SS SPDR S&P Og Exp & ProdXOPETF
13F holders, Q4 2024 (December 31)381holders +15
61new positions
57sold out
5famous investors
$132.31avg. 13F price*
At the end of Q4 2024, 381 institutions reported holding SS SPDR S&P Og Exp & Prod (XOP) in their 13F filings, up 15 from Q3 2024. 61 opened new positions and 57 sold out. The largest holders were Goldman Sachs Group Inc. ($505.3M), Healthcare of Ontario Pension Plan Trust Fund ($341.1M) and Morgan Stanley ($197.9M). 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 (Q4 2024)
- CUSIP
- 78468R556
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $67.5M |
| Exits | 57 | $293.0M |
All 13F filers, Q3 2024 → Q4 2024: 2,936,537 shares bought and 7,527,914 shares sold, net −4,591,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 381 holders
| Goldman Sachs Group Inc. | 0.10% | Reduce -1.6% | 3,817,583 | $505.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.74% | Add +34.2% | 2,577,000 | $341.1M |
| Morgan Stanley | 0.01% | Reduce -21.4% | 1,495,428 | $197.9M |
| UBS Group AG | 0.03% | Add +86.9% | 1,126,770 | $149.2M |
| Bank of America Corp. | 0.01% | Reduce -22.4% | 1,120,090 | $148.3M |
| Citadel Advisors | 0.10% | Add +43.7% | 830,762 | $110.0M |
| Barclays PLC | 0.05% | Reduce -36.7% | 802,825 | $106.3M |
| Mirae Asset Securities (usa) Inc. | 4.02% | No change | 650,000 | $86.0M |
| Citigroup Inc. | 0.08% | Reduce -46.4% | 648,447 | $85.8M |
| Discovery Capital Management, LLC / CT | 5.24% | Add +1290.8% | 573,000 | $75.8M |
| Bessemer Group Inc. | 0.11% | Reduce -23.5% | 499,702 | $66.1M |
| Susquehanna International Group, LLP | 0.08% | Reduce -2.8% | 392,336 | $51.9M |
| Vanderbilt University | 9.16% | Add +0.6% | 352,878 | $46.7M |
| Phoenix Financial Ltd. | 0.52% | Reduce -55.3% | 288,993 | $38.3M |
| EP Wealth Advisors, LLC | 0.30% | Reduce -0.6% | 280,084 | $37.1M |
| Royal Bank of Canada | 0.01% | Reduce -6.1% | 268,929 | $35.6M |
| Capital Fund Management S.A. | 0.31% | Add +106.6% | 233,411 | $30.9M |
| LPL Financial LLC | 0.01% | Reduce -13.8% | 203,466 | $26.9M |
| Oakworth Capital, Inc. | 1.76% | Reduce -0.7% | 193,306 | $25.6M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -4.0% | 133,721 | $18.4M |
| Wells Fargo & Company | 0.00% | Reduce -66.4% | 130,418 | $17.3M |
| Cetera Investment Advisers | 0.04% | Reduce -35.7% | 129,858 | $17.2M |
| Jefferies Financial Group Inc. | 0.19% | Add +12.4% | 122,048 | $16.2M |
| Millennium Management | 0.01% | Add +398.1% | 111,625 | $14.8M |
| Squarepoint Ops LLC | 0.03% | Reduce -69.5% | 89,712 | $11.9M |
| Condire Management, LP | 1.62% | Reduce -39.5% | 84,693 | $11.2M |
| Eisler Capital Management Ltd. | 0.37% | — | 82,517 | $11.1M |
| Connable Office Inc. | 1.03% | Reduce -36.4% | 75,178 | $10.0M |
| Claar Advisors LLC | 3.16% | No change | 73,810 | $9.8M |
| SPX Gestao de Recursos Ltda | 1.32% | New | 65,970 | $8.7M |
| Insight Wealth Strategies, LLC | 1.13% | Add +2.5% | 63,904 | $8.5M |
| MML Investors Services, LLC | 0.03% | Add +36.3% | 58,880 | $7.8M |
| Satovsky Asset Management LLC | 1.75% | Reduce -0.2% | 57,702 | $7.6M |
| Valley Wealth Managers, Inc. | 0.56% | Add +69.1% | 56,851 | $7.5M |
