SS SPDR S&P Og Exp & ProdXOPETF
13F holders, Q1 2025 (March 31)352holders −29
41new positions
70sold out
6famous investors
$131.72avg. 13F price*
At the end of Q1 2025, 352 institutions reported holding SS SPDR S&P Og Exp & Prod (XOP) in their 13F filings, down 29 from Q4 2024. 41 opened new positions and 70 sold out. The largest holders were Goldman Sachs Group Inc. ($499.6M), Morgan Stanley ($388.8M) and Healthcare of Ontario Pension Plan Trust Fund ($353.0M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q1 2025)
- CUSIP
- 78468R556
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $127.2M |
| Exits | 70 | $164.5M |
All 13F filers, Q4 2024 → Q1 2025: 7,287,535 shares bought and 2,964,210 shares sold, net +4,323,325 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 352 holders
| Goldman Sachs Group Inc. | 0.09% | Reduce -0.6% | 3,793,353 | $499.6M |
| Morgan Stanley | 0.03% | Add +97.4% | 2,951,588 | $388.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.79% | Add +4.0% | 2,680,000 | $353.0M |
| Citigroup Inc. | 0.22% | Add +241.9% | 2,217,044 | $292.0M |
| Bank of America Corp. | 0.02% | Add +52.8% | 1,710,978 | $225.4M |
| UBS Group AG | 0.04% | Add +27.5% | 1,436,508 | $189.2M |
| Barclays PLC | 0.07% | Add +49.0% | 1,196,508 | $157.6M |
| Wells Fargo & Company | 0.03% | Add +548.4% | 845,656 | $111.4M |
| JPMorgan Chase & Co. | 0.01% | Add +1606.6% | 782,907 | $103.1M |
| Mirae Asset Securities (usa) Inc. | 3.68% | No change | 650,000 | $85.6M |
| Bessemer Group Inc. | 0.12% | Add +2.5% | 512,442 | $67.5M |
| Two Sigma Investments, LP | 0.11% | New | 371,089 | $48.9M |
| Vanderbilt University | 8.93% | Add +0.6% | 354,903 | $46.7M |
| EP Wealth Advisors, LLC | 0.30% | Add +3.4% | 289,507 | $38.1M |
| Phoenix Financial Ltd. | 0.58% | No change | 288,993 | $38.1M |
| Royal Bank of Canada | 0.01% | Reduce -18.9% | 218,194 | $28.7M |
| LPL Financial LLC | 0.01% | Add +3.2% | 209,909 | $27.6M |
| Oakworth Capital, Inc. | 1.85% | Add +4.2% | 201,332 | $26.5M |
| Susquehanna International Group, LLP | 0.04% | Reduce -56.3% | 171,459 | $22.6M |
| Citadel Advisors | 0.02% | Reduce -84.0% | 132,610 | $17.5M |
| Squarepoint Ops LLC | 0.04% | Add +32.0% | 118,459 | $15.6M |
| Capital Fund Management S.A. | 0.20% | Reduce -49.5% | 117,985 | $15.5M |
| Millennium Management | 0.01% | Reduce -0.6% | 110,986 | $14.6M |
| Quantitative Investment Management, LLC | 1.23% | New | 101,382 | $13.4M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -36.1% | 85,396 | $12.0M |
| Condire Management, LP | 1.73% | Add +3.8% | 87,889 | $11.6M |
| Insight Wealth Strategies, LLC | 1.41% | Add +24.2% | 79,383 | $10.5M |
| Cetera Investment Advisers | 0.02% | Reduce -39.2% | 78,923 | $10.4M |
| Tudor Investment Corporation | 0.09% | Add +274.7% | 78,003 | $10.3M |
| Connable Office Inc. | 1.07% | Add +1.9% | 76,622 | $10.1M |
| LMR Partners LLP | 0.28% | New | 76,350 | $10.1M |
| Balyasny Asset Management L.P. | 0.02% | New | 68,351 | $9.0M |
| MML Investors Services, LLC | 0.03% | Add +10.0% | 64,770 | $8.5M |
| Satovsky Asset Management LLC | 1.67% | Reduce -1.8% | 56,665 | $7.5M |
| Bank of Montreal | 0.00% | Add +16.6% | 56,422 | $7.4M |
| Southeast Asset Advisors, LLC | 0.89% | Add +1.8% | 55,140 | $7.3M |
| Madrid Financial Services | 4.61% | Add +9.7% | 48,032 | $6.3M |
| Cinctive Capital Management LP | 0.49% | Add +1056.6% | 47,038 | $6.2M |
