SS SPDR S&P Og Exp & ProdXOPETF
13F holders, Q2 2025 (June 30)347holders −5
49new positions
58sold out
5famous investors
$125.75avg. 13F price*
At the end of Q2 2025, 347 institutions reported holding SS SPDR S&P Og Exp & Prod (XOP) in their 13F filings, down 5 from Q1 2025. 49 opened new positions and 58 sold out. The largest holders were Goldman Sachs Group Inc. ($470.3M), Healthcare of Ontario Pension Plan Trust Fund ($406.3M) and Bank of America Corp. ($385.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% 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 SERIES TRUST (Q2 2025)
- CUSIP
- 78468R556
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $225.9M |
| Exits | 58 | $189.4M |
All 13F filers, Q1 2025 → Q2 2025: 7,081,963 shares bought and 3,089,012 shares sold, net +3,992,951 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 347 holders
| Goldman Sachs Group Inc. | 0.08% | Reduce -1.4% | 3,738,398 | $470.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.82% | Add +20.5% | 3,230,000 | $406.3M |
| Bank of America Corp. | 0.03% | Add +78.9% | 3,060,372 | $385.0M |
| JPMorgan Chase & Co. | 0.03% | Add +280.0% | 2,975,222 | $374.3M |
| Morgan Stanley | 0.02% | Reduce -11.3% | 2,619,495 | $329.5M |
| Citigroup Inc. | 0.18% | Reduce -5.0% | 2,106,198 | $265.0M |
| UBS Group AG | 0.04% | Add +7.1% | 1,538,586 | $193.6M |
| Barclays PLC | 0.07% | Add +8.5% | 1,298,655 | $163.4M |
| T. Rowe Price Associates Inc. | 0.01% | New | 953,455 | $119.9M |
| Wells Fargo & Company | 0.02% | Reduce -15.3% | 716,345 | $90.1M |
| Mirae Asset Securities (usa) Inc. | 3.61% | No change | 650,000 | $81.8M |
| Bessemer Group Inc. | 0.10% | Reduce -0.2% | 511,340 | $64.3M |
| Royal Bank of Canada | 0.01% | Add +70.8% | 372,602 | $46.9M |
| Vanderbilt University | 8.48% | Add +0.6% | 357,073 | $44.9M |
| Citadel Advisors | 0.03% | Add +127.1% | 301,167 | $37.9M |
| EP Wealth Advisors, LLC | 0.24% | Add +0.9% | 292,149 | $36.8M |
| Susquehanna International Group, LLP | 0.05% | Add +52.5% | 261,435 | $32.9M |
| Jane Street Group, LLC | 0.04% | New | 204,648 | $25.7M |
| LPL Financial LLC | 0.01% | Reduce -9.1% | 190,876 | $24.0M |
| Squarepoint Ops LLC | 0.04% | Add +33.7% | 158,335 | $19.9M |
| Twin Tree Management, LP | 0.39% | Add +597.3% | 123,964 | $15.6M |
| Quadrature Capital Ltd | 0.20% | Add +730.7% | 93,001 | $11.7M |
| State of Wisconsin Investment Board | 0.03% | New | 88,800 | $11.2M |
| ExodusPoint Capital Management, LP | 0.11% | New | 73,434 | $9.2M |
| Marex Group Ltd | 0.16% | Add +4052.0% | 66,889 | $8.4M |
| Bank of Montreal | 0.00% | Add +12.5% | 63,496 | $8.0M |
| Southeast Asset Advisors, LLC | 0.90% | Add +8.7% | 59,960 | $7.5M |
| Satovsky Asset Management LLC | 1.55% | Add +1.9% | 57,730 | $7.3M |
| GTS Securities LLC | 0.32% | New | 56,264 | $7.1M |
| Group One Trading LLC | 0.23% | New | 55,202 | $6.9M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.65% | New | 52,694 | $6.6M |
| Cetera Investment Advisers | 0.01% | Reduce -33.6% | 52,417 | $6.6M |
| Capstone Investment Advisors, LLC | 0.07% | New | 51,523 | $6.5M |
| Allianz SE | 0.15% | Add +33.5% | 51,025 | $6.4M |
| Jain Global LLC | 0.10% | Add +223.9% | 48,000 | $6.0M |
| Atom Investors LP | 0.50% | Add +287.1% | 45,217 | $5.7M |
| Tudor Investment Corporation | 0.04% | Reduce -43.2% | 44,279 | $5.6M |
| Skylands Capital, LLC | 0.80% | Reduce -6.8% | 43,815 | $5.5M |
