SS SPDR S&P Og Exp & ProdXOPETF
13F holders, Q1 2026 (March 31)404holders +86
116new positions
28sold out
5famous investors
$181.68avg. 13F price*
At the end of Q1 2026, 404 institutions reported holding SS SPDR S&P Og Exp & Prod (XOP) in their 13F filings, up 86 from Q4 2025. 116 opened new positions and 28 sold out. The largest holders were Goldman Sachs Group Inc. ($458.0M), Morgan Stanley ($382.7M) and Citigroup Inc. ($353.2M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR S&P Og Exp & Prod
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78468R556
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 116 | $546.3M |
| Exits | 28 | $111.2M |
All 13F filers, Q4 2025 → Q1 2026: 4,787,196 shares bought and 10,186,063 shares sold, net −5,398,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 404 holders
| Goldman Sachs Group Inc. | 0.06% | Reduce -33.0% | 2,518,783 | $458.0M |
| Morgan Stanley | 0.02% | Add +3.5% | 2,104,752 | $382.7M |
| Citigroup Inc. | 0.23% | Reduce -8.7% | 1,942,657 | $353.2M |
| Bank of America Corp. | 0.02% | Reduce -54.8% | 1,829,096 | $332.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.45% | Reduce -51.6% | 1,500,000 | $272.7M |
| Invesco Ltd. | 0.02% | New | 1,099,595 | $199.9M |
| UBS Group AG | 0.02% | Reduce -68.6% | 764,227 | $139.0M |
| Mirae Asset Securities (usa) Inc. | 5.58% | No change | 650,000 | $118.2M |
| Bessemer Group Inc. | 0.18% | Add +28.0% | 629,152 | $114.4M |
| LPL Financial LLC | 0.03% | Add +287.3% | 610,685 | $111.0M |
| Barclays PLC | 0.04% | Reduce -61.0% | 600,382 | $109.2M |
| Wells Fargo & Company | 0.02% | Add +24.2% | 475,996 | $86.6M |
| Two Sigma Investments, LP | 0.07% | Reduce -5.1% | 435,124 | $79.1M |
| Quadrature Capital Ltd | 0.84% | New | 386,824 | $70.3M |
| Vanderbilt University | 10.63% | Reduce -14.9% | 307,925 | $56.0M |
| Rokos Capital Management LLP | 0.99% | New | 303,988 | $55.3M |
| Susquehanna International Group, LLP | 0.07% | Add +74.2% | 293,069 | $53.3M |
| Cadence Wealth Management LLC | 15.70% | Reduce -12.3% | 206,991 | $37.6M |
| JPMorgan Chase & Co. | 0.00% | Add +101.6% | 195,889 | $36.3M |
| HRT Financial LP | 0.09% | New | 199,111 | $36.2M |
| National Bank of Canada | 0.03% | Reduce -64.6% | 138,771 | $25.2M |
| Osaic Holdings, Inc. | 0.04% | Add +337.1% | 136,643 | $24.8M |
| Bank Pictet & Cie (Europe) AG | 0.43% | New | 111,000 | $20.2M |
| Millennium Management | 0.02% | Add +244.6% | 110,572 | $20.1M |
| Royal Bank of Canada | 0.00% | Reduce -60.8% | 87,589 | $15.9M |
| Deane Retirement Strategies, Inc. | 5.85% | Add +113.1% | 79,861 | $14.5M |
| Allianz SE | 0.16% | Add +24.3% | 78,325 | $14.2M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -3.2% | 76,671 | $13.9M |
| Ameriprise Financial Inc. | 0.00% | Add +1568.6% | 76,039 | $13.8M |
| Tudor Investment Corporation | 0.07% | Add +182.5% | 71,739 | $13.0M |
| RH Tailwind Management, LLC | 5.93% | New | 63,000 | $11.5M |
| Satovsky Asset Management LLC | 1.96% | Add +0.1% | 61,023 | $11.1M |
| ARP Global Capital Ltd | 6.51% | Reduce -20.0% | 60,800 | $11.1M |
| Cynosure Group, LLC | 1.32% | New | 58,099 | $10.6M |
| Squarepoint Ops LLC | 0.02% | New | 56,310 | $10.2M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.84% | Add +1.9% | 55,544 | $10.1M |
| Madrid Financial Services | 5.85% | New | 54,494 | $9.9M |
| Toronto Dominion Bank | 0.02% | Add +1321.0% | 51,723 | $9.4M |
| TD Waterhