,118 | $2.0M |
| Black Swift Group, LLC | 0.44% | Add +65.1% | 15,050 | $2.0M |
| Wealthfront Advisers LLC | 0.01% | Add +7.0% | 15,037 | $2.0M |
| Global Endowment Management, LP | 0.20% | No change | 15,000 | $2.0M |
| RFG Holdings, Inc. | 0.68% | Reduce -10.7% | 14,529 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +1.9% | 14,497 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -15.1% | 13,736 | $1.8M |
| Fisher Asset Management | 0.00% | Add +5.0% | 13,400 | $1.8M |
| Appleton Partners Inc. | 0.12% | Reduce -5.5% | 12,662 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.5% | 12,543 | $1.7M |
| Cwm, LLC | 0.01% | Add +124.4% | 12,393 | $1.6M |
| Abacus Planning Group, Inc. | 0.29% | No change | 12,180 | $1.6M |
| HBK Sorce Advisory LLC | 0.05% | Add +1.3% | 11,875 | $1.6M |
| Rockingstone Advisors LLC | 0.74% | Reduce -19.7% | 11,530 | $1.5M |
| Marshall Wace, LLP | 0.00% | Reduce -84.0% | 11,500 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -30.1% | 11,237 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -85.6% | 11,139 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -68.7% | 11,020 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -18.6% | 10,271 | $1.4M |
| Tudor Investment Corporation | 0.01% | Add +59.0% | 10,250 | $1.3M |
| Alpine Global Management, LLC | 0.34% | New | 10,238 | $1.3M |
| Atom Investors LP | 0.14% | Add +532.4% | 10,195 | $1.3M |
| Gainplan LLC | 0.60% | Add +2.1% | 8,709 | $1.3M |
| Quadrature Capital Ltd | 0.03% | New | 9,531 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +21.5% | 9,413 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -63.4% | 9,150 | $1.2M |
| CW Advisors, LLC | 0.02% | Reduce -34.8% | 9,115 | $1.2M |
| Maltin Wealth Management, Inc. | 0.56% | Reduce -6.2% | 8,805 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -49.5% | 8,679 | $1.1M |
| Venture Visionary Partners LLC | 0.05% | Reduce -87.8% | 8,676 | $1.1M |
| Essex Financial Services, Inc. | 0.08% | Reduce -5.3% | 8,162 | $1.1M |
| Access Financial Services, Inc. | 0.50% | Reduce -0.0% | 8,315 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +151.6% | 8,276 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Add +12.2% | 8,153 | $1.1M |
| Crestline Management, L.P. | 0.06% | New | 8,082 | $1.1M |
| Hudson Value Partners, LLC | 0.41% | No change | 8,010 | $1.1M |
| Arkadios Wealth Advisors | 0.06% | Reduce -3.0% | 7,733 | $1.0M |
| Mariner, LLC | 0.00% | Add +14.9% | 7,713 | $1.0M |
| E&G Advisors, LLC | 0.28% | Add +0.3% | 7,710 | $1.0M |
| ORG Partners LLC | 0.16% | Add +3.9% | 7,680 | $1.0M |
| SeaCrest Wealth Management, LLC | 0.11% | Reduce -0.2% | 7,623 | $1.0M |
| Wakefield Asset Management LLLP | 0.32% | Add +0.7% | 7,512 | $988K |
| Paragon Capital Management LLC | 0.49% | Reduce -2.6% | 7,201 | $947K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -8.8% | 7,164 | $942K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -4.5% | 6,959 | $915K |
| Baird Financial Group, Inc. | 0.00% | New | 6,841 | $900K |
| Scotia Capital Inc. | 0.00% | Reduce -0.8% | 6,837 | $899K |
| Anson Capital, Inc. | 0.80% | Reduce -8.4% | 6,836 | $899K |
| Vontobel Holding Ltd. | 0.00% | Add +129.7% | 6,751 | $888K |
| Calamos Wealth Management LLC | 0.05% | No change | 6,600 | $868K |
| National Bank of Canada | 0.00% | Add +64.5% | 6,274 | $825K |
| Truxt Investmentos Ltda. | 0.54% | New | 6,100 | $802K |
