SS SPDR S&P Og Exp & ProdXOPETF
13F holders, Q4 2025 (December 31)318holders −15
32new positions
55sold out
6famous investors
$126.31avg. 13F price*
At the end of Q4 2025, 318 institutions reported holding SS SPDR S&P Og Exp & Prod (XOP) in their 13F filings, down 15 from Q3 2025. 32 opened new positions and 55 sold out. The largest holders were Bank of America Corp. ($510.5M), Goldman Sachs Group Inc. ($474.8M) and Healthcare of Ontario Pension Plan Trust Fund ($391.3M). 6 famous investors held it, including Ken Griffin (0.0% 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 SERIES TRUST (Q4 2025)
- CUSIP
- 78468R556
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $135.5M |
| Exits | 55 | $231.9M |
All 13F filers, Q3 2025 → Q4 2025: 4,871,236 shares bought and 6,578,073 shares sold, net −1,706,837 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 318 holders
| Bank of America Corp. | 0.04% | Reduce -7.5% | 4,042,864 | $510.5M |
| Goldman Sachs Group Inc. | 0.07% | Add +5.4% | 3,760,778 | $474.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.67% | Add +1.7% | 3,099,500 | $391.3M |
| UBS Group AG | 0.06% | Add +61.6% | 2,431,845 | $307.0M |
| Citigroup Inc. | 0.18% | Reduce -17.9% | 2,128,640 | $268.8M |
| Morgan Stanley | 0.02% | Reduce -7.2% | 2,033,968 | $256.8M |
| Barclays PLC | 0.08% | Add +350.9% | 1,540,222 | $194.5M |
| Mirae Asset Securities (usa) Inc. | 3.25% | No change | 650,000 | $82.1M |
| Bessemer Group Inc. | 0.10% | Reduce -2.8% | 491,415 | $62.0M |
| Capstone Investment Advisors, LLC | 0.61% | New | 477,078 | $60.2M |
| Two Sigma Investments, LP | 0.09% | Add +1112.7% | 458,394 | $57.9M |
| Citadel Advisors | 0.04% | Reduce -45.8% | 414,674 | $52.4M |
| National Bank of Canada | 0.05% | Add +536.6% | 392,197 | $49.5M |
| Wells Fargo & Company | 0.01% | Add +241.9% | 383,331 | $48.4M |
| Vanderbilt University | 7.80% | Add +0.7% | 362,028 | $45.7M |
| Cadence Wealth Management LLC | 14.38% | Add +66.5% | 235,924 | $29.8M |
| Royal Bank of Canada | 0.01% | Reduce -8.8% | 223,376 | $28.2M |
| Marshall Wace, LLP | 0.03% | New | 222,463 | $28.1M |
| Susquehanna International Group, LLP | 0.03% | Add +1.6% | 168,263 | $21.2M |
| LPL Financial LLC | 0.01% | Reduce -7.6% | 157,671 | $19.9M |
| Optiver Holding B.V. | 0.26% | New | 115,235 | $14.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.8% | 97,168 | $12.3M |
| EP Wealth Advisors, LLC | 0.05% | — | 79,193 | $10.0M |
| Southeast Asset Advisors, LLC | 0.92% | Add +14.7% | 76,745 | $9.7M |
| ARP Global Capital Ltd | 2.90% | — | 76,000 | $9.6M |
| Allianz SE | 0.10% | Add +12.5% | 63,025 | $8.0M |
| Skylands Capital, LLC | 1.06% | Add +48.9% | 61,630 | $7.8M |
| Satovsky Asset Management LLC | 1.49% | Add +2.3% | 60,980 | $7.7M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.55% | Add +2.4% | 54,508 | $6.9M |
| Krilogy Financial LLC | 0.23% | Add +13.9% | 49,664 | $6.7M |
| SummitTX Capital, L.P. | 0.19% | Add +624.9% | 50,520 | $6.4M |
| Abbington Investment Group | 4.20% | Add +78.8% | 48,649 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Add +38.1% | 48,399 | $6.1M |
| Bank of Montreal | 0.00% | Add +13.3% | 46,218 | $5.8M |
| Condire Management, LP | 0.56% | New | 41,028 | $5.2M |
| Ping Capital Management, Inc. | 2.01% | Add +21.2% | 40,000 | $5.1M |
| Modus Advisors, LLC | 1.33% | Reduce -3.5% | 39,988 | $5.0M |
| Credit Industriel Et Commercial | 1.11% | Add +87.6% | 38,468 | $4.9M |
| SG Americas Securities, LLC | 0.01% | Reduce -85.0% | 37,904 | $4.8M |
| Deane Retirement Strategies, Inc. | 1.96% | New | 37,469 | $4.7M |
| Itau Unibanco Holding S.A. | 0.11% | New | 34,800 | $4.4M |
| Maven Securities LTD | 0.54% | New | 33,886 | $4.3M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +112.0% | 33,175 | $4.2M |
| ExodusPoint Capital Management, LP | 0.05% | Reduce -62.9% | 32,531 | $4.1M |
| Millennium Management | 0.00% | Add +154.9% | 32,091 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +3.1% | 31,258 | $3.9M |
| Graham Capital Management, L.P. | 0.19% | Add +35.7% | 31,150 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.8% | 29,534 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 27,581 | $3.5M |
| Arete Wealth Advisors, LLC | 0.23% | New | 26,852 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Add +50.6% | 26,820 | $3.4M |
| Tudor Investment Corporation | 0.02% | Reduce -71.0% | 25,397 | $3.2M |
| ArchPoint Investors | 0.75% | No change | 24,933 | $3.1M |
| Arkadios Wealth Advisors | 0.06% | Reduce -6.8% | 24,364 | $3.1M |
| Jaffetilchin Investment Partners, LLC | 0.17% | Add +4.0% | 22,430 | $2.8M |
| Stamos Capital Partners, L.P. | 0.44% | Add +23.5% | 21,902 | $2.8M |
| Frisch Financial Group, Inc. | 0.61% | Reduce -1.6% | 21,494 | $2.7M |
| One Plus One Wealth Management, LLC | 1.13% | Reduce -2.7% | 19,325 | $2.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -15.5% | 18,912 | $2.4M |
| Carrera Capital Advisors | 0.39% | Add +16.5% | 18,417 | $2.3M |
| Brevan Howard Capital Management LP | 0.05% | New | 18,278 | $2.3M |
| Lombard Odier Asset Management (USA) Corp | 1.22% | Reduce -10.0% | 18,000 | $2.3M |
| BW Gestao de Investimentos Ltda. | 0.08% | New | 17,955 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +33.2% | 17,468 | $2.2M |
| Acima Private Wealth, LLC | 0.68% | Reduce -3.5% | 17,313 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.7% | 17,116 | $2.2M |
| ARS Investment Partners, LLC | 0.13% | Reduce -4.4% | 16,992 | $2.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +179.5% | 16,770 | $2.1M |
| Turim 21 Investimentos Ltda. | 0.79% | Reduce -8.0% | 10,646 | $2.0M |
| Nikulski Financial, Inc. | 0.48% | Add +184.8% | 15,758 | $2.0M |
| Wealthfront Advisers LLC | 0.00% | Add +1.4% | 15,716 | $2.0M |
| Caz Investments LP | 3.28% | No change | 15,000 | $1.9M |
| SPX Gestao de Recursos Ltda | 0.19% | Add +7.1% | 15,000 | $1.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -58.5% | 14,923 | $1.9M |
| HBK Sorce Advisory LLC | 0.04% | Add +7.9% | 12,843 | $1.9M |
| Pettinga Financial Advisors LLC | 0.34% | Reduce -7.5% | 14,223 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +2.2% | 14,110 | $1.8M |
| Parallax Volatility Advisers, L.P. | 0.06% | Add +1337500.0% | 13,376 | $1.7M |
| Amica Mutual Insurance Co. | 0.14% | No change | 12,964 | $1.6M |
| Sender Co & Partners, Inc. | 0.93% | New | 12,936 | $1.6M |
| Heritage Oak Wealth Advisors LLC | 0.59% | Reduce -6.9% | 12,682 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.3% | 12,631 | $1.6M |
| Anson Capital, Inc. | 1.15% | Add +13.2% | 12,515 | $1.6M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 12,265 | $1.5M |
| Quarry LP | 0.26% | Reduce -41.1% | 11,945 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -64.8% | 11,795 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +3.2% | 11,353 | $1.4M |
| Two Sigma Securities, LLC | 0.20% | Reduce -11.1% | 11,325 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.7% | 11,323 | $1.4M |
| Fisher Asset Management | 0.00% | Reduce -2.1% | 11,187 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +159.8% | 11,157 | $1.4M |
| Banco Santander, S.A. | 0.01% | No change | 10,282 | $1.3M |
| Empowered Funds, LLC | 0.02% | Reduce -3.4% | 10,173 | $1.3M |
| Mariner, LLC | 0.00% | Add +33.0% | 10,044 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +0.2% | 9,990 | $1.3M |
