SS SPDR S&P Og Exp & ProdXOPETF
13F holders, Q3 2025 (September 30)333holders −14
35new positions
47sold out
6famous investors
$132.33avg. 13F price*
At the end of Q3 2025, 333 institutions reported holding SS SPDR S&P Og Exp & Prod (XOP) in their 13F filings, down 14 from Q2 2025. 35 opened new positions and 47 sold out. The largest holders were Bank of America Corp. ($577.9M), Goldman Sachs Group Inc. ($471.8M) and JPMorgan Chase & Co. ($403.8M). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR S&P Og Exp & Prod
- Filed as
- SPDR SERIES TRUST (Q3 2025)
- CUSIP
- 78468R556
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $51.7M |
| Exits | 47 | $73.7M |
All 13F filers, Q2 2025 → Q3 2025: 3,520,227 shares bought and 3,943,101 shares sold, net −422,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 333 holders
| Bank of America Corp. | 0.04% | Add +42.8% | 4,371,426 | $577.9M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -4.5% | 3,569,127 | $471.8M |
| JPMorgan Chase & Co. | 0.03% | Add +2.7% | 3,054,720 | $403.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.75% | Reduce -5.6% | 3,049,000 | $403.1M |
| Citigroup Inc. | 0.24% | Add +23.1% | 2,592,706 | $342.8M |
| Morgan Stanley | 0.02% | Reduce -16.3% | 2,191,646 | $289.7M |
| UBS Group AG | 0.04% | Reduce -2.2% | 1,504,621 | $198.9M |
| T. Rowe Price Associates Inc. | 0.01% | No change | 953,455 | $126.0M |
| Citadel Advisors | 0.08% | Add +154.0% | 765,011 | $101.1M |
| Mirae Asset Securities (usa) Inc. | 3.77% | No change | 650,000 | $85.9M |
| Bessemer Group Inc. | 0.10% | Reduce -1.1% | 505,649 | $66.8M |
| Vanderbilt University | 7.89% | Add +0.7% | 359,428 | $47.5M |
| Barclays PLC | 0.02% | Reduce -73.7% | 341,582 | $45.2M |
| SG Americas Securities, LLC | 0.12% | Add +792.5% | 253,594 | $33.5M |
| Royal Bank of Canada | 0.01% | Reduce -34.2% | 245,040 | $32.4M |
| Quadrature Capital Ltd | 0.35% | Add +139.7% | 222,891 | $29.5M |
| LPL Financial LLC | 0.01% | Reduce -10.6% | 170,578 | $22.6M |
| Susquehanna International Group, LLP | 0.03% | Reduce -36.7% | 165,542 | $21.9M |
| Cadence Wealth Management LLC | 9.81% | Add +455.2% | 141,729 | $18.7M |
| Wells Fargo & Company | 0.00% | Reduce -84.3% | 112,117 | $14.8M |
| ExodusPoint Capital Management, LP | 0.16% | Add +19.3% | 87,609 | $11.6M |
| Tudor Investment Corporation | 0.08% | Add +97.8% | 87,606 | $11.6M |
| Jump Financial, LLC | 0.15% | New | 84,471 | $11.2M |
| Southeast Asset Advisors, LLC | 0.96% | Add +11.6% | 66,930 | $8.8M |
| Summit Securities Group LLC | 2.81% | Add +64564.0% | 64,664 | $8.5M |
| National Bank of Canada | 0.01% | Add +496.9% | 61,608 | $8.1M |
| Satovsky Asset Management LLC | 1.57% | Add +3.3% | 59,609 | $7.9M |
| Allianz SE | 0.16% | Add +9.8% | 56,025 | $7.4M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.64% | Add +1.0% | 53,244 | $7.0M |
| Atom Investors LP | 0.42% | Reduce -6.9% | 42,079 | $5.6M |
| Modus Advisors, LLC | 1.49% | Reduce -3.0% | 41,442 | $5.5M |
| Skylands Capital, LLC | 0.76% | Reduce -5.6% | 41,380 | $5.5M |
| Krilogy Financial LLC | 0.20% | Add +8.0% | 43,617 | $5.4M |
| Twin Tree Management, LP | 0.25% | Reduce -66.9% | 41,064 | $5.4M |
| Bank of Montreal | 0.00% | Reduce -35.8% | 40,799 | $5.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +506.0% | 39,091 | $5.2M |
| Two Sigma Investments, LP | 0.01% | New | 37,799 | $5.0M |
| Corecam Pte. Ltd. | 2.62% | New | 37,200 | $4.9M |
| D. E. Shaw & Co. | 0.00% | New | 35,949 | $4.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.4% | 35,048 | $4.6M |
| MML Investors Services, LLC | 0.01% | Reduce -16.4% | 33,520 | $4.4M |
| Ping Capital Management, Inc. | 2.63% | Add +50.0% | 33,000 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +66.0% | 30,316 | $4.0M |
| Banque Cantonale Vaudoise | 0.14% | Reduce -14.9% | 27,500 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -6.9% | 27,380 | $3.6M |
| Abbington Investment Group | 3.08% | — | 27,214 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.3% | 26,887 | $3.6M |
| Arkadios Wealth Advisors | 0.08% | Reduce -2.5% | 26,127 | $3.5M |
| ArchPoint Investors | 0.90% | No change | 24,933 | $3.3M |
| Salzhauer Michael | 1.60% | New | 774 | $3.1M |
| Graham Capital Management, L.P. | 0.17% | Reduce -4.2% | 22,950 | $3.0M |
| Renaissance Technologies | 0.00% | New | 22,800 | $3.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +78.6% | 22,370 | $3.0M |
| Frisch Financial Group, Inc. | 0.67% | Reduce -2.5% | 21,852 | $2.9M |
| Jaffetilchin Investment Partners, LLC | 0.17% | Add +2.0% | 21,572 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -3.9% | 21,411 | $2.8M |
| Credit Industriel Et Commercial | 0.61% | Reduce -18.9% | 20,502 | $2.7M |
| Quarry LP | 0.70% | Add +407.4% | 20,298 | $2.7M |
| Lombard Odier Asset Management (USA) Corp | 0.71% | Reduce -31.0% | 20,000 | $2.6M |
| One Plus One Wealth Management, LLC | 1.28% | Reduce -3.5% | 19,864 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -11.6% | 18,537 | $2.5M |
| Quantitative Investment Management, LLC | 0.33% | Add +267.0% | 18,062 | $2.4M |
| Acima Private Wealth, LLC | 0.74% | No change | 17,944 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +1.1% | 17,811 | $2.4M |
| ARS Investment Partners, LLC | 0.16% | Reduce -31.5% | 17,775 | $2.3M |
| Stamos Capital Partners, L.P. | 0.44% | Reduce -39.7% | 17,740 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.6% | 17,736 | $2.3M |
| Squarepoint Ops LLC | 0.00% | Reduce -89.1% | 17,247 | $2.3M |
| Group One Trading LLC | 0.07% | Reduce -69.0% | 17,117 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -91.7% | 17,000 | $2.2M |
| Turim 21 Investimentos Ltda. | 0.74% | New | 11,573 | $2.2M |
| Carrera Capital Advisors | 0.37% | Add +9.9% | 15,803 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -45.1% | 15,650 | $2.1M |
| Wealthfront Advisers LLC | 0.00% | Reduce -6.3% | 15,505 | $2.0M |
| Pettinga Financial Advisors LLC | 0.40% | Reduce -1.3% | 15,372 | $2.0M |
| BlueCrest Capital Management Ltd | 0.14% | New | 15,051 | $2.0M |
| Caz Investments LP | 3.69% | No change | 15,000 | $2.0M |
| IMC-Chicago, LLC | 0.03% | Reduce -31.7% | 14,324 | $1.9M |
| SPX Gestao de Recursos Ltda | 0.16% | New | 14,000 | $1.9M |
| Heritage Wealth Management, Inc. | 0.54% | Add +109.0% | 13,996 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -25.7% | 13,802 | $1.8M |
| Heritage Oak Wealth Advisors LLC | 0.67% | Reduce -13.8% | 13,621 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -75.0% | 13,115 | $1.7M |
| Jefferies Financial Group Inc. | 0.02% | Add +305.6% | 13,051 | $1.7M |