| Sanctuary Advisors, LLC | 0.01% | Add +239.2% | 5,376 | $799K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.12% | Add +52.6% | 6,065 | $798K |
| Ping Capital Management, Inc. | 0.44% | No change | 6,000 | $789K |
| Argent Trust Co | 0.03% | No change | 5,828 | $766K |
| Captrust Financial Advisors | 0.00% | Reduce -2.0% | 5,762 | $758K |
| Mackenzie Financial Corp. | 0.00% | Reduce -93.5% | 5,600 | $737K |
| Enclave Advisors LLC | 0.12% | — | 5,566 | $732K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +30.3% | 5,455 | $717K |
| Bayesian Capital Management, LP | 0.08% | New | 5,391 | $709K |
| Meridian Investment Counsel Inc. | 0.21% | No change | 5,370 | $706K |
| Pekin Hardy Strauss, Inc. | 0.09% | Add +1.8% | 5,363 | $705K |
| Savant Capital, LLC | 0.01% | No change | 5,279 | $694K |
| United Asset Strategies, Inc. | 0.06% | Reduce -89.9% | 5,238 | $689K |
| D L Carlson Investment Group Inc. | 0.12% | Reduce -6.9% | 5,219 | $686K |
| Comerica Bank | 0.00% | Add +118.5% | 5,125 | $674K |
| Transcend Capital Advisors, LLC | 0.05% | No change | 5,117 | $673K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Reduce -2.1% | 5,098 | $670K |
| Fielder Capital Group LLC | 0.22% | Reduce -0.5% | 5,072 | $667K |
| Hara Capital LLC | 0.41% | No change | 5,000 | $658K |
| Mirabaud & Cie SA | 0.19% | No change | 5,000 | $658K |
| Marex Group Ltd | 0.01% | Add +116.1% | 4,794 | $631K |
| Van Den Berg Management I, Inc. | 0.17% | Reduce -20.3% | 4,455 | $586K |
| Salem Investment Counselors Inc. | 0.02% | No change | 4,445 | $585K |
| Hirtle & Co., LLC | 0.03% | No change | 4,407 | $580K |
| Transamerica Financial Advisors, LLC | 0.06% | Reduce -58.5% | 4,389 | $578K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.2% | 4,333 | $570K |
| Centaurus Financial, Inc. | 0.04% | Reduce -78.4% | 4,288 | $564K |
| Arrowroot Family Office, LLC | 0.33% | New | 4,284 | $563K |
| US Bancorp \de | 0.00% | No change | 4,245 | $558K |
| Quantinno Capital Management LP | 0.01% | Add +55.9% | 4,118 | $542K |
| CX Institutional | 0.02% | New | 4,114 | $541K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -33.4% | 4,092 | $538K |
| Trexquant Investment LP | 0.01% | New | 4,030 | $530K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,011 | $528K |
| Ballew Advisors, Inc | 0.35% | New | 3,807 | $525K |
| Focus Partners Wealth | 0.00% | Reduce -38.7% | 3,906 | $514K |
| Creative Planning | 0.00% | Reduce -0.5% | 3,833 | $504K |
| Hollencrest Capital Management | 0.02% | Add +0.1% | 3,778 | $497K |
| Parkside Investments, LLC | 0.07% | No change | 3,775 | $496K |
| Vanguard Capital Wealth Advisors | 0.52% | New | 3,750 | $493K |
| ProVise Management Group, LLC | 0.04% | No change | 3,743 | $492K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -49.8% | 3,670 | $483K |
| Aster Capital Management (DIFC) Ltd | 0.10% | — | 3,644 | $479K |
| Concorde Financial Corp | 0.27% | No change | 3,462 | $455K |
| Whittier Trust Co. | 0.01% | No change | 3,385 | $445K |
| J. Goldman & Co LP | 0.02% | No change | 3,369 | $443K |
| Altfest L J & Co. Inc. | 0.06% | New | 3,310 | $435K |
| KWB Wealth | 0.06% | Add +3.1% | 2,961 | $431K |
| Belpointe Asset Management LLC | 0.03% | Add +2.2% | 3,267 | $430K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -2.3% | 3,264 | $429K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -83.7% | 3,273 | $428K |
| Waldron Private Wealth LLC | 0.02% | No change | 3,247 | $427K |
| Focus Financial Network, Inc. | 0.02% | Add +6.9% | 3,205 | $421K |