| Skylands Capital, LLC | 0.89% | Add +45.0% | 47,025 | $6.2M |
| Parallax Volatility Advisers, L.P. | 0.23% | Add +4454100.0% | 44,542 | $5.9M |
| Modus Advisors, LLC | 1.87% | Reduce -1.8% | 43,344 | $5.7M |
| CTC Alternative Strategies, Ltd. | 6.92% | New | 42,960 | $5.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -19.2% | 42,098 | $5.5M |
| Frisch Financial Group, Inc. | 1.56% | Reduce -0.2% | 42,090 | $5.5M |
| Banque Cantonale Vaudoise | 0.24% | — | 41,918 | $5.5M |
| Earnest Partners LLC | 0.03% | No change | 40,094 | $5.3M |
| HRT Financial LP | 0.03% | Add +159.5% | 40,032 | $5.3M |
| Krilogy Financial LLC | 0.33% | Add +20.0% | 38,604 | $5.1M |
| Eisler Capital Management Ltd. | 0.15% | Reduce -53.3% | 38,553 | $5.1M |
| Allianz SE | 0.13% | Add +5.5% | 38,225 | $5.0M |
| Arkadios Wealth Advisors | 0.17% | Add +355.4% | 34,873 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -8.3% | 34,103 | $4.5M |
| SG Americas Securities, LLC | 0.01% | Add +24.0% | 31,839 | $4.2M |
| Marshall Wace, LLP | 0.01% | Reduce -21.0% | 31,214 | $4.1M |
| Two Sigma Securities, LLC | 0.61% | New | 30,290 | $4.0M |
| Flow Traders U.S. LLC | 0.16% | New | 29,586 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.1% | 28,399 | $3.7M |
| Maven Securities LTD | 0.81% | New | 27,970 | $3.7M |
| Sig Brokerage, LP | 1.03% | Add +937.8% | 26,888 | $3.5M |
| Lombard Odier Asset Management (USA) Corp | 1.43% | No change | 26,000 | $3.4M |
| ArchPoint Investors | 1.08% | No change | 24,933 | $3.3M |
| Cadence Wealth Management LLC | 2.39% | Add +2.2% | 24,572 | $3.2M |
| Jaffetilchin Investment Partners, LLC | 0.23% | New | 24,232 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +80.9% | 23,357 | $3.1M |
| Wolverine Trading, LLC | 0.09% | Add +205.3% | 22,583 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.6% | 22,230 | $2.9M |
| One Plus One Wealth Management, LLC | 1.59% | Reduce -0.9% | 22,174 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Add +41.7% | 21,277 | $2.8M |
| Cwm, LLC | 0.01% | Add +17.1% | 21,222 | $2.8M |
| Sourcerock Group LLC | 0.15% | New | 20,500 | $2.7M |
| Boothbay Fund Management, LLC | 0.10% | New | 20,500 | $2.7M |
| Greenland Capital Management LP | 0.48% | New | 20,470 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +3.6% | 20,095 | $2.6M |
| DRW Securities, LLC | 0.22% | Reduce -61.3% | 19,614 | $2.6M |
| Amica Mutual Insurance Co. | 0.28% | No change | 19,606 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Add +11.6% | 19,256 | $2.5M |
| ARS Investment Partners, LLC | 0.22% | Reduce -0.1% | 18,651 | $2.5M |
| Itau Unibanco Holding S.A. | 0.09% | No change | 18,600 | $2.5M |
| Acima Private Wealth, LLC | 0.85% | No change | 17,944 | $2.4M |
| Twin Tree Management, LP | 0.05% | Reduce -0.3% | 17,779 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.6% | 16,882 | $2.2M |
| Wealthfront Advisers LLC | 0.01% | Reduce -3.9% | 16,846 | $2.2M |
| Integrated Wealth Concepts LLC | 0.03% | Add +18.6% | 16,574 | $2.2M |
| Pettinga Financial Advisors LLC | 0.49% | Reduce -14.7% | 15,792 | $2.1M |
| Heritage Oak Wealth Advisors LLC | 0.92% | Add +26.3% | 15,730 | $2.1M |
| Stamos Capital Partners, L.P. | 0.53% | Reduce -12.0% | 15,361 | $2.0M |
| Sierra Capital LLC | 0.24% | No change | 15,118 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.0% | 15,062 | $2.0M |
| Jain Global LLC | 0.04% | New | 14,819 | $2.0M |
| Brookstone Capital Management | 0.03% | Reduce -7.5% | 14,699 | $1.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | New | 14,567 | $1.9M |
| Optiver Holding B.V. | 0.07% | New | 14,362 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -12.6% | 13,833 | $1.8M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 13,050 | $1.7M |
| RFG Holdings, Inc. | 0.56% | Reduce -4.0% | 13,000 | $1.7M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -11.7% | 13,008 | $1.7M |
| Carrera Capital Advisors | 0.38% | Add +15.2% | 12,988 | $1.7M |
| Alaska Permanent Fund Corp | 0.02% | No change | 14,444 | $1.6M |
| Y.D. More Investments Ltd | 0.14% | No change | 12,000 | $1.6M |
| HBK Sorce Advisory LLC | 0.05% | Reduce -0.4% | 11,980 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -17.7% | 11,876 | $1.6M |
| Atom Investors LP | 0.19% | Reduce -42.6% | 11,681 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.3% | 11,543 | $1.5M |
| Quadrature Capital Ltd | 0.03% | New | 11,195 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | New | 10,909 | $1.4M |
| Gainplan LLC | 0.92% | Reduce -4.0% | 10,690 | $1.4M |
| Fisher Asset Management | 0.00% | Reduce -11.6% | 10,505 | $1.4M |
| Appleton Partners Inc. | 0.11% | Reduce -2.9% | 10,412 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.4% | 10,354 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +6.6% | 10,024 | $1.3M |
| Ping Capital Management, Inc. | 0.88% | No change | 10,000 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +5.7% | 9,974 | $1.3M |
| Emmett Investment Management, LP | 1.19% | New | 9,850 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -7.3% | 9,693 | $1.3M |
| Ascentis Wealth Management, LLC | 0.40% | New | 9,267 | $1.2M |
| Convergence Financial, LLC | 0.24% | Add +394.7% | 9,335 | $1.2M |
| Wellington Shields Capital Management, LLC | 0.22% | No change | 9,190 | $1.2M |
| Cerity Partners LLC | 0.00% | Reduce -9.9% | 9,145 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -57.0% | 8,947 | $1.2M |
| CW Advisors, LLC | 0.01% | Add +4.3% | 8,791 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +26.7% | 8,780 | $1.1M |
| J. Goldman & Co LP | 0.04% | Add +158.2% | 8,708 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +93.6% | 8,706 | $1.1M |
| Mariner, LLC | 0.00% | Add +1.4% | 8,473 | $1.1M |
| Banco Santander, S.A. | 0.01% | Add +126.9% | 8,292 | $1.1M |
| Essex Financial Services, Inc. | 0.08% | Reduce -1.8% | 7,985 | $1.1M |
| National Bank of Canada | 0.00% | Add +48.9% | 7,854 | $1.0M |
| Access Financial Services, Inc. | 0.41% | Reduce -3.1% | 7,772 | $1.0M |
| World Investment Advisors | 0.03% | Add +1.2% | 7,714 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -5.7% | 7,555 | $995K |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -73.5% | 7,542 | $993K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +3.4% | 7,550 | $987K |
| Simplex Trading, LLC | 0.03% | New | 7,343 | $967K |
| Janney Montgomery Scott LLC | 0.00% | Add +20.2% | 7,296 | $961K |
| Toronto Dominion Bank | 0.00% | Reduce -65.8% | 7,250 | $955K |
| E&G Advisors, LLC | 0.27% | Reduce -3.5% | 7,240 | $954K |
| RoundAngle Advisors LLC | 0.86% | Add +3.2% | 7,124 | $938K |
| Venture Visionary Partners LLC | 0.04% | Reduce -3.2% | 6,987 | $920K |
| Paragon Capital Management LLC | 0.51% | Reduce -5.2% | 6,758 | $890K |
| Calamos Wealth Management LLC | 0.04% | No change | 6,600 | $869K |
| Mizuho Markets Americas LLC | 0.02% | Add +103.9% | 6,481 | $854K |