| Caption Management, LLC | 0.10% | No change | 13,050 | $1.7M |
| Tidal Investments LLC | 0.01% | New | 12,984 | $1.7M |
| Brookstone Capital Management | 0.02% | Reduce -10.3% | 12,971 | $1.7M |
| Amica Mutual Insurance Co. | 0.16% | Reduce -33.9% | 12,964 | $1.7M |
| Two Sigma Securities, LLC | 0.25% | Reduce -35.0% | 12,743 | $1.7M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -5.3% | 12,694 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.8% | 12,668 | $1.7M |
| Millennium Management | 0.00% | Reduce -42.8% | 12,590 | $1.7M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 12,265 | $1.6M |
| Ascentis Wealth Management, LLC | 0.37% | Add +0.5% | 11,576 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +0.0% | 11,521 | $1.5M |
| Fisher Asset Management | 0.00% | Add +0.5% | 11,431 | $1.5M |
| HBK Sorce Advisory LLC | 0.04% | Add +0.4% | 11,901 | $1.5M |
| Anson Capital, Inc. | 1.10% | Add +10.7% | 11,056 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -3.1% | 11,005 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -1.5% | 10,803 | $1.4M |
| Walleye Capital LLC | 0.01% | Add +1585.0% | 10,683 | $1.4M |
| Empowered Funds, LLC | 0.01% | New | 10,534 | $1.4M |
| Banco Santander, S.A. | 0.01% | No change | 10,282 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.8% | 10,026 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +0.1% | 9,974 | $1.3M |
| Eisler Capital Management Ltd. | 0.03% | Reduce -36.4% | 9,622 | $1.3M |
| Wolverine Trading, LLC | 0.03% | Reduce -21.7% | 9,594 | $1.3M |
| RFG Holdings, Inc. | 0.33% | Reduce -15.6% | 9,682 | $1.3M |
| Convergence Financial, LLC | 0.18% | Reduce -2.9% | 9,267 | $1.2M |
| Appleton Partners Inc. | 0.08% | Reduce -4.4% | 9,133 | $1.2M |
| Principal Securities, Inc. | 0.02% | Add +4.0% | 9,062 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +47.1% | 8,936 | $1.2M |
| Wellington Shields Capital Management, LLC | 0.17% | Reduce -5.4% | 8,690 | $1.1M |
| Quantbot Technologies LP | 0.03% | Add +64.1% | 8,682 | $1.1M |
| Arrowroot Family Office, LLC | 0.45% | Add +9.4% | 8,573 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -18.1% | 8,505 | $1.1M |
| Financial Sense Advisors, Inc. | 0.22% | New | 8,000 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -6.9% | 7,984 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -0.4% | 7,801 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -0.5% | 7,553 | $998K |
| Essex Financial Services, Inc. | 0.06% | Reduce -3.9% | 7,489 | $990K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -22.7% | 7,392 | $977K |
| Access Financial Services, Inc. | 0.35% | Reduce -0.2% | 7,366 | $974K |
| E&G Advisors, LLC | 0.22% | No change | 7,230 | $956K |
| Rockefeller Capital Management L.P. | 0.00% | New | 7,209 | $953K |
| SummitTX Capital, L.P. | 0.04% | Reduce -12.3% | 6,969 | $921K |
| Jones Financial Companies LLLP | 0.00% | Reduce -26.6% | 6,575 | $902K |
| Venture Visionary Partners LLC | 0.03% | Reduce -49.6% | 6,803 | $899K |
| Calamos Wealth Management LLC | 0.03% | No change | 6,600 | $873K |
| Canoe Financial LP | 0.01% | New | 4,488 | $870K |
| Quantinno Capital Management LP | 0.00% | Add +34.3% | 6,576 | $869K |
| Neuberger Berman Group LLC | 0.00% | Add +0.1% | 6,570 | $869K |