| AE Wealth Management LLC | 0.00% | New | 3,148 | $414K |
| Private Advisory Group LLC | 0.05% | Reduce -95.2% | 3,144 | $413K |
| Fca Corp. | 0.12% | Add +5.7% | 3,057 | $402K |
| ERn Financial, LLC | 0.06% | Reduce -3.3% | 3,040 | $400K |
| PEAK6 Investments LLC | 0.02% | New | 2,963 | $390K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.9% | 2,833 | $373K |
| AQR Capital Management | 0.00% | No change | 2,825 | $372K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -12.7% | 2,757 | $363K |
| Inspire Advisors, LLC | 0.04% | Reduce -69.2% | 2,750 | $362K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -59.9% | 2,713 | $357K |
| Key Client Fiduciary Advisors, LLC | 0.16% | No change | 2,700 | $355K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -47.8% | 2,692 | $354K |
| Advisory Alpha, LLC | 0.01% | Add +0.2% | 2,669 | $351K |
| Cladis Investment Advisory, LLC | 0.24% | Add +2.9% | 2,662 | $350K |
| Banco Santander, S.A. | 0.00% | Add +88.9% | 2,654 | $349K |
| Equitable Holdings, Inc. | 0.00% | Reduce -3.6% | 2,593 | $341K |
| Financial Management Network Inc. | 0.07% | New | 2,386 | $336K |
| Founders Financial Alliance, LLC | 0.09% | No change | 2,530 | $333K |
| Inscription Capital, LLC | 0.05% | No change | 2,512 | $330K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 2,500 | $329K |
| Cowa, LLC | 0.15% | Reduce -45.2% | 2,450 | $322K |
| Prairie Wealth Advisors, Inc. | 0.16% | Add +1.7% | 2,427 | $319K |
| WT Wealth Management | 0.10% | Add +53.6% | 2,332 | $315K |
| Parallel Advisors, LLC | 0.01% | No change | 2,358 | $310K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.8% | 2,320 | $305K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -22.6% | 2,320 | $304K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -4.8% | 2,305 | $303K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -83.3% | 2,189 | $302K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 2,297 | $302K |
| Amica Retiree Medical Trust | 0.25% | — | 2,272 | $299K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.0% | 2,199 | $290K |
| Insight 2811, Inc. | 0.14% | No change | 2,081 | $274K |
| DORCHESTER WEALTH MANAGEMENT Co | 0.05% | No change | 2,050 | $270K |
| Fiduciary Financial Group, LLC | 0.06% | Add +1.4% | 1,943 | $268K |
| Fiduciary Counselling Inc. | 0.68% | No change | 2,022 | $266K |
| Fermata Advisors, LLC | 0.05% | Reduce -17.4% | 2,013 | $265K |
| Crestmont Private Wealth LLC | 0.11% | No change | 1,977 | $260K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 1,960 | $258K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -46.1% | 1,917 | $252K |
| Convergence Financial, LLC | 0.05% | Reduce -11.0% | 1,915 | $252K |
| Insigneo Advisory Services, LLC | 0.02% | Add +0.7% | 1,852 | $244K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -17.5% | 1,833 | $241K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,800 | $237K |
| Oxbow Advisors, LLC | 0.02% | No change | 1,780 | $234K |
| Stephens Inc. | 0.00% | Reduce -0.1% | 1,759 | $231K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +2256.8% | 1,744 | $229K |
| Ieq Capital, LLC | 0.00% | Reduce -1.9% | 1,743 | $229K |
| Tyche Wealth Partners LLC | 0.05% | No change | 1,721 | $226K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 1,695 | $223K |
| Jones Financial Companies LLLP | 0.00% | Add +3035.2% | 1,693 | $222K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 1,670 | $220K |
| Burford Brothers, Inc. | 0.11% | No change | 1,612 | $212K |