| NewEdge Advisors, LLC | 0.01% | Add +0.7% | 6,393 | $842K |
| Anson Capital, Inc. | 0.72% | Add +13.7% | 6,366 | $838K |
| Mackenzie Financial Corp. | 0.00% | Reduce -4.5% | 6,300 | $830K |
| Scotia Capital Inc. | 0.00% | Reduce -7.8% | 6,229 | $820K |
| Corient Private Wealth LP | 0.00% | Reduce -70.8% | 6,225 | $820K |
| Transcend Capital Advisors, LLC | 0.06% | No change | 6,122 | $806K |
| Rockingstone Advisors LLC | 0.36% | Reduce -1.4% | 6,115 | $805K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +0.0% | 6,093 | $802K |
| Ameritas Advisory Services, LLC | 0.03% | No change | 5,858 | $775K |
| Meridian Investment Counsel Inc. | 0.23% | Add +0.2% | 5,855 | $771K |
| Argent Trust Co | 0.03% | No change | 5,828 | $768K |
| Principal Securities, Inc. | 0.02% | No change | 5,655 | $749K |
| International Assets Investment Management, LLC | 0.06% | Reduce -4.0% | 5,407 | $712K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.11% | Add +1.3% | 5,400 | $711K |
| Quantinno Capital Management LP | 0.00% | Add +4.3% | 5,254 | $692K |
| Shelton Wealth Management, LLC | 0.39% | Reduce -62.5% | 5,157 | $679K |
| VestGen Advisors, LLC | 0.03% | — | 5,083 | $669K |
| Mgo One Seven LLC | 0.03% | New | 5,011 | $660K |
| Mirabaud & Cie SA | 0.22% | No change | 5,000 | $659K |
| Hara Capital LLC | 0.44% | No change | 5,000 | $659K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.1% | 4,809 | $633K |
| Transamerica Financial Advisors, LLC | 0.06% | Add +5.0% | 4,781 | $630K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.6% | 4,676 | $616K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.6% | 4,618 | $608K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.7% | 4,594 | $605K |
| Ballew Advisors, Inc | 0.40% | Add +10.4% | 5,606 | $603K |
| Graham Capital Management, L.P. | 0.03% | New | 4,500 | $593K |
| Credit Industriel Et Commercial | 0.13% | New | 4,443 | $585K |
| D L Carlson Investment Group Inc. | 0.11% | Reduce -14.2% | 4,298 | $566K |
| Black Swift Group, LLC | 0.13% | Reduce -40.5% | 4,295 | $566K |
| US Bancorp \de | 0.00% | No change | 4,266 | $562K |
| Vontobel Holding Ltd. | 0.00% | Reduce -5.5% | 4,173 | $550K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,011 | $528K |
| Global Endowment Management, LP | 0.07% | Reduce -42.9% | 4,000 | $527K |
| Van Den Berg Management I, Inc. | 0.16% | Reduce -3.2% | 3,977 | $524K |
| Captrust Financial Advisors | 0.00% | Reduce -30.3% | 3,815 | $502K |
| Parkside Investments, LLC | 0.07% | No change | 3,775 | $497K |
| Enclave Advisors LLC | 0.08% | Reduce -28.7% | 3,735 | $492K |
| Creative Planning | 0.00% | Reduce -4.0% | 3,639 | $479K |
| Kovack Advisors, Inc. | 0.05% | Reduce -1.4% | 3,485 | $459K |
| Concorde Financial Corp | 0.25% | No change | 3,462 | $456K |
| Edgestream Partners, L.P. | 0.02% | Add +103.2% | 3,405 | $448K |
| Comerica Bank | 0.00% | Add +87.3% | 3,356 | $442K |
| Centaurus Financial, Inc. | 0.03% | Reduce -7.9% | 3,353 | $442K |
| AQR Capital Management | 0.00% | Add +0.5% | 3,292 | $434K |
| Capital Square, LLC | 0.25% | New | 3,266 | $430K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -1.6% | 3,229 | $425K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -97.4% | 3,218 | $424K |
| Renaissance Technologies | 0.00% | New | 3,200 | $421K |
| ERn Financial, LLC | 0.06% | Reduce -1.6% | 3,095 | $408K |
| Pekin Hardy Strauss, Inc. | 0.05% | Reduce -29.4% | 3,041 | $401K |