| Wakefield Asset Management LLLP | 0.23% | Add +157.9% | 6,459 | $854K |
| HSBC Holdings PLC | 0.00% | New | 6,491 | $853K |
| Walleye Trading LLC | 0.01% | Reduce -70.9% | 6,441 | $852K |
| Paragon Capital Management LLC | 0.41% | Reduce -0.7% | 6,414 | $848K |
| Ameriprise Financial Inc. | 0.00% | Add +0.6% | 6,279 | $830K |
| Comerica Bank | 0.00% | Add +18.0% | 6,120 | $809K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 6,115 | $808K |
| Y.D. More Investments Ltd | 0.04% | Reduce -50.0% | 6,000 | $793K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -38.5% | 6,000 | $793K |
| Gainplan LLC | 0.33% | Reduce -1.2% | 5,957 | $788K |
| Proficio Capital Partners LLC | 0.05% | New | 5,935 | $785K |
| Meridian Investment Counsel Inc. | 0.19% | No change | 5,855 | $774K |
| Mackenzie Financial Corp. | 0.00% | Reduce -3.3% | 5,800 | $767K |
| Scotia Capital Inc. | 0.00% | Reduce -1.0% | 5,767 | $762K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +1.7% | 5,699 | $753K |
| Rockingstone Advisors LLC | 0.37% | Reduce -0.9% | 5,610 | $742K |
| Nikulski Financial, Inc. | 0.18% | Add +87.9% | 5,533 | $731K |
| Mgo One Seven LLC | 0.02% | Add +7.6% | 5,455 | $721K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -28.9% | 5,235 | $692K |
| International Assets Investment Management, LLC | 0.05% | No change | 5,306 | $673K |
| Hara Capital LLC | 0.39% | No change | 5,000 | $661K |
| Parkside Investments, LLC | 0.08% | Add +100.0% | 5,000 | $661K |
| Mirabaud & Cie SA | 0.21% | No change | 5,000 | $661K |
| Argent Trust Co | 0.02% | Reduce -14.3% | 4,996 | $660K |
| US Bancorp \de | 0.00% | Add +10.0% | 4,974 | $658K |
| Independent Financial Group, LLC | 0.02% | Add +164.9% | 4,892 | $647K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.6% | 4,822 | $645K |
| Simplex Trading, LLC | 0.01% | New | 4,878 | $644K |
| Transamerica Financial Advisors, LLC | 0.05% | Add +3.0% | 4,856 | $642K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -1.3% | 4,755 | $629K |
| Elevation Point Wealth Partners, LLC | 0.04% | New | 4,547 | $601K |
| Tillman Hartley LLC | 0.15% | New | 4,500 | $595K |
| Shelton Wealth Management, LLC | 0.27% | Reduce -0.1% | 4,351 | $575K |
| Mizuho Markets Americas LLC | 0.01% | Reduce -24.1% | 4,327 | $572K |
| Captrust Financial Advisors | 0.00% | Add +1.6% | 4,302 | $569K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.7% | 4,294 | $568K |
| RoundAngle Advisors LLC | 0.43% | Reduce -3.6% | 4,199 | $555K |
| Berger Financial Group, Inc | 0.03% | New | 4,176 | $552K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.3% | 3,962 | $524K |
| Van Den Berg Management I, Inc. | 0.13% | Add +0.1% | 3,782 | $500K |
| Advisors Preferred, LLC | 0.07% | New | 3,700 | $498K |
| Pekin Hardy Strauss, Inc. | 0.05% | Reduce -0.4% | 3,745 | $495K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.08% | Reduce -3.1% | 3,664 | $484K |
| Concorde Financial Corp | 0.25% | No change | 3,462 | $458K |
| Vontobel Holding Ltd. | 0.00% | Reduce -29.0% | 3,403 | $450K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -73.8% | 3,401 | $450K |
| J. Goldman & Co LP | 0.02% | No change | 3,369 | $445K |
| Creative Planning | 0.00% | Reduce -3.6% | 3,369 | $445K |
| Waldron Private Wealth LLC | 0.02% | No change | 3,247 | $429K |