| Mizuho Markets Cayman LP | 0.06% | Add +284.8% | 9,873 | $1.2M |
| Brookstone Capital Management | 0.01% | Reduce -25.8% | 9,621 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -11.1% | 9,601 | $1.2M |
| Ascentis Wealth Management, LLC | 0.30% | Reduce -18.9% | 9,383 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.3% | 9,195 | $1.2M |
| Convergence Financial, LLC | 0.17% | Reduce -3.3% | 8,965 | $1.1M |
| RFG Holdings, Inc. | 0.28% | Reduce -8.7% | 8,841 | $1.1M |
| Appleton Partners Inc. | 0.07% | Reduce -6.6% | 8,534 | $1.1M |
| Wellington Shields Capital Management, LLC | 0.16% | Reduce -1.9% | 8,523 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -60.7% | 8,409 | $1.1M |
| Arrowroot Family Office, LLC | 0.38% | Reduce -2.5% | 8,355 | $1.1M |
| Principal Securities, Inc. | 0.02% | Reduce -14.1% | 7,783 | $983K |
| Jones Financial Companies LLLP | 0.00% | Add +15.9% | 7,619 | $962K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -57.4% | 7,552 | $953K |
| Focus Partners Wealth | 0.00% | Reduce -4.0% | 7,491 | $947K |
| Essex Financial Services, Inc. | 0.05% | Reduce -0.3% | 7,466 | $943K |
| Access Financial Services, Inc. | 0.34% | Reduce -0.2% | 7,352 | $928K |
| Quantinno Capital Management LP | 0.00% | Add +9.4% | 7,192 | $908K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.8% | 7,189 | $908K |
| E&G Advisors, LLC | 0.20% | Reduce -0.7% | 7,180 | $907K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.9% | 7,069 | $893K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -13.1% | 6,940 | $876K |
| Mizuho Markets Americas LLC | 0.02% | Add +57.8% | 6,827 | $862K |
| Calamos Wealth Management LLC | 0.03% | No change | 6,600 | $833K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.3% | 6,550 | $827K |
| Credit Agricole S A | 0.00% | Add +141.4% | 6,337 | $800K |
| Heritage Wealth Management, Inc. | 0.22% | Reduce -54.9% | 6,315 | $797K |
| Gainplan LLC | 0.29% | Add +4.4% | 6,221 | $785K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -84.2% | 6,176 | $780K |
| Bank of New York Mellon Corp | 0.00% | New | 6,166 | $778K |
| Venture Visionary Partners LLC | 0.02% | Reduce -11.5% | 6,021 | $760K |
| Y.D. More Investments Ltd | 0.04% | No change | 6,000 | $758K |
| Rockingstone Advisors LLC | 0.34% | Add +4.6% | 5,870 | $741K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +2.6% | 5,845 | $738K |
| Paragon Capital Management LLC | 0.37% | Reduce -10.0% | 5,772 | $729K |
| Vontobel Holding Ltd. | 0.00% | Add +68.3% | 5,728 | $723K |
| Mackenzie Financial Corp. | 0.00% | Reduce -5.2% | 5,500 | $699K |
| Scotia Capital Inc. | 0.00% | Reduce -4.2% | 5,526 | $698K |
| Meridian Investment Counsel Inc. | 0.16% | Reduce -8.5% | 5,355 | $676K |
| Pekin Hardy Strauss, Inc. | 0.06% | Add +41.8% | 5,312 | $671K |
| MH & Associates Securities Management Corp. | 0.55% | — | 5,301 | $669K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +149.4% | 5,254 | $669K |
| Cordoba Advisory Partners LLC | 0.16% | — | 5,128 | $647K |
| US Bancorp \de | 0.00% | Add +1.8% | 5,064 | $639K |
| Hara Capital LLC | 0.35% | No change | 5,000 | $631K |
| Mirabaud & Cie SA | 0.20% | No change | 5,000 | $631K |
| Argent Trust Co | 0.02% | No change | 4,996 | $631K |
| Transamerica Financial Advisors, LLC | 0.05% | Add +2.2% | 4,965 | $627K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -62.5% | 4,899 | $619K |
| Mgo One Seven LLC | 0.01% | Reduce -11.0% | 4,855 | $613K |
| Headlands Technologies LLC | 0.05% | New | 4,854 | $613K |
| Laurel Oak Wealth Management, LLC | 0.10% | — | 4,805 | $607K |