| Twin Focus Capital Partners, LLC | 0.06% | Reduce -93.2% | 3,005 | $396K |
| Inscription Capital, LLC | 0.06% | — | 2,512 | $389K |
| SeaBridge Investment Advisors LLC | 0.08% | Reduce -21.0% | 2,945 | $388K |
| AE Wealth Management LLC | 0.00% | Reduce -23.4% | 2,787 | $367K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -0.5% | 2,705 | $356K |
| Key Client Fiduciary Advisors, LLC | 0.16% | No change | 2,700 | $356K |
| Cladis Investment Advisory, LLC | 0.25% | No change | 2,662 | $351K |
| Focus Financial Network, Inc. | 0.01% | Reduce -20.2% | 2,641 | $348K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +0.6% | 2,562 | $337K |
| Composition Wealth, LLC | 0.01% | Reduce -87.6% | 2,562 | $337K |
| Advisory Alpha, LLC | 0.01% | Reduce -1.1% | 2,543 | $335K |
| Founders Financial Alliance, LLC | 0.08% | No change | 2,530 | $333K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 2,500 | $329K |
| Waldron Private Wealth LLC | 0.02% | Reduce -24.7% | 2,444 | $322K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.9% | 2,423 | $319K |
| Parallel Advisors, LLC | 0.01% | Add +0.5% | 2,369 | $312K |
| CenterStar Asset Management, LLC | 0.45% | New | 2,361 | $311K |
| Western Wealth Management, LLC | 0.02% | Add +11.9% | 2,359 | $311K |
| Massachusetts Wealth Management | 0.21% | Add +4.9% | 2,345 | $309K |
| Equitable Holdings, Inc. | 0.00% | Add +15.5% | 2,321 | $306K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -48.9% | 2,295 | $302K |
| Rossby Financial, LCC | 0.13% | Add +1.6% | 2,646 | $300K |
| Strategic Blueprint, LLC | 0.02% | New | 2,273 | $299K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -2.7% | 2,239 | $295K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -1.6% | 2,150 | $281K |
| Waverly Advisors, LLC | 0.00% | Reduce -4.9% | 2,102 | $277K |
| Cresta Advisors, Ltd. | 0.14% | New | 2,100 | $277K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,028 | $267K |
| Sunbeam Capital Management, LLC | 0.25% | Add +0.1% | 2,028 | $267K |
| Fiduciary Counselling Inc. | 0.65% | No change | 2,022 | $266K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,977 | $260K |
| Hilltop Holdings Inc. | 0.02% | New | 1,974 | $260K |
| Tyche Wealth Partners LLC | 0.06% | Add +14.5% | 1,971 | $260K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 1,960 | $258K |
| Mascagni Wealth Management, Inc. | 0.26% | No change | 1,957 | $258K |
| Insight 2811, Inc. | 0.13% | No change | 1,949 | $257K |
| Prairie Wealth Advisors, Inc. | 0.13% | Reduce -4.2% | 1,932 | $254K |
| Crestmont Private Wealth LLC | 0.11% | No change | 1,904 | $251K |
| Insigneo Advisory Services, LLC | 0.03% | Add +0.5% | 1,874 | $247K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -8.4% | 1,873 | $247K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -34.9% | 1,825 | $240K |
| Daiwa Securities Group Inc. | 0.00% | Add +19.7% | 1,825 | $240K |
| Amica Retiree Medical Trust | 0.36% | Reduce -20.6% | 1,804 | $238K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,744 | $230K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.9% | 1,712 | $226K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -59.8% | 1,697 | $224K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.4% | 1,683 | $222K |
| GeoWealth Management, LLC | 0.01% | New | 1,674 | $220K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 1,670 | $220K |
| First American Trust, FSB | 0.02% | New | 1,624 | $214K |