| Modus Advisors, LLC | 1.60% | Reduce -1.5% | 42,700 | $5.4M |
| Krilogy Financial LLC | 0.29% | Add +4.6% | 40,375 | $5.1M |
| Earnest Partners LLC | 0.02% | No change | 40,094 | $5.0M |
| MML Investors Services, LLC | 0.01% | Reduce -38.1% | 40,086 | $5.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.1% | 38,257 | $4.8M |
| Whitebox Advisors LLC | 0.30% | New | 32,903 | $4.1M |
| Banque Cantonale Vaudoise | 0.17% | Reduce -22.9% | 32,318 | $4.1M |
| Stamos Capital Partners, L.P. | 0.66% | Add +91.6% | 29,427 | $3.7M |
| Stifel Financial Corp. | 0.00% | Reduce -13.8% | 29,398 | $3.7M |
| Lombard Odier Asset Management (USA) Corp | 1.13% | Add +11.5% | 29,000 | $3.6M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Add +1703.3% | 28,492 | $3.6M |
| SG Americas Securities, LLC | 0.02% | Reduce -10.8% | 28,413 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.0% | 27,816 | $3.5M |
| Arkadios Wealth Advisors | 0.10% | Reduce -23.2% | 26,793 | $3.4M |
| Aster Capital Management (DIFC) Ltd | 0.74% | New | 26,065 | $3.3M |
| ARS Investment Partners, LLC | 0.24% | Add +39.2% | 25,956 | $3.3M |
| Cadence Wealth Management LLC | 2.12% | Add +3.9% | 25,526 | $3.2M |
| Credit Industriel Et Commercial | 0.68% | Add +468.7% | 25,267 | $3.2M |
| ArchPoint Investors | 0.92% | No change | 24,933 | $3.1M |
| Graham Capital Management, L.P. | 0.09% | Add +432.2% | 23,950 | $3.0M |
| Frisch Financial Group, Inc. | 0.69% | Reduce -46.8% | 22,410 | $2.8M |
| Truist Financial Corp. | 0.00% | Add +10.8% | 22,275 | $2.8M |
| Walleye Trading LLC | 0.07% | New | 22,162 | $2.8M |
| Ping Capital Management, Inc. | 1.57% | Add +120.0% | 22,000 | $2.8M |
| Millennium Management | 0.00% | Reduce -80.2% | 22,000 | $2.8M |
| Jaffetilchin Investment Partners, LLC | 0.17% | Reduce -12.7% | 21,151 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.7% | 20,971 | $2.6M |
| IMC-Chicago, LLC | 0.07% | New | 20,969 | $2.6M |
| One Plus One Wealth Management, LLC | 1.41% | Reduce -7.2% | 20,588 | $2.6M |
| XTX Topco Ltd | 0.10% | New | 19,745 | $2.5M |
| Two Sigma Securities, LLC | 0.30% | Reduce -35.3% | 19,606 | $2.5M |
| Amica Mutual Insurance Co. | 0.24% | No change | 19,606 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.3% | 18,795 | $2.4M |
| Corient Private Wealth LP | 0.00% | Add +198.3% | 18,571 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.2% | 18,262 | $2.3M |
| Sourcerock Group LLC | 0.12% | Reduce -12.4% | 17,951 | $2.3M |
| Boothbay Fund Management, LLC | 0.07% | Reduce -12.4% | 17,951 | $2.3M |
| Acima Private Wealth, LLC | 0.77% | No change | 17,944 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.5% | 17,624 | $2.2M |
| Wealthfront Advisers LLC | 0.01% | Reduce -1.8% | 16,544 | $2.1M |
| Heritage Oak Wealth Advisors LLC | 0.78% | Add +0.4% | 15,798 | $2.0M |
| Pettinga Financial Advisors LLC | 0.43% | Reduce -1.4% | 15,567 | $2.0M |
| Eisler Capital Management Ltd. | 0.07% | Reduce -60.8% | 15,132 | $1.9M |
| Caz Investments LP | 10.69% | New | 15,000 | $1.9M |
| Brookstone Capital Management | 0.02% | Reduce -1.6% | 14,466 | $1.8M |
| Carrera Capital Advisors | 0.36% | Add +10.7% | 14,373 | $1.8M |
| EWG Elevate Inc. | 0.56% | New | 14,363 | $1.8M |
| Venture Visionary Partners LLC | 0.06% | Add +93.2% | 13,500 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -19.1% | 13,410 | $1.7M |