| Cary Street Partners Asset Management LLC | 0.03% | Reduce -32.0% | 1,577 | $207K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -32.0% | 1,577 | $207K |
| Bank of New York Mellon Corp | 0.00% | New | 1,548 | $204K |
| Daiwa Securities Group Inc. | 0.00% | Add +24.5% | 1,525 | $201K |
| Riggs Asset Managment Co. Inc. | 0.05% | No change | 1,477 | $194K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.7% | 1,332 | $175K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,305 | $172K |
| TruNorth Capital Management, LLC | 0.05% | Add +30.0% | 1,300 | $171K |
| LMR Partners LLP | 0.00% | New | 1,283 | $169K |
| Kings Path Partners LLC | 0.07% | New | 1,280 | $168K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,190 | $157K |
| Chesapeake Asset Management LLC | 0.13% | No change | 1,110 | $146K |
| Lowe Wealth Advisors, LLC | 0.06% | No change | 1,077 | $142K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -25.4% | 1,065 | $140K |
| Principal Securities, Inc. | 0.00% | Reduce -0.1% | 975 | $128K |
| Aptus Capital Advisors, LLC | 0.00% | Add +145.0% | 931 | $122K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -56.8% | 901 | $119K |
| WASHINGTON TRUST Co | 0.00% | Reduce -2.8% | 770 | $101K |
| MGB Wealth Management, LLC | 0.04% | Reduce -34.8% | 750 | $99K |
| Signaturefd, LLC | 0.00% | Reduce -1.5% | 713 | $94K |
| FMR LLC | 0.00% | Add +8.8% | 705 | $93K |
| FSA Wealth Management LLC | 0.04% | — | 701 | $92K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 700 | $92K |
| Ancora Advisors LLC | 0.00% | No change | 600 | $79K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +23.1% | 533 | $74K |
| Franklin Resources Inc. | 0.00% | No change | 500 | $69K |
| Fairfield Financial Advisors, LTD | 0.02% | Reduce -7.4% | 512 | $67K |
| EPG Wealth Management LLC | 0.02% | Add +0.0% | 500 | $66K |
| Credit Agricole S A | 0.00% | New | 481 | $63K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -14.6% | 440 | $58K |
| North Star Investment Management Corp. | 0.00% | No change | 410 | $54K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +13.5% | 396 | $52K |
| Assetmark, Inc. | 0.00% | Reduce -99.9% | 395 | $52K |
| Blair William & Co. | 0.00% | Add +13.4% | 388 | $51K |
| Bokf, NA | 0.00% | New | 350 | $49K |
| Lanark Financial, Inc. | 0.00% | Add +0.3% | 347 | $45K |
| Larson Financial Group LLC | 0.00% | Reduce -1.5% | 334 | $44K |
| Provident Wealth Management, LLC | 0.01% | No change | 330 | $43K |
| Avondale Wealth Management | 0.03% | Reduce -46.9% | 327 | $43K |
| IFP Advisors, Inc | 0.00% | Reduce -33.5% | 302 | $40K |
| Creative Financial Designs Inc. | 0.00% | Add +500.0% | 300 | $39K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 300 | $39K |
| Spire Wealth Management | 0.00% | Reduce -13.6% | 292 | $38K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -32.6% | 264 | $35K |
| Anchor Investment Management, LLC | 0.00% | New | 254 | $33K |
| Realta Investment Advisors | 0.02% | Reduce -62.3% | 240 | $33K |
| Rothschild Investment LLC | 0.00% | No change | 253 | $33K |
| Founders Capital Management | 0.02% | No change | 252 | $33K |
| Creekmur Asset Management LLC | 0.01% | No change | 226 | $30K |
| BNP Paribas | 0.00% | No change | 226 | $30K |
| Your Advocates Ltd., LLP | 0.01% | No change | 222 | $29K |
| Avior Wealth Management, LLC | 0.00% | Reduce -79.7% | 214 | $28K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 200 | $26K |