| Burford Brothers, Inc. | 0.10% | No change | 1,612 | $212K |
| Marex Group Ltd | 0.00% | Reduce -11.9% | 1,611 | $212K |
| Fiduciary Financial Group, LLC | 0.05% | Reduce -0.2% | 2,009 | $210K |
| TrueMark Investments, LLC | 0.05% | New | 1,591 | $210K |
| Fermata Advisors, LLC | 0.04% | Reduce -20.7% | 1,582 | $208K |
| Private Wealth Asset Management, LLC | 0.03% | — | 1,582 | $208K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -94.9% | 1,580 | $208K |
| Client 1ST Advisory Group, LLC | 0.08% | No change | 1,569 | $207K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -22.1% | 1,445 | $190K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,343 | $178K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.6% | 1,348 | $178K |
| TruNorth Capital Management, LLC | 0.04% | No change | 1,300 | $171K |
| Kings Path Partners LLC | 0.08% | No change | 1,280 | $169K |
| FMR LLC | 0.00% | Add +98.4% | 1,272 | $167K |
| Lowe Wealth Advisors, LLC | 0.07% | Add +12.4% | 1,256 | $165K |
| Bristlecone Advisors, LLC | 0.01% | New | 1,250 | $165K |
| MAI Capital Management | 0.00% | Add +8.7% | 1,246 | $164K |
| Harbour Investments, Inc. | 0.00% | New | 1,231 | $162K |
| Brown Brothers Harriman & Co. | 0.00% | Add +4.5% | 1,115 | $147K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -89.7% | 1,075 | $142K |
| Whittier Trust Co. | 0.00% | Reduce -68.7% | 1,060 | $140K |
| MGB Wealth Management, LLC | 0.05% | Add +0.1% | 1,003 | $132K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -22.3% | 935 | $123K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -27.3% | 800 | $105K |
| Signaturefd, LLC | 0.00% | No change | 713 | $94K |
| FSA Wealth Management LLC | 0.04% | No change | 702 | $92K |
| Fourth Dimension Wealth, LLC | 0.04% | Reduce -91.5% | 693 | $91K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 700 | $91K |
| Headlands Technologies LLC | 0.01% | New | 631 | $83K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -98.9% | 616 | $81K |
| Ancora Advisors LLC | 0.00% | No change | 600 | $79K |
| North Star Investment Management Corp. | 0.01% | Add +45.4% | 596 | $79K |
| EPG Wealth Management LLC | 0.02% | No change | 500 | $66K |
| Provident Wealth Management, LLC | 0.02% | Add +37.1% | 462 | $61K |
| Credit Agricole S A | 0.00% | Reduce -15.8% | 438 | $58K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -8.7% | 433 | $57K |
| Qube Research & Technologies Ltd | 0.00% | New | 423 | $56K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 417 | $55K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -21.6% | 363 | $48K |
| Blair William & Co. | 0.00% | No change | 360 | $47K |
| Anchor Investment Management, LLC | 0.00% | No change | 331 | $44K |
| Creative Financial Designs Inc. | 0.00% | No change | 290 | $38K |
| Hollencrest Capital Management | 0.00% | Add +0.4% | 281 | $37K |
| Rothschild Investment LLC | 0.00% | No change | 253 | $33K |
| Founders Capital Management | 0.02% | No change | 252 | $33K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.8% | 252 | $33K |
| Lanark Financial, Inc. | 0.00% | — | 232 | $30K |
| Creekmur Asset Management LLC | 0.01% | No change | 226 | $30K |
| Your Advocates Ltd., LLP | 0.01% | No change | 222 | $29K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 219 | $29K |
| 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 |