| Southeast Asset Advisors, LLC | 0.88% | No change | 54,190 | $7.2M |
| Raymond James Financial Inc. | 0.00% | — | 52,105 | $6.9M |
| DRW Securities, LLC | 0.45% | Add +125.2% | 50,614 | $6.7M |
| Bank of Montreal | 0.00% | Reduce -40.8% | 48,405 | $6.4M |
| EHP Funds Inc. | 6.42% | New | 47,000 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -93.6% | 45,875 | $6.1M |
| Walleye Capital LLC | 0.06% | Reduce -9.6% | 45,150 | $6.0M |
| Twin Focus Capital Partners, LLC | 0.87% | Reduce -20.2% | 44,283 | $5.9M |
| Verition Fund Management LLC | 0.03% | New | 44,166 | $5.8M |
| Modus Advisors, LLC | 1.83% | Reduce -2.2% | 44,142 | $5.8M |
| Madrid Financial Services | 4.60% | — | 43,785 | $5.8M |
| Frisch Financial Group, Inc. | 1.69% | Reduce -1.0% | 42,164 | $5.6M |
| Earnest Partners LLC | 0.02% | No change | 40,094 | $5.3M |
| Marshall Wace, LLP | 0.01% | Add +243.5% | 39,500 | $5.2M |
| Stifel Financial Corp. | 0.01% | Reduce -17.4% | 37,181 | $4.9M |
| Thomist Capital Management, LP | 1.58% | New | 37,464 | $4.9M |
| Allianz SE | 0.12% | Add +0.3% | 36,225 | $4.7M |
| Gendell Jeffrey L | 0.14% | Add +13.4% | 34,033 | $4.5M |
| Skylands Capital, LLC | 0.60% | Add +11.3% | 32,425 | $4.3M |
| Krilogy Financial LLC | 0.28% | New | 32,174 | $4.3M |
| Guild Investment Management, Inc. | 4.60% | New | 31,900 | $4.2M |
| Ashton Thomas Private Wealth, LLC | 0.16% | New | 31,015 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.5% | 29,934 | $4.0M |
| Tower Research Capital LLC (TRC) | 0.07% | Reduce -21.8% | 28,438 | $3.8M |
| Lombard Odier Asset Management (USA) Corp | 1.50% | Reduce -7.1% | 26,000 | $3.4M |
| SG Americas Securities, LLC | 0.01% | Reduce -37.8% | 25,671 | $3.4M |
| Sanders Morris Harris LLC | 0.50% | New | 25,296 | $3.3M |
| ArchPoint Investors | 1.08% | No change | 24,933 | $3.3M |
| Lake Hills Wealth Management, LLC | 2.23% | Add +9.1% | 24,621 | $3.3M |
| Brevan Howard Capital Management LP | 0.08% | Add +22.5% | 24,539 | $3.2M |
| Cadence Wealth Management LLC | 2.11% | Add +5.2% | 24,046 | $3.2M |
| One Plus One Wealth Management, LLC | 1.74% | Reduce -2.3% | 22,381 | $3.0M |
| Caxton Associates LP | 0.09% | New | 22,000 | $2.9M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -62.9% | 21,680 | $2.9M |
| Toronto Dominion Bank | 0.01% | Reduce -94.2% | 21,185 | $2.8M |
| Tudor Investment Corporation | 0.03% | Add +103.1% | 20,816 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -59.0% | 20,812 | $2.8M |
| Composition Wealth, LLC | 0.06% | Reduce -8.8% | 20,590 | $2.7M |
| Atom Investors LP | 0.33% | Add +99.5% | 20,335 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +80.4% | 20,099 | $2.7M |
| Amica Mutual Insurance Co. | 0.27% | No change | 19,606 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +33.7% | 19,388 | $2.6M |
| ARS Investment Partners, LLC | 0.22% | Add +0.1% | 18,677 | $2.5M |
| Pettinga Financial Advisors LLC | 0.55% | Reduce -10.3% | 18,507 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.6% | 18,469 | $2.4M |
| Itau Unibanco Holding S.A. | 0.08% | Reduce -87.6% | 18,600 | $2.4M |
| Cwm, LLC | 0.01% | Add +46.2% | 18,118 | $2.4M |
| Acima Private Wealth, LLC | 0.80% | No change | 17,944 | $2.4M |