| Caption Management, LLC | 0.15% | New | 13,050 | $1.6M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -0.3% | 12,968 | $1.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -14.0% | 12,523 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -46.2% | 12,565 | $1.6M |
| Wolverine Trading, LLC | 0.04% | Reduce -45.8% | 12,252 | $1.6M |
| HRT Financial LP | 0.01% | Reduce -69.3% | 12,292 | $1.5M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -6.0% | 12,265 | $1.5M |
| Y.D. More Investments Ltd | 0.10% | No change | 12,000 | $1.5M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -1.0% | 11,855 | $1.5M |
| Ascentis Wealth Management, LLC | 0.40% | Add +24.3% | 11,523 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -23.5% | 11,518 | $1.4M |
| RFG Holdings, Inc. | 0.42% | Reduce -11.8% | 11,465 | $1.4M |
| Fisher Asset Management | 0.00% | Add +8.3% | 11,379 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +24.2% | 11,355 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +0.5% | 10,965 | $1.4M |
| Marshall Wace, LLP | 0.00% | Reduce -66.1% | 10,580 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +3.6% | 10,385 | $1.3M |
| National Bank of Canada | 0.00% | Add +31.4% | 10,321 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 10,311 | $1.3M |
| Banco Santander, S.A. | 0.01% | Add +24.0% | 10,282 | $1.3M |
| Anson Capital, Inc. | 1.01% | Add +57.0% | 9,992 | $1.3M |
| HB Wealth Management, LLC | 0.01% | New | 9,968 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +29.1% | 9,750 | $1.2M |
| Appleton Partners Inc. | 0.09% | Reduce -8.3% | 9,553 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +31.0% | 9,558 | $1.2M |
| Convergence Financial, LLC | 0.21% | Add +2.2% | 9,542 | $1.2M |
| CW Advisors, LLC | 0.01% | Add +4.7% | 9,202 | $1.2M |
| Wellington Shields Capital Management, LLC | 0.20% | No change | 9,190 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +2.0% | 8,955 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +54.1% | 8,714 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | Reduce -70.9% | 8,600 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -11.5% | 8,574 | $1.1M |
| Optiver Holding B.V. | 0.03% | Reduce -42.1% | 8,311 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 8,092 | $1.0M |
| SummitTX Capital, L.P. | 0.04% | New | 7,942 | $999K |
| Arrowroot Family Office, LLC | 0.44% | — | 7,837 | $986K |
| Focus Partners Wealth | 0.00% | Reduce -21.5% | 7,829 | $985K |
| Essex Financial Services, Inc. | 0.06% | Reduce -2.5% | 7,789 | $980K |
| Mariner, LLC | 0.00% | Reduce -10.4% | 7,590 | $955K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.1% | 7,547 | $949K |
| Lazard Asset Management LLC | 0.00% | New | 7,463 | $938K |
| Access Financial Services, Inc. | 0.35% | Reduce -5.0% | 7,382 | $929K |
| Qube Research & Technologies Ltd | 0.00% | Add +1641.6% | 7,367 | $927K |
| E&G Advisors, LLC | 0.24% | Reduce -0.1% | 7,230 | $910K |
| Heritage Wealth Management, Inc. | 0.27% | New | 6,696 | $842K |
| Calamos Wealth Management LLC | 0.04% | No change | 6,600 | $830K |
| Neuberger Berman Group LLC | 0.00% | Add +63.6% | 6,561 | $825K |
| Paragon Capital Management LLC | 0.42% | Reduce -4.4% | 6,459 | $813K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -44.1% | 6,451 | $811K |
| World Investment Advisors | 0.02% | Reduce -18.1% | 6,314 | $794K |
| Ameriprise Financial Inc. | 0.00% | Reduce -30.2% | 6,243 | $785K |
| Private Advisor Group, LLC | 0.00% | Reduce -30.2% | 6,074 | $764K |