| Westside Investment Management, Inc. | 0.01% | No change | 200 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -23.1% | 200 | $26K |
| Centerpoint Advisors, LLC | 0.01% | No change | 175 | $23K |
| Natixis | 0.00% | No change | 174 | $23K |
| Global Wealth Strategies & Associates | 0.01% | Add +60.0% | 160 | $21K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 150 | $19K |
| Smithfield Trust Co | 0.00% | No change | 145 | $19K |
| Dunhill Financial, LLC | 0.01% | Add +0.7% | 142 | $19K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 132 | $17K |
| Pin Oak Investment Advisors Inc. | 0.02% | Reduce -50.2% | 135 | $17K |
| Winthrop Capital Management, LLC | 0.01% | New | 128 | $17K |
| Castleview Partners, LLC | 0.01% | Add +0.8% | 124 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 123 | $16K |
| Archer Investment Corp | 0.00% | No change | 121 | $16K |
| Slocum, Gordon & Co LLP | 0.01% | No change | 112 | $15K |
| Global Retirement Partners, LLC | 0.00% | Reduce -97.1% | 109 | $14K |
| Financial Management Professionals, Inc. | 0.00% | New | 109 | $14K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 105 | $14K |
| Continuum Advisory, LLC | 0.00% | No change | 95 | $14K |
| Optimum Investment Advisors | 0.01% | No change | 100 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $13K |
| Caldwell Trust Co | 0.00% | No change | 82 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 72 | $9K |
| Legacy Investment Solutions, LLC | 0.01% | — | 59 | $8K |
| Legacy Wealth Managment, LLC | 0.01% | — | 59 | $8K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 62 | $8K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 47 | $6K |
| WR Wealth Planners, LLC | 0.00% | No change | 40 | $5K |
| Pacific Center for Financial Services | 0.00% | No change | 38 | $5K |
| Caitlin John, LLC | 0.00% | Add +183.3% | 34 | $5K |
| Chilton Capital Management LLC | 0.00% | Add +12.5% | 36 | $5K |
| First Horizon Advisors, Inc. | 0.00% | No change | 36 | $5K |
| Missouri Trust & Investment Co | 0.00% | No change | 30 | $4K |
| Stephens Consulting, LLC | 0.00% | No change | 30 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 24 | $3K |
| Friedenthal Financial | 0.00% | No change | 23 | $3K |
| Westwind Capital | 0.00% | Reduce -99.9% | 26 | $3K |
| SWAN Capital LLC | 0.00% | New | 20 | $3K |
| Venturi Wealth Management, LLC | 0.00% | No change | 20 | $3K |
| Sound Income Strategies, LLC | 0.00% | Reduce -98.8% | 20 | $3K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 17 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 15 | $2K |
| Macroview Investment Management LLC | 0.00% | Reduce -40.0% | 12 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 10 | $1K |
| Hexagon Capital Partners LLC | 0.00% | New | 10 | $1K |
| Perritt Capital Management Inc | 0.00% | No change | 9 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -98.8% | 9 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 7 | $921 |
| Allworth Financial LP | 0.00% | No change | 7 | $921 |
| Beacon Capital Management, LLC | 0.00% | No change | 6 | $789 |
| Nemes Rush Group LLC | 0.00% | No change | 3 | $465 |
| VitalStone Financial, LLC | 0.00% | No change | 2 | $263 |
| Bare Financial Services, Inc | 0.00% | No change | 1 | $132 |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -100.0% | 1 | $132 |
"% of holder's portfolio" is XOP's weight in each manager's 13F, not the share of SS SPDR S&P Og Exp & Prod the manager owns.