| Twin Tree Management, LP | 0.06% | Reduce -68.0% | 17,836 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Add +16.6% | 17,529 | $2.3M |
| Stamos Capital Partners, L.P. | 0.54% | Add +0.2% | 17,460 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.9% | 17,254 | $2.3M |
| Brookstone Capital Management | 0.03% | Reduce -7.3% | 15,887 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.6% | 15,860 | $2.1M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +331.1% | 15,822 | $2.1M |
| HRT Financial LP | 0.01% | Reduce -50.0% | 15,429 | $2.0M |
| Sierra Capital LLC | 0.24% | No change | 15,118 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.0% | 15,020 | $2.0M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -8.0% | 14,735 | $2.0M |
| Alaska Permanent Fund Corp | 0.03% | Reduce -96.0% | 14,444 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +111.0% | 14,433 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.8% | 13,981 | $1.9M |
| Shelton Wealth Management, LLC | 1.00% | Reduce -18.4% | 13,743 | $1.8M |
| RFG Holdings, Inc. | 0.60% | Reduce -6.8% | 13,542 | $1.8M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -95.8% | 13,050 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.9% | 12,911 | $1.7M |
| Heritage Oak Wealth Advisors LLC | 0.79% | New | 12,458 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +49.6% | 12,382 | $1.6M |
| HBK Sorce Advisory LLC | 0.05% | Add +1.3% | 12,029 | $1.6M |
| Y.D. More Investments Ltd | 0.14% | New | 12,000 | $1.6M |
| Fisher Asset Management | 0.00% | Reduce -11.3% | 11,883 | $1.6M |
| Carrera Capital Advisors | 0.35% | New | 11,279 | $1.5M |
| Gainplan LLC | 0.56% | Add +27.9% | 11,135 | $1.5M |
| Cary Street Partners Financial LLC | 0.05% | — | 11,038 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.5% | 10,942 | $1.4M |
| Appleton Partners Inc. | 0.10% | Reduce -15.3% | 10,722 | $1.4M |
| Farther Finance Advisors, LLC | 0.05% | Add +882.6% | 10,465 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +45.9% | 10,454 | $1.4M |
| Fortis Group Advisors, LLC | 0.26% | New | 10,439 | $1.4M |
| GTS Securities LLC | 0.07% | Reduce -58.0% | 10,300 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -7.9% | 10,153 | $1.3M |
| Pickering Energy Partners LP | 18.76% | New | 10,000 | $1.3M |
| Ping Capital Management, Inc. | 0.54% | Add +66.7% | 10,000 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.2% | 9,754 | $1.3M |
| Abacus Planning Group, Inc. | 0.22% | Reduce -22.4% | 9,445 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +141.6% | 9,436 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -0.1% | 9,407 | $1.2M |
| Wellington Shields Capital Management, LLC | 0.22% | Reduce -41.4% | 9,190 | $1.2M |
| Wakefield Asset Management LLLP | 0.40% | Add +20.0% | 9,013 | $1.2M |
| Maltin Wealth Management, Inc. | 0.58% | Add +0.7% | 8,869 | $1.2M |
| ORG Partners LLC | 0.16% | Add +14.2% | 8,772 | $1.2M |
| Ground Swell Capital, LLC | 2.51% | New | 8,714 | $1.2M |
| CW Advisors, LLC | 0.02% | Reduce -7.5% | 8,430 | $1.1M |
| Mariner, LLC | 0.00% | Add +8.4% | 8,358 | $1.1M |
| Fourth Dimension Wealth, LLC | 0.56% | — | 8,176 | $1.1M |
| Essex Financial Services, Inc. | 0.08% | Reduce -0.4% | 8,131 | $1.1M |
| Access Financial Services, Inc. | 0.47% | Reduce -3.5% | 8,022 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -1.8% | 8,008 | $1.1M |
| Arrowroot Family Office, LLC | 0.53% | Add +81.1% | 7,759 | $1.0M |
| Arkadios Wealth Advisors | 0.06% | Reduce -1.0% | 7,657 | $1.0M |
| World Investment Advisors | 0.03% | New | 7,623 | $1.0M |
| E&G Advisors, LLC | 0.27% | Reduce -2.7% | 7,500 | $993K |
| BlueCrest Capital Management Ltd | 0.06% | New | 7,500 | $993K |
| Wolverine Trading, LLC | 0.02% | Reduce -74.8% | 7,397 | $966K |
| Venture Visionary Partners LLC | 0.04% | Reduce -16.8% | 7,220 | $956K |
| Black Swift Group, LLC | 0.20% | Reduce -52.1% | 7,215 | $955K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -52.4% | 7,300 | $954K |
| Paragon Capital Management LLC | 0.51% | Reduce -1.0% | 7,132 | $944K |
| Global Endowment Management, LP | 0.12% | Reduce -53.3% | 7,000 | $927K |
| Jones Financial Companies LLLP | 0.00% | Add +309.4% | 6,932 | $918K |
| RoundAngle Advisors LLC | 0.87% | — | 6,905 | $914K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 6,800 | $900K |
| Scotia Capital Inc. | 0.00% | Reduce -1.2% | 6,754 | $894K |
| Calamos Wealth Management LLC | 0.04% | No change | 6,600 | $874K |
| Mackenzie Financial Corp. | 0.00% | Add +17.9% | 6,600 | $874K |
| NewEdge Advisors, LLC | 0.01% | Reduce -30.6% | 6,348 | $840K |
| Corient Private Wealth LP | 0.00% | Reduce -9.0% | 21,286 | $829K |
| Rockingstone Advisors LLC | 0.36% | Reduce -46.2% | 6,205 | $821K |
| Transcend Capital Advisors, LLC | 0.06% | Add +19.6% | 6,122 | $810K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -20.1% | 6,092 | $806K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -61.4% | 6,071 | $804K |
| Verde Servicos Internacionais S.A. | 0.34% | New | 6,000 | $794K |
| GM Advisory Group, LLC | 0.04% | New | 5,890 | $780K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -15.8% | 5,858 | $775K |
| Meridian Investment Counsel Inc. | 0.23% | Add +8.8% | 5,845 | $774K |
| Argent Trust Co | 0.03% | No change | 5,828 | $771K |
| International Assets Investment Management, LLC | 0.06% | New | 5,631 | $759K |
| Principal Securities, Inc. | 0.02% | Add +480.0% | 5,655 | $749K |
| Anson Capital, Inc. | 0.65% | Reduce -18.1% | 5,600 | $741K |
| Captrust Financial Advisors | 0.00% | Reduce -5.0% | 5,474 | $725K |
| Ballew Advisors, Inc | 0.46% | Add +33.4% | 5,079 | $721K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.11% | Reduce -12.1% | 5,330 | $706K |
| Savant Capital, LLC | 0.01% | No change | 5,279 | $699K |
| National Bank of Canada | 0.00% | Reduce -15.9% | 5,274 | $698K |
| Enclave Advisors LLC | 0.11% | Reduce -5.9% | 5,238 | $693K |
| Quantinno Capital Management LP | 0.01% | Add +22.4% | 5,040 | $667K |
| D L Carlson Investment Group Inc. | 0.12% | Reduce -4.0% | 5,010 | $663K |
| Hara Capital LLC | 0.42% | No change | 5,000 | $662K |
| Mirabaud & Cie SA | 0.21% | No change | 5,000 | $662K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.9% | 4,790 | $658K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -44.0% | 4,860 | $643K |
| SFI Advisors, LLC | 0.44% | New | 4,693 | $621K |