| Gainplan LLC | 0.34% | Reduce -43.6% | 6,032 | $759K |
| Mackenzie Financial Corp. | 0.00% | Reduce -4.8% | 6,000 | $755K |
| Meridian Investment Counsel Inc. | 0.20% | No change | 5,855 | $737K |
| Argent Trust Co | 0.03% | No change | 5,828 | $733K |
| Scotia Capital Inc. | 0.00% | Reduce -6.5% | 5,825 | $733K |
| Mizuho Markets Americas LLC | 0.02% | Reduce -12.1% | 5,697 | $717K |
| Kingsview Wealth Management, LLC | 0.01% | New | 5,690 | $716K |
| Rockingstone Advisors LLC | 0.37% | Reduce -7.4% | 5,660 | $712K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -59.5% | 5,602 | $705K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -93.6% | 5,495 | $691K |
| International Assets Investment Management, LLC | 0.05% | Reduce -1.9% | 5,306 | $667K |
| Quantbot Technologies LP | 0.02% | New | 5,290 | $665K |
| Comerica Bank | 0.00% | Add +54.5% | 5,186 | $652K |
| Mgo One Seven LLC | 0.02% | Add +1.2% | 5,070 | $638K |
| Toronto Dominion Bank | 0.00% | Reduce -30.3% | 5,051 | $635K |
| Mirabaud & Cie SA | 0.20% | No change | 5,000 | $629K |
| Hara Capital LLC | 0.39% | No change | 5,000 | $629K |
| Quantitative Investment Management, LLC | 0.08% | Reduce -95.2% | 4,922 | $619K |
| Quantinno Capital Management LP | 0.00% | Reduce -6.8% | 4,895 | $616K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.5% | 4,701 | $607K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -17.8% | 4,815 | $606K |
| Vontobel Holding Ltd. | 0.00% | Add +14.8% | 4,792 | $603K |
| Transamerica Financial Advisors, LLC | 0.06% | Reduce -1.4% | 4,716 | $593K |
| Maven Securities LTD | 0.15% | Reduce -83.7% | 4,568 | $575K |
| US Bancorp \de | 0.00% | Add +6.0% | 4,521 | $569K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.2% | 4,414 | $555K |
| RoundAngle Advisors LLC | 0.46% | Reduce -38.8% | 4,357 | $548K |
| Shelton Wealth Management, LLC | 0.28% | Reduce -15.6% | 4,353 | $548K |
| Captrust Financial Advisors | 0.00% | Add +11.0% | 4,235 | $533K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -8.8% | 4,188 | $526K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.4% | 4,138 | $521K |
| Quarry LP | 0.12% | New | 4,000 | $503K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.08% | Reduce -30.0% | 3,782 | $476K |
| Van Den Berg Management I, Inc. | 0.14% | Reduce -5.0% | 3,780 | $475K |
| Pekin Hardy Strauss, Inc. | 0.05% | Add +23.6% | 3,760 | $473K |
| Natixis | 0.00% | Add +1963.8% | 3,591 | $452K |
| Creative Planning | 0.00% | Reduce -4.0% | 3,495 | $440K |
| Concorde Financial Corp | 0.26% | No change | 3,462 | $436K |
| J. Goldman & Co LP | 0.01% | Reduce -61.3% | 3,369 | $424K |
| AQR Capital Management | 0.00% | No change | 3,292 | $414K |
| Capital Square, LLC | 0.22% | Reduce -6.0% | 3,071 | $409K |
| Waldron Private Wealth LLC | 0.02% | Add +32.9% | 3,247 | $409K |
| Centaurus Financial, Inc. | 0.02% | Reduce -3.9% | 3,222 | $405K |
| Jefferies Financial Group Inc. | 0.01% | No change | 3,218 | $405K |
| VestGen Advisors, LLC | 0.02% | Reduce -36.9% | 3,206 | $403K |
| CX Institutional | 0.01% | New | 3,105 | $391K |
| Alpine Global Management, LLC | 0.10% | New | 3,081 | $388K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -4.8% | 3,073 | $387K |
| Secure Asset Management, LLC | 0.07% | New | 3,028 | $381K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 2,982 | $375K |
| Nikulski Financial, Inc. | 0.10% | New | 2,945 | $370K |