| VestGen Advisors, LLC | 0.01% | Reduce -4.5% | 3,063 | $405K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.6% | 3,000 | $397K |
| Nokomis Capital, L.L.C. | 0.14% | New | 3,000 | $397K |
| Hartree Partners, LP | 0.14% | New | 3,000 | $397K |
| World Investment Advisors | 0.01% | Reduce -52.9% | 2,975 | $393K |
| Hilltop Holdings Inc. | 0.02% | Add +29.2% | 2,911 | $385K |
| Centaurus Financial, Inc. | 0.02% | Reduce -13.0% | 2,804 | $371K |
| Boston Partners | 0.00% | New | 2,775 | $367K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -11.8% | 2,709 | $358K |
| Key Client Fiduciary Advisors, LLC | 0.12% | No change | 2,700 | $357K |
| Global Endowment Management, LP | 0.04% | No change | 2,700 | $357K |
| Rossby Financial, LCC | 0.12% | Add +0.0% | 2,648 | $356K |
| Waverly Advisors, LLC | 0.00% | Add +42.5% | 2,686 | $355K |
| Cladis Investment Advisory, LLC | 0.20% | No change | 2,662 | $352K |
| Natixis | 0.00% | Reduce -25.9% | 2,659 | $352K |
| Credit Agricole S A | 0.00% | — | 2,625 | $347K |
| Man Group plc | 0.00% | New | 2,569 | $340K |
| Mizuho Markets Cayman LP | 0.03% | No change | 2,566 | $339K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.5% | 2,527 | $334K |
| Founders Financial Alliance, LLC | 0.06% | No change | 2,526 | $334K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 2,500 | $331K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.7% | 2,460 | $325K |
| Parallel Advisors, LLC | 0.01% | Add +3.0% | 2,441 | $323K |
| Advisory Alpha, LLC | 0.01% | Add +0.3% | 2,429 | $320K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -42.4% | 2,414 | $319K |
| Cwm, LLC | 0.00% | Reduce -10.2% | 2,395 | $317K |
| WIT Partners Advisory Pte. Ltd. | 0.12% | New | 2,500 | $316K |
| Toronto Dominion Bank | 0.00% | Reduce -52.8% | 2,386 | $315K |
| Argyle Capital Partners, LLC | 0.22% | Add +42.1% | 2,362 | $312K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | No change | 2,361 | $312K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,295 | $303K |
| IHT Wealth Management, LLC | 0.01% | Add +39.9% | 2,268 | $300K |
| Torrey Growth & Income Advisors | 0.09% | — | 2,250 | $297K |
| AE Wealth Management LLC | 0.00% | Reduce -14.2% | 2,245 | $297K |
| SeaBridge Investment Advisors LLC | 0.05% | Reduce -24.2% | 2,233 | $295K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -0.8% | 2,221 | $294K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 2,150 | $284K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 2,107 | $281K |
| Capital Square, LLC | 0.14% | Reduce -30.9% | 2,123 | $281K |
| Cresta Advisors, Ltd. | 0.12% | No change | 2,100 | $278K |
| D L Carlson Investment Group Inc. | 0.05% | Reduce -8.1% | 2,089 | $276K |
| Fiduciary Financial Group, LLC | 0.04% | Add +0.1% | 2,029 | $268K |
| Fiduciary Counselling Inc. | 0.71% | No change | 2,022 | $267K |
| Walkner Condon Financial Advisors LLC | 0.04% | No change | 1,960 | $259K |
| Insight 2811, Inc. | 0.11% | No change | 1,949 | $258K |
| Equitable Holdings, Inc. | 0.00% | Add +0.2% | 1,907 | $252K |
| Insigneo Advisory Services, LLC | 0.02% | Add +0.7% | 1,898 | $251K |
| Mascagni Wealth Management, Inc. | 0.19% | Reduce -4.8% | 1,862 | $246K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +13.4% | 1,861 | $246K |