| Advisory Services Network, LLC | 0.01% | New | 4,659 | $617K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -15.2% | 4,625 | $612K |
| Transamerica Financial Advisors, LLC | 0.06% | Add +3.7% | 4,552 | $603K |
| Private Advisor Group, LLC | 0.00% | Reduce -86.8% | 4,497 | $595K |
| Salem Investment Counselors Inc. | 0.02% | Add +1.1% | 4,495 | $595K |
| Vontobel Holding Ltd. | 0.00% | Reduce -34.6% | 4,414 | $584K |
| Hirtle & Co., LLC | 0.03% | No change | 4,407 | $583K |
| Pekin Hardy Strauss, Inc. | 0.07% | Reduce -19.7% | 4,308 | $570K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.6% | 4,307 | $570K |
| US Bancorp \de | 0.00% | Add +0.5% | 4,266 | $565K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +56.8% | 4,221 | $559K |
| StoneX Group Inc. | 0.03% | New | 4,158 | $550K |
| Van Den Berg Management I, Inc. | 0.16% | Reduce -7.8% | 4,109 | $544K |
| Cinctive Capital Management LP | 0.03% | New | 4,067 | $538K |
| Independent Advisor Alliance | 0.01% | New | 4,052 | $536K |
| Empowered Funds, LLC | 0.01% | New | 4,032 | $534K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,011 | $531K |
| Private Advisory Group LLC | 0.06% | Add +25.4% | 3,942 | $522K |
| Creative Planning | 0.00% | Reduce -1.1% | 3,789 | $502K |
| Parkside Investments, LLC | 0.07% | No change | 3,775 | $500K |
| SeaBridge Investment Advisors LLC | 0.10% | New | 3,729 | $494K |
| Banco Santander, S.A. | 0.01% | Add +37.7% | 3,654 | $484K |
| Centaurus Financial, Inc. | 0.03% | Reduce -15.1% | 3,639 | $482K |
| AE Wealth Management LLC | 0.00% | Add +15.6% | 3,639 | $482K |
| Barometer Capital Management Inc. | 0.19% | New | 3,300 | $480K |
| Kovack Advisors, Inc. | 0.05% | New | 3,533 | $468K |
| Concorde Financial Corp | 0.27% | No change | 3,462 | $458K |
| Whittier Trust Co. | 0.01% | No change | 3,385 | $448K |
| J. Goldman & Co LP | 0.02% | Add +0.1% | 3,372 | $446K |
| Belpointe Asset Management LLC | 0.03% | Reduce -2.3% | 3,192 | $445K |
| Focus Financial Network, Inc. | 0.02% | Add +3.3% | 3,311 | $438K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.6% | 3,283 | $435K |
| AQR Capital Management | 0.00% | Add +15.9% | 3,275 | $434K |
| Waldron Private Wealth LLC | 0.02% | No change | 3,247 | $430K |
| Mizuho Markets Americas LLC | 0.01% | New | 3,179 | $421K |
| ERn Financial, LLC | 0.06% | Add +3.5% | 3,145 | $416K |
| Fca Corp. | 0.13% | Add +0.9% | 3,084 | $408K |
| Rokos Capital Management LLP | 0.01% | Reduce -85.6% | 2,969 | $393K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 2,815 | $373K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -14.4% | 2,802 | $371K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -1.4% | 2,718 | $360K |
| Key Client Fiduciary Advisors, LLC | 0.16% | No change | 2,700 | $357K |
| Cladis Investment Advisory, LLC | 0.25% | No change | 2,662 | $352K |
| Group One Trading LLC | 0.01% | New | 2,619 | $347K |
| Rossby Financial, LCC | 0.22% | — | 2,605 | $345K |
| Sig Brokerage, LP | 0.16% | — | 2,591 | $343K |
| Advisory Alpha, LLC | 0.01% | Reduce -3.7% | 2,571 | $340K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +39.0% | 2,548 | $337K |
| Founders Financial Alliance, LLC | 0.09% | No change | 2,530 | $335K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 2,500 | $331K |