| SeaBridge Investment Advisors LLC | 0.07% | No change | 2,945 | $370K |
| Key Client Fiduciary Advisors, LLC | 0.14% | No change | 2,700 | $340K |
| Global Endowment Management, LP | 0.05% | Reduce -32.5% | 2,700 | $340K |
| Cwm, LLC | 0.00% | Reduce -87.4% | 2,666 | $335K |
| Cladis Investment Advisory, LLC | 0.21% | No change | 2,662 | $335K |
| Rossby Financial, LCC | 0.13% | Add +0.0% | 2,647 | $333K |
| AE Wealth Management LLC | 0.00% | Reduce -6.1% | 2,617 | $329K |
| NewEdge Advisors, LLC | 0.00% | Reduce -59.4% | 2,593 | $326K |
| Mizuho Markets Cayman LP | 0.02% | New | 2,566 | $323K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -0.2% | 2,526 | $318K |
| Twin Focus Capital Partners, LLC | 0.04% | Reduce -16.0% | 2,523 | $317K |
| Wakefield Asset Management LLLP | 0.09% | New | 2,504 | $315K |
| Parkside Investments, LLC | 0.04% | Reduce -33.8% | 2,500 | $315K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 2,500 | $315K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.2% | 2,477 | $312K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -4.9% | 2,436 | $306K |
| Advisory Alpha, LLC | 0.01% | Reduce -4.7% | 2,423 | $305K |
| Parallel Advisors, LLC | 0.01% | No change | 2,369 | $298K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | New | 2,361 | $297K |
| Verition Fund Management LLC | 0.00% | New | 2,318 | $292K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,295 | $289K |
| Avantax Advisory Services, Inc. | 0.00% | New | 2,284 | $287K |
| D L Carlson Investment Group Inc. | 0.05% | Reduce -47.1% | 2,273 | $286K |
| Hilltop Holdings Inc. | 0.02% | Add +14.1% | 2,253 | $283K |
| Strategic Blueprint, LLC | 0.01% | Reduce -1.0% | 2,250 | $283K |
| Glen Eagle Advisors, LLC | 0.04% | Add +0.0% | 2,240 | $282K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -18.2% | 2,212 | $278K |
| Cardinal Point Capital Management ULC | 0.02% | New | 2,150 | $270K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -2.0% | 2,107 | $268K |
| Cresta Advisors, Ltd. | 0.13% | No change | 2,100 | $264K |
| Fiduciary Financial Group, LLC | 0.05% | Add +0.8% | 2,026 | $257K |
| Sunbeam Capital Management, LLC | 0.19% | Add +0.1% | 2,029 | $255K |
| Fiduciary Counselling Inc. | 0.72% | No change | 2,022 | $254K |
| BCS Private Wealth Management, Inc. | 0.09% | — | 2,000 | $252K |
| Massachusetts Wealth Management | 0.14% | Reduce -14.9% | 1,995 | $251K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 1,960 | $247K |
| Mascagni Wealth Management, Inc. | 0.21% | No change | 1,957 | $246K |
| Insight 2811, Inc. | 0.12% | No change | 1,949 | $245K |
| Equitable Holdings, Inc. | 0.00% | Reduce -18.0% | 1,903 | $239K |
| Insigneo Advisory Services, LLC | 0.02% | Add +0.6% | 1,885 | $237K |
| Waverly Advisors, LLC | 0.00% | Reduce -10.3% | 1,885 | $237K |
| Prairie Wealth Advisors, Inc. | 0.10% | Reduce -3.9% | 1,857 | $234K |
| Crestmont Private Wealth LLC | 0.08% | Reduce -2.5% | 1,856 | $234K |
| Independent Financial Group, LLC | 0.01% | New | 1,847 | $232K |
| Daiwa Securities Group Inc. | 0.00% | No change | 1,825 | $230K |
| Western Wealth Management, LLC | 0.01% | Reduce -22.7% | 1,824 | $229K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -10.9% | 1,807 | $227K |
| Amica Retiree Medical Trust | 0.33% | No change | 1,804 | $227K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,744 | $219K |