| Jane Street Group, LLC | 0.00% | Reduce -71.9% | 4,772 | $603K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.9% | 4,728 | $594K |
| Ameriprise Financial Inc. | 0.00% | Reduce -27.4% | 4,557 | $575K |
| Berger Financial Group, Inc | 0.03% | Add +6.5% | 4,449 | $562K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.07% | Add +20.4% | 4,413 | $557K |
| Shelton Wealth Management, LLC | 0.24% | Add +0.9% | 4,389 | $554K |
| Natixis | 0.00% | Add +62.6% | 4,323 | $546K |
| Captrust Financial Advisors | 0.00% | Reduce -0.2% | 4,294 | $542K |
| TrustWell Financial Advisors, LLC | 0.51% | — | 4,213 | $532K |
| Concorde Financial Corp | 0.38% | No change | 3,462 | $484K |
| Hilltop Holdings Inc. | 0.03% | Add +31.1% | 3,817 | $482K |
| World Investment Advisors | 0.01% | Add +27.6% | 3,797 | $479K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -55.8% | 3,759 | $475K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -21.3% | 3,742 | $472K |
| Private Advisor Group, LLC | 0.00% | Reduce -58.4% | 3,718 | $469K |
| Toronto Dominion Bank | 0.00% | Add +52.6% | 3,640 | $460K |
| Flow Traders U.S. LLC | 0.01% | New | 3,584 | $453K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -22.8% | 3,510 | $443K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 3,510 | $443K |
| Creative Planning | 0.00% | Add +3.9% | 3,499 | $442K |
| Van Den Berg Management I, Inc. | 0.10% | Reduce -7.7% | 3,492 | $441K |
| RoundAngle Advisors LLC | 0.32% | Reduce -17.1% | 3,479 | $439K |
| J. Goldman & Co LP | 0.02% | No change | 3,369 | $425K |
| Waldron Private Wealth LLC | 0.02% | No change | 3,247 | $410K |
| Wealthspire Advisors, LLC | 0.00% | Add +120.4% | 3,246 | $410K |
| Independent Financial Group, LLC | 0.01% | Reduce -33.7% | 3,244 | $410K |
| Discovery Capital Management, LLC / CT | 0.02% | New | 3,215 | $406K |
| NewEdge Advisors, LLC | 0.00% | Add +24.3% | 3,142 | $397K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +3.1% | 3,093 | $391K |
| Rossby Financial, LCC | 0.12% | Add +13.3% | 2,999 | $379K |
| VestGen Advisors, LLC | 0.02% | Reduce -4.1% | 2,937 | $371K |
| Anchyra Partners LLC | 0.11% | — | 2,915 | $368K |
| AQR Capital Management | 0.00% | New | 2,825 | $357K |
| Boston Partners | 0.00% | No change | 2,775 | $350K |
| Global Endowment Management, LP | 0.04% | No change | 2,700 | $341K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +63.0% | 2,690 | $340K |
| Waverly Advisors, LLC | 0.00% | Reduce -0.9% | 2,661 | $336K |
| Centaurus Financial, Inc. | 0.02% | Reduce -5.4% | 2,653 | $335K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -2.4% | 2,644 | $334K |
| Cladis Investment Advisory, LLC | 0.18% | Reduce -1.3% | 2,628 | $332K |
| Founders Financial Alliance, LLC | 0.06% | No change | 2,526 | $319K |
| Comerica Bank | 0.00% | Reduce -59.1% | 2,502 | $316K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 2,500 | $316K |
| Key Client Fiduciary Advisors, LLC | 0.11% | Reduce -8.2% | 2,480 | $313K |
| Parallel Advisors, LLC | 0.01% | No change | 2,441 | $308K |
| Baird Financial Group, Inc. | 0.00% | Add +52.4% | 2,432 | $307K |
| Cwm, LLC | 0.00% | Add +0.5% | 2,407 | $304K |
| WIT Partners Advisory Pte. Ltd. | 0.10% | No change | 2,500 | $300K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 2,361 | $298K |
| IHT Wealth Management, LLC | 0.01% | Add +2.4% | 2,322 | $293K |
| Equitable Holdings, Inc. | 0.00% | Add +19.7% | 2,283 | $288K |
| SeaBridge Investment Advisors LLC | 0.05% | No change | 2,233 | $282K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,154 | $272K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 2,150 | $271K |
| AE Wealth Management LLC | 0.00% | Reduce -4.3% | 2,149 | $271K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.1% | 2,138 | $270K |