| Woodmont Investment Counsel LLC | 0.02% | New | 2,412 | $319K |
| Trexquant Investment LP | 0.00% | Reduce -40.6% | 2,394 | $317K |
| IHT Wealth Management, LLC | 0.01% | Add +7.8% | 2,371 | $314K |
| Parallel Advisors, LLC | 0.01% | No change | 2,358 | $312K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -0.2% | 2,301 | $305K |
| Amica Retiree Medical Trust | 0.29% | No change | 2,272 | $301K |
| Massachusetts Wealth Management | 0.18% | New | 2,235 | $296K |
| Belvedere Trading LLC | 0.02% | New | 2,219 | $294K |
| Waverly Advisors, LLC | 0.00% | New | 2,211 | $293K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -5.8% | 2,185 | $286K |
| Fiduciary Financial Group, LLC | 0.06% | Add +3.6% | 2,013 | $280K |
| Western Wealth Management, LLC | 0.01% | New | 2,108 | $279K |
| DORCHESTER WEALTH MANAGEMENT Co | 0.05% | No change | 2,050 | $271K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -24.6% | 2,045 | $271K |
| Sunbeam Capital Management, LLC | 0.25% | — | 2,026 | $268K |
| Fiduciary Counselling Inc. | 0.72% | No change | 2,022 | $268K |
| Prairie Wealth Advisors, Inc. | 0.13% | Reduce -16.9% | 2,017 | $267K |
| Equitable Holdings, Inc. | 0.00% | Reduce -22.5% | 2,010 | $266K |
| Fermata Advisors, LLC | 0.05% | Reduce -0.8% | 1,996 | $264K |
| First Manhattan Co. Llc. | 0.00% | New | 1,977 | $262K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 1,960 | $259K |
| Insight 2811, Inc. | 0.13% | Reduce -6.3% | 1,949 | $258K |
| Mascagni Wealth Management, Inc. | 0.26% | — | 1,957 | $258K |
| Crestmont Private Wealth LLC | 0.11% | Reduce -3.7% | 1,904 | $252K |
| Convergence Financial, LLC | 0.05% | Reduce -1.5% | 1,887 | $250K |
| Insigneo Advisory Services, LLC | 0.03% | Add +0.7% | 1,864 | $247K |
| AdvisorNet Financial, Inc | 0.02% | Add +42.1% | 1,855 | $246K |
| Hexagon Capital Partners LLC | 0.04% | Add +18250.0% | 1,835 | $243K |
| Marex Group Ltd | 0.00% | Reduce -61.9% | 1,828 | $242K |
| Comerica Bank | 0.00% | Reduce -65.0% | 1,792 | $237K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,744 | $231K |
| Ieq Capital, LLC | 0.00% | No change | 1,743 | $231K |
| Cresset Asset Management, LLC | 0.00% | New | 1,725 | $228K |
| Tyche Wealth Partners LLC | 0.05% | No change | 1,721 | $228K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.1% | 1,696 | $224K |
| Edgestream Partners, L.P. | 0.01% | New | 1,676 | $222K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 1,670 | $221K |
| Burford Brothers, Inc. | 0.10% | No change | 1,612 | $213K |
| Client 1ST Advisory Group, LLC | 0.08% | New | 1,569 | $208K |
| NorthCoast Asset Management LLC | 0.00% | New | 1,569 | $208K |
| Summit Financial, LLC | 0.01% | New | 1,545 | $205K |
| Daiwa Securities Group Inc. | 0.00% | No change | 1,525 | $202K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -98.2% | 1,343 | $178K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.6% | 1,340 | $175K |
| TruNorth Capital Management, LLC | 0.05% | No change | 1,300 | $172K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,190 | $170K |
| Kings Path Partners LLC | 0.07% | No change | 1,280 | $169K |
| Aptus Capital Advisors, LLC | 0.00% | Add +29.3% | 1,204 | $159K |