| Insight Wealth Strategies, LLC | 0.03% | Reduce -97.8% | 1,720 | $218K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,696 | $213K |
| NorthCoast Asset Management LLC | 0.00% | New | 1,687 | $212K |
| Harbour Investments, Inc. | 0.01% | Add +36.9% | 1,685 | $212K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,670 | $210K |
| Argyle Capital Partners, LLC | 0.17% | New | 1,662 | $209K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -4.2% | 1,641 | $206K |
| IHT Wealth Management, LLC | 0.01% | New | 1,621 | $204K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -12.6% | 1,595 | $201K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 1,582 | $199K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1350.0% | 1,450 | $182K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -0.6% | 1,340 | $177K |
| MAI Capital Management | 0.00% | Add +7.5% | 1,339 | $168K |
| TruNorth Capital Management, LLC | 0.04% | No change | 1,300 | $164K |
| Kings Path Partners LLC | 0.06% | No change | 1,280 | $161K |
| Headlands Technologies LLC | 0.02% | Add +102.4% | 1,277 | $161K |
| FMR LLC | 0.00% | Reduce -8.0% | 1,170 | $147K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -20.8% | 1,145 | $144K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.9% | 1,096 | $138K |
| Whittier Trust Co. | 0.00% | No change | 1,060 | $133K |
| Global Trust Asset Management, LLC | 0.07% | New | 1,030 | $130K |
| MGB Wealth Management, LLC | 0.04% | Add +0.2% | 1,005 | $126K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 937 | $118K |
| LOM Asset Management Ltd | 0.04% | — | 880 | $111K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -22.0% | 870 | $109K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 800 | $101K |
| Signaturefd, LLC | 0.00% | No change | 713 | $90K |
| FSA Wealth Management LLC | 0.03% | Add +0.1% | 703 | $88K |
| Fourth Dimension Wealth, LLC | 0.03% | Reduce -5.5% | 655 | $82K |
| Allworth Financial LP | 0.00% | Add +759.5% | 636 | $80K |
| Walleye Capital LLC | 0.00% | New | 634 | $80K |
| Lowe Wealth Advisors, LLC | 0.03% | Reduce -51.3% | 612 | $77K |
| Ancora Advisors LLC | 0.00% | No change | 600 | $75K |
| North Star Investment Management Corp. | 0.01% | Add +0.2% | 597 | $75K |
| EPG Wealth Management LLC | 0.02% | No change | 500 | $63K |
| Provident Wealth Management, LLC | 0.02% | Reduce -1.5% | 455 | $57K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -68.0% | 430 | $54K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 417 | $52K |
| Copia Wealth Management | 0.04% | Add +476.9% | 375 | $47K |
| Lanark Financial, Inc. | 0.00% | Add +51.3% | 351 | $44K |
| Anchor Investment Management, LLC | 0.00% | No change | 331 | $42K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 300 | $38K |
| Blair William & Co. | 0.00% | Reduce -19.7% | 289 | $36K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -33.5% | 288 | $36K |
| Hollencrest Capital Management | 0.00% | Add +0.7% | 283 | $36K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -54.7% | 279 | $35K |
| Rothschild Investment LLC | 0.00% | No change | 253 | $32K |
| Founders Capital Management | 0.02% | No change | 252 | $32K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.4% | 253 | $31K |
| Winthrop Capital Management, LLC | 0.01% | Add +84.4% | 236 | $30K |
| Oakworth Capital, Inc. | 0.00% | Reduce -99.9% | 232 | $29K |
| Creekmur Asset Management LLC | 0.01% | No change | 226 | $28K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -37.7% | 226 | $28K |