| Crestmont Private Wealth LLC | 0.08% | No change | 1,856 | $245K |
| Daiwa Securities Group Inc. | 0.00% | No change | 1,825 | $241K |
| Merit Financial Group, LLC | 0.00% | Reduce -76.3% | 1,785 | $236K |
| Sunbeam Capital Management, LLC | 0.15% | Reduce -12.4% | 1,777 | $235K |
| Massachusetts Wealth Management | 0.11% | Reduce -12.5% | 1,745 | $231K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,744 | $231K |
| Harbour Investments, Inc. | 0.01% | No change | 1,685 | $223K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,670 | $222K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +13.8% | 1,650 | $218K |
| Western Wealth Management, LLC | 0.01% | Reduce -10.9% | 1,626 | $215K |
| Baird Financial Group, Inc. | 0.00% | New | 1,596 | $211K |
| Private Wealth Asset Management, LLC | 0.02% | No change | 1,582 | $209K |
| FMR LLC | 0.00% | Add +34.8% | 1,577 | $209K |
| Client 1ST Advisory Group, LLC | 0.07% | New | 1,569 | $207K |
| Insight Wealth Strategies, LLC | 0.02% | Reduce -11.8% | 1,517 | $201K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -13.2% | 1,473 | $195K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.9% | 1,365 | $180K |
| TruNorth Capital Management, LLC | 0.03% | No change | 1,300 | $172K |
| Kings Path Partners LLC | 0.06% | No change | 1,280 | $169K |
| Amica Retiree Medical Trust | 0.23% | Reduce -29.3% | 1,276 | $169K |
| Global Trust Asset Management, LLC | 0.07% | Add +21.4% | 1,250 | $165K |
| MAI Capital Management | 0.00% | Reduce -7.5% | 1,239 | $164K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.2% | 1,159 | $153K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.6% | 1,146 | $152K |
| Whittier Trust Co. | 0.00% | No change | 1,060 | $141K |
| MGB Wealth Management, LLC | 0.04% | Add +0.1% | 1,006 | $133K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.1% | 927 | $123K |
| LOM Asset Management Ltd | 0.04% | No change | 880 | $116K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 800 | $106K |
| FNY Investment Advisers, LLC | 0.03% | New | 750 | $99K |
| Signaturefd, LLC | 0.00% | No change | 713 | $94K |
| FSA Wealth Management LLC | 0.03% | Add +0.1% | 704 | $93K |
| Fourth Dimension Wealth, LLC | 0.03% | No change | 655 | $87K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 612 | $81K |
| Ancora Advisors LLC | 0.00% | No change | 600 | $79K |
| North Star Investment Management Corp. | 0.01% | Add +0.2% | 598 | $79K |
| EPG Wealth Management LLC | 0.02% | No change | 500 | $66K |
| Provident Wealth Management, LLC | 0.02% | No change | 455 | $60K |
| Copia Wealth Management | 0.04% | Add +17.9% | 442 | $58K |
| CX Institutional | 0.00% | Reduce -88.5% | 358 | $47K |
| Lanark Financial, Inc. | 0.00% | Add +0.3% | 352 | $47K |
| Advisory Services Network, LLC | 0.00% | New | 349 | $46K |
| Winthrop Capital Management, LLC | 0.01% | Add +40.7% | 332 | $44K |
| Anchor Investment Management, LLC | 0.00% | No change | 331 | $44K |
| Allworth Financial LP | 0.00% | Reduce -50.0% | 318 | $42K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -26.4% | 307 | $41K |
| IFP Advisors, Inc | 0.00% | Add +360.3% | 290 | $38K |
| Hollencrest Capital Management | 0.00% | Add +0.7% | 285 | $38K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -34.6% | 281 | $37K |