| PSI Advisors, LLC | 0.04% | New | 1,147 | $152K |
| MAI Capital Management | 0.00% | New | 1,146 | $152K |
| Lowe Wealth Advisors, LLC | 0.06% | Add +3.7% | 1,117 | $148K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -38.9% | 1,100 | $146K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,067 | $141K |
| MGB Wealth Management, LLC | 0.04% | Add +33.6% | 1,002 | $133K |
| Castleview Partners, LLC | 0.06% | Add +512.1% | 759 | $102K |
| Signaturefd, LLC | 0.00% | No change | 713 | $94K |
| FSA Wealth Management LLC | 0.04% | Add +0.1% | 702 | $93K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 700 | $91K |
| FMR LLC | 0.00% | Reduce -9.1% | 641 | $85K |
| Ancora Advisors LLC | 0.00% | No change | 600 | $79K |
| Credit Agricole S A | 0.00% | Add +8.1% | 520 | $69K |
| EPG Wealth Management LLC | 0.02% | No change | 500 | $66K |
| Franklin Resources Inc. | 0.00% | No change | 500 | $66K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -11.1% | 474 | $63K |
| Geneos Wealth Management Inc. | 0.00% | Add +5.2% | 463 | $61K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +5.3% | 417 | $55K |
| North Star Investment Management Corp. | 0.00% | No change | 410 | $54K |
| BlackRock, Inc. | 0.00% | New | 364 | $48K |
| Providence First Trust Co | 0.02% | New | 360 | $48K |
| Blair William & Co. | 0.00% | Reduce -7.2% | 360 | $48K |
| Provident Wealth Management, LLC | 0.01% | Add +2.1% | 337 | $45K |
| Anchor Investment Management, LLC | 0.00% | Add +30.3% | 331 | $44K |
| Creative Financial Designs Inc. | 0.00% | Reduce -3.3% | 290 | $38K |
| Hollencrest Capital Management | 0.00% | Reduce -92.6% | 280 | $37K |
| Realta Investment Advisors | 0.01% | Add +12.5% | 270 | $37K |
| Allworth Financial LP | 0.00% | Add +3485.7% | 251 | $36K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -86.7% | 255 | $35K |
| Rothschild Investment LLC | 0.00% | No change | 253 | $33K |
| Founders Capital Management | 0.02% | No change | 252 | $33K |
| Ogorek Anthony Joseph /NY/ | 0.01% | New | 250 | $33K |
| Creekmur Asset Management LLC | 0.01% | No change | 226 | $30K |
| Your Advocates Ltd., LLP | 0.01% | No change | 222 | $29K |
| Fairfield Financial Advisors, LTD | 0.01% | Reduce -57.0% | 220 | $29K |
| Financial Gravity Companies, Inc. | 0.01% | New | 219 | $29K |
| Bokf, NA | 0.00% | Reduce -42.9% | 200 | $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% | No change | 200 | $26K |
| WASHINGTON TRUST Co | 0.00% | Reduce -74.7% | 195 | $26K |
| Capital Investment Counsel, Inc | 0.00% | New | 190 | $25K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -28.4% | 189 | $25K |
| Natixis | 0.00% | No change | 174 | $23K |
| Centerpoint Advisors, LLC | 0.01% | No change | 175 | $23K |
| New Wave Wealth Advisors LLC | 0.01% | New | 173 | $23K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +71.0% | 171 | $23K |
| Spire Wealth Management | 0.00% | Reduce -43.1% | 166 | $22K |
| Capital A Wealth Management, LLC | 0.04% | — | 160 | $21K |
| Global Wealth Strategies & Associates | 0.01% | No change | 160 | $21K |
| Assetmark, Inc. | 0.00% | Reduce -60.5% | 156 | $21K |
| Paloma Partners Management Co | 0.00% | New | 153 | $20K |