| Cresta Advisors, Ltd. | 0.11% | No change | 2,100 | $265K |
| Kovack Advisors, Inc. | 0.01% | New | 2,097 | $265K |
| Independent Advisor Alliance | 0.01% | New | 2,095 | $265K |
| D L Carlson Investment Group Inc. | 0.04% | Reduce -2.4% | 2,039 | $257K |
| Fiduciary Counselling Inc. | 0.68% | No change | 2,022 | $255K |
| BCS Private Wealth Management, Inc. | 0.09% | New | 2,000 | $253K |
| Walkner Condon Financial Advisors LLC | 0.03% | No change | 1,960 | $247K |
| Insight 2811, Inc. | 0.11% | No change | 1,949 | $246K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -14.1% | 1,907 | $241K |
| Meridian Wealth Advisors, LLC | 0.03% | New | 1,900 | $240K |
| Crestmont Private Wealth LLC | 0.08% | No change | 1,856 | $234K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -19.6% | 1,845 | $233K |
| Daiwa Securities Group Inc. | 0.00% | No change | 1,825 | $230K |
| Fiduciary Financial Group, LLC | 0.03% | Reduce -10.5% | 1,816 | $229K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -47.5% | 1,786 | $226K |
| Sunbeam Capital Management, LLC | 0.13% | No change | 1,777 | $224K |
| Mascagni Wealth Management, Inc. | 0.16% | Reduce -6.1% | 1,748 | $221K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,744 | $220K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -7.3% | 1,726 | $218K |
| MAI Capital Management | 0.00% | Add +37.4% | 1,702 | $215K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,670 | $210K |
| Argyle Capital Partners, LLC | 0.15% | Reduce -30.4% | 1,644 | $208K |
| Western Wealth Management, LLC | 0.01% | Add +0.2% | 1,629 | $206K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.6% | 1,624 | $205K |
| Private Wealth Asset Management, LLC | 0.02% | No change | 1,582 | $200K |
| FMR LLC | 0.00% | Reduce -1.6% | 1,551 | $196K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.7% | 1,374 | $174K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.5% | 1,186 | $150K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.3% | 1,144 | $144K |
| FNY Investment Advisers, LLC | 0.04% | Add +40.5% | 1,054 | $133K |
| Kings Path Partners LLC | 0.05% | Reduce -19.5% | 1,030 | $130K |
| Whittier Trust Co. | 0.00% | Reduce -2.8% | 1,030 | $129K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.0% | 946 | $119K |
| IFC & Insurance Marketing, Inc. | 0.11% | — | 906 | $114K |
| Allworth Financial LP | 0.00% | Add +174.8% | 874 | $110K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 800 | $101K |
| MGB Wealth Management, LLC | 0.03% | Reduce -25.4% | 750 | $95K |
| DV Trading LLC | 0.01% | — | 745 | $94K |
| Signaturefd, LLC | 0.00% | No change | 713 | $90K |
| Fourth Dimension Wealth, LLC | 0.03% | Reduce -0.5% | 652 | $82K |
| Ancora Advisors LLC | 0.00% | No change | 600 | $76K |
| EFG International AG | 0.00% | — | 600 | $76K |
| North Star Investment Management Corp. | 0.00% | Add +0.3% | 600 | $76K |
| EPG Wealth Management LLC | 0.02% | No change | 500 | $63K |
| Provident Wealth Management, LLC | 0.02% | No change | 455 | $57K |
| Copia Wealth Management | 0.04% | No change | 442 | $56K |
| Wexford Capital LP | 0.01% | New | 358 | $45K |
| LOM Asset Management Ltd | 0.01% | Reduce -60.2% | 350 | $44K |
| Lanark Financial, Inc. | 0.00% | Reduce -1.7% | 346 | $44K |
| Winthrop Capital Management, LLC | 0.01% | Add +0.9% | 335 | $42K |
| CX Institutional | 0.00% | Reduce -7.8% | 330 | $42K |
| Anchor Investment Management, LLC | 0.00% | No change | 331 | $42K |
| IFP Advisors, Inc | 0.00% | Reduce -0.7% | 288 | $36K |