| Rothschild Investment LLC | 0.00% | No change | 253 | $33K |
| Founders Capital Management | 0.02% | No change | 252 | $33K |
| Oakworth Capital, Inc. | 0.00% | Add +8.2% | 251 | $33K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.8% | 255 | $33K |
| Blair William & Co. | 0.00% | Reduce -19.0% | 234 | $31K |
| Geneos Wealth Management Inc. | 0.00% | No change | 226 | $30K |
| Your Advocates Ltd., LLP | 0.01% | No change | 222 | $29K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -25.7% | 214 | $28K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 200 | $26K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 200 | $26K |
| Bokf, NA | 0.00% | No change | 200 | $26K |
| AlphaCore Capital LLC | 0.00% | No change | 171 | $23K |
| Chilton Capital Management LLC | 0.00% | No change | 168 | $22K |
| Spire Wealth Management | 0.00% | Add +0.6% | 163 | $21K |
| Global Wealth Strategies & Associates | 0.01% | No change | 160 | $21K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 146 | $19K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 135 | $18K |
| CoreCap Advisors, LLC | 0.00% | No change | 123 | $16K |
| Archer Investment Corp | 0.00% | No change | 121 | $16K |
| Crews Bank & Trust | 0.00% | No change | 119 | $16K |
| Stephens Consulting, LLC | 0.01% | No change | 118 | $16K |
| Assetmark, Inc. | 0.00% | Add +25.0% | 115 | $15K |
| Optimum Investment Advisors | 0.01% | No change | 100 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -41.5% | 100 | $13K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -64.9% | 98 | $13K |
| Caldwell Trust Co | 0.00% | No change | 82 | $11K |
| Luminist Capital LLC | 0.01% | No change | 74 | $10K |
| Global Retirement Partners, LLC | 0.00% | Reduce -29.8% | 59 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -67.1% | 49 | $7K |
| Pacific Center for Financial Services | 0.00% | No change | 39 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 39 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 36 | $5K |
| Howe & Rusling Inc. | 0.00% | No change | 35 | $5K |
| Missouri Trust & Investment Co | 0.00% | No change | 30 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 28 | $4K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 25 | $3K |
| Friedenthal Financial | 0.00% | No change | 22 | $3K |
| SWAN Capital LLC | 0.00% | Add +5.0% | 21 | $3K |
| BlackRock, Inc. | 0.00% | New | 17 | $2K |
| Roble, Belko & Company, Inc | 0.00% | Reduce -75.0% | 13 | $2K |
| Kiker Wealth Management, LLC | 0.00% | Reduce -78.6% | 15 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 15 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 14 | $2K |
| Caitlin John, LLC | 0.00% | New | 12 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 10 | $1K |
| MTM Investment Management, LLC | 0.00% | No change | 10 | $1K |
| Trust Co. of Vermont | 0.00% | New | 10 | $1K |
| Perritt Capital Management Inc | 0.00% | No change | 9 | $1K |
| Harbor Asset Planning, Inc. | 0.00% | No change | 4 | $542 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -66.7% | 4 | $529 |
| Nemes Rush Group LLC | 0.00% | No change | 3 | $397 |
| Parallax Volatility Advisers, L.P. | 0.00% | No change | 1 | $132 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 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.