| Your Advocates Ltd., LLP | 0.01% | No change | 222 | $28K |
| Financial Gravity Companies, Inc. | 0.01% | — | 219 | $28K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 200 | $25K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $25K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 200 | $25K |
| Bokf, NA | 0.00% | No change | 200 | $25K |
| Capital Investment Counsel, Inc | 0.00% | No change | 190 | $24K |
| Centerpoint Advisors, LLC | 0.01% | No change | 175 | $22K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 171 | $22K |
| AlphaCore Capital LLC | 0.00% | New | 171 | $22K |
| Chilton Capital Management LLC | 0.00% | Add +24.4% | 168 | $21K |
| Spire Wealth Management | 0.00% | Reduce -4.7% | 162 | $20K |
| Global Wealth Strategies & Associates | 0.01% | No change | 160 | $20K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -40.6% | 152 | $19K |
| TD Waterhouse Canada Inc. | 0.00% | Add +204.1% | 149 | $19K |
| Park Square Financial Group, LLC | 0.01% | No change | 150 | $19K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 146 | $18K |
| Smithfield Trust Co | 0.00% | No change | 145 | $18K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 135 | $17K |
| CoreCap Advisors, LLC | 0.00% | No change | 123 | $15K |
| Archer Investment Corp | 0.00% | No change | 121 | $15K |
| Crews Bank & Trust | 0.00% | No change | 119 | $15K |
| Stephens Consulting, LLC | 0.00% | Add +293.3% | 118 | $15K |
| Optimum Investment Advisors | 0.01% | No change | 100 | $13K |
| Summit Securities Group LLC | 0.00% | New | 100 | $13K |
| Valeo Financial Advisors, LLC | 0.00% | New | 12,243 | $12K |
| Financial Management Professionals, Inc. | 0.00% | No change | 96 | $12K |
| Assetmark, Inc. | 0.00% | No change | 92 | $12K |
| Global Retirement Partners, LLC | 0.00% | — | 84 | $11K |
| Caldwell Trust Co | 0.00% | No change | 82 | $10K |
| Arax Advisory Partners | 0.00% | Reduce -28.8% | 79 | $10K |
| Luminist Capital LLC | 0.01% | No change | 74 | $9K |
| Kiker Wealth Management, LLC | 0.01% | No change | 70 | $9K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 70 | $9K |
| IFP Advisors, Inc | 0.00% | Add +50.0% | 63 | $8K |
| Roble, Belko & Company, Inc | 0.00% | New | 52 | $7K |
| Sound Income Strategies, LLC | 0.00% | Add +95.0% | 39 | $5K |
| Pacific Center for Financial Services | 0.00% | Add +2.6% | 39 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 36 | $5K |
| Howe & Rusling Inc. | 0.00% | No change | 35 | $4K |
| Missouri Trust & Investment Co | 0.00% | No change | 30 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 28 | $4K |
| Ulland Investment Advisors, LLC | 0.00% | Reduce -46.8% | 25 | $3K |
| Friedenthal Financial | 0.00% | Add +83.3% | 22 | $3K |
| Centricity Wealth Management, LLC | 0.00% | No change | 21 | $3K |
| SWAN Capital 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 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 12 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 10 | $1K |
| MTM Investment Management, LLC | 0.00% | No change | 10 | $1K |
| Perritt Capital Management Inc | 0.00% | No change | 9 | $1K |
| Harbor Asset Planning, Inc. | 0.00% | — | 4 | $512 |
| Nemes Rush Group LLC | 0.00% | No change | 3 | $377 |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -100.0% | 1 | $126 |
"% 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.