| Hollencrest Capital Management | 0.00% | Add +0.7% | 287 | $36K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -6.5% | 287 | $36K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -1.4% | 277 | $35K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.8% | 257 | $32K |
| Rothschild Investment LLC | 0.00% | No change | 253 | $32K |
| Founders Capital Management | 0.02% | No change | 252 | $32K |
| Godfrey Financial Associates, Inc. | 0.03% | — | 235 | $30K |
| Blair William & Co. | 0.00% | No change | 234 | $30K |
| Oakworth Capital, Inc. | 0.00% | Reduce -8.8% | 229 | $29K |
| Geneos Wealth Management Inc. | 0.00% | No change | 226 | $29K |
| Your Advocates Ltd., LLP | 0.01% | No change | 222 | $28K |
| Abound Wealth Management | 0.01% | New | 200 | $25K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $25K |
| AlphaCore Capital LLC | 0.00% | No change | 171 | $22K |
| Chilton Capital Management LLC | 0.00% | No change | 168 | $21K |
| Global Wealth Strategies & Associates | 0.01% | No change | 160 | $20K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 135 | $20K |
| Spire Wealth Management | 0.00% | Reduce -8.0% | 150 | $19K |
| International Assets Investment Management, LLC | 0.00% | Reduce -97.4% | 138 | $17K |
| Quantbot Technologies LP | 0.00% | Reduce -98.5% | 131 | $17K |
| Signature Equity Partners, LLC | 0.01% | — | 127 | $16K |
| Fifth Third Bancorp | 0.00% | New | 125 | $16K |
| Archer Investment Corp | 0.00% | No change | 121 | $15K |
| Crews Bank & Trust | 0.00% | No change | 119 | $15K |
| Stephens Consulting, LLC | 0.00% | No change | 118 | $15K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $13K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 98 | $12K |
| Global Retirement Partners, LLC | 0.00% | Add +61.0% | 95 | $12K |
| Assetmark, Inc. | 0.00% | Reduce -20.0% | 92 | $12K |
| Arax Advisory Partners | 0.00% | New | 90 | $11K |
| Caldwell Trust Co | 0.00% | No change | 82 | $10K |
| Sound Income Strategies, LLC | 0.00% | Add +89.7% | 74 | $10K |
| Luminist Capital LLC | 0.01% | No change | 74 | $9K |
| Hamrick Investment Counsel, llc | 0.01% | — | 71 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -70.6% | 63 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -75.0% | 50 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 49 | $6K |
| Pacific Center for Financial Services | 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 | $4K |
| Networth Advisors, LLC | 0.00% | — | 31 | $4K |
| Missouri Trust & Investment Co | 0.00% | No change | 30 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 28 | $4K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 28 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 28 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 25 | $3K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 25 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | — | 25 | $3K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 25 | $3K |
| CoreCap Advisors, LLC | 0.00% | Reduce -81.3% | 23 | $3K |
| SWAN Capital LLC | 0.00% | No change | 21 | $3K |
| BlackRock, Inc. | 0.00% | No change | 17 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 15 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +275.0% | 15 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 14 | $2K |
| Caitlin John, LLC | 0.00% | No change | 12 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 10 | $1K |
| Trust Co. of Vermont | 0.00% | Reduce -10.0% | 9 | $1K |
| Harbor Asset Planning, Inc. | 0.00% | No change | 4 | $521 |
| Nemes Rush Group LLC | 0.00% | No change | 3 | $379 |
| Kingdom Financial Group LLC. | 0.00% | New | 1 | $165 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 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.