| Bokf, NA | 0.00% | No change | 200 | $26K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.4% | 256 | $26K |
| Capital Investment Counsel, Inc | 0.00% | No change | 190 | $25K |
| Centerpoint Advisors, LLC | 0.01% | No change | 175 | $23K |
| Natixis | 0.00% | No change | 174 | $23K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 171 | $23K |
| Spire Wealth Management | 0.00% | Add +2.4% | 170 | $22K |
| Global Wealth Strategies & Associates | 0.01% | No change | 160 | $21K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -16.9% | 157 | $21K |
| Park Square Financial Group, LLC | 0.02% | No change | 150 | $20K |
| Smithfield Trust Co | 0.00% | No change | 145 | $19K |
| Dunhill Financial, LLC | 0.01% | Add +0.7% | 144 | $19K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 135 | $18K |
| Chilton Capital Management LLC | 0.00% | Add +275.0% | 135 | $18K |
| 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 |
| Capital A Wealth Management, LLC | 0.02% | Reduce -25.0% | 120 | $16K |
| Crews Bank & Trust | 0.00% | No change | 119 | $16K |
| Slocum, Gordon & Co LLP | 0.01% | No change | 112 | $15K |
| Arax Advisory Partners | 0.00% | New | 111 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +150.0% | 100 | $13K |
| Optimum Investment Advisors | 0.01% | No change | 100 | $13K |
| Financial Management Professionals, Inc. | 0.00% | No change | 96 | $13K |
| Continuum Advisory, LLC | 0.00% | No change | 95 | $13K |
| Assetmark, Inc. | 0.00% | Reduce -41.0% | 92 | $12K |
| Caldwell Trust Co | 0.00% | No change | 82 | $11K |
| Wealth Preservation Advisors, LLC | 0.01% | — | 75 | $10K |
| Luminist Capital LLC | 0.01% | No change | 74 | $10K |
| Kiker Wealth Management, LLC | 0.01% | No change | 70 | $9K |
| Copia Wealth Management | 0.01% | Reduce -26.1% | 65 | $9K |
| Allworth Financial LP | 0.00% | Reduce -70.5% | 74 | $8K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 62 | $8K |
| N.E.W. Advisory Services LLC | 0.00% | New | 56 | $7K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 53 | $7K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 50 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 49 | $6K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 47 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -32.3% | 42 | $6K |
| Pacific Center for Financial Services | 0.00% | No change | 38 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 36 | $5K |
| Runnymede Capital Advisors, Inc. | 0.00% | No change | 35 | $5K |
| Howe & Rusling Inc. | 0.00% | No change | 35 | $5K |
| Stephens Consulting, LLC | 0.00% | No change | 30 | $4K |
| Missouri Trust & Investment Co | 0.00% | No change | 30 | $4K |
| Centricity Wealth Management, LLC | 0.00% | No change | 21 | $3K |
| SWAN Capital LLC | 0.00% | No change | 20 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 20 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 15 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 14 | $2K |
| Friedenthal Financial | 0.00% | Reduce -47.8% | 12 | $2K |
| Realta Investment Advisors | 0.00% | Reduce -96.3% | 10 | $1K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -99.5% | 10 | $1K |
| MTM Investment Management, LLC | 0.00% | No change | 10 | $1K |
| Perritt Capital Management Inc | 0.00% | No change | 9 | $1K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 5 | $659 |
| Nemes Rush Group LLC | 0.00% | No change | 3 | $395 |
"% 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.