| Park Square Financial Group, LLC | 0.01% | — | 150 | $20K |
| 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% | 143 | $19K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 135 | $18K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 132 | $17K |
| Winthrop Capital Management, LLC | 0.00% | No change | 128 | $17K |
| CoreCap Advisors, LLC | 0.00% | No change | 123 | $16K |
| Archer Investment Corp | 0.00% | No change | 121 | $16K |
| Crews Bank & Trust | 0.00% | — | 119 | $16K |
| Slocum, Gordon & Co LLP | 0.01% | No change | 112 | $15K |
| Optimum Investment Advisors | 0.01% | No change | 100 | $13K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -11.9% | 96 | $13K |
| Continuum Advisory, LLC | 0.00% | No change | 95 | $13K |
| Lee Danner & Bass Inc. | 0.00% | New | 90 | $12K |
| Copia Wealth Management | 0.01% | — | 88 | $12K |
| Global Retirement Partners, LLC | 0.00% | Reduce -22.9% | 84 | $11K |
| Caldwell Trust Co | 0.00% | No change | 82 | $11K |
| Luminist Capital LLC | 0.02% | — | 74 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 72 | $9K |
| Kiker Wealth Management, LLC | 0.01% | — | 70 | $9K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 62 | $8K |
| IFP Advisors, Inc | 0.00% | Reduce -79.5% | 62 | $8K |
| Stonebridge Financial Group, LLC | 0.00% | — | 50 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | Add +444.4% | 49 | $6K |
| Caitlin John, LLC | 0.00% | Add +38.2% | 47 | $6K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 47 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 42 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -98.3% | 40 | $5K |
| Pacific Center for Financial Services | 0.00% | No change | 38 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 36 | $5K |
| Chilton Capital Management LLC | 0.00% | No change | 36 | $5K |
| Runnymede Capital Advisors, Inc. | 0.00% | — | 35 | $5K |
| Howe & Rusling Inc. | 0.00% | New | 35 | $5K |
| Stephens Consulting, LLC | 0.00% | No change | 30 | $4K |
| Missouri Trust & Investment Co | 0.00% | No change | 30 | $4K |
| Friedenthal Financial | 0.00% | No change | 23 | $3K |
| Centricity Wealth Management, LLC | 0.00% | — | 21 | $3K |
| SWAN Capital LLC | 0.00% | No change | 20 | $3K |
| Venturi Wealth Management, LLC | 0.00% | No change | 20 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 20 | $3K |
| Avior Wealth Management, LLC | 0.00% | Reduce -90.7% | 20 | $3K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -47.2% | 19 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 15 | $2K |
| Synergy Asset Management, LLC | 0.00% | New | 15 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 14 | $2K |
| Menard Financial Group LLC | 0.00% | New | 13 | $2K |
| Blue Trust, Inc. | 0.00% | New | 11 | $1K |
| MTM Investment Management, LLC | 0.00% | No change | 10 | $1K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 10 | $1K |
| Perritt Capital Management Inc | 0.00% | No change | 9 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 6 | $794 |
| Transce3nd, LLC | 0.00% | — | 5 | $662 |
| Nemes Rush Group LLC | 0.00% | No change | 3 | $397 |
| Parallax Volatility Advisers, L.P. | 0.00% | No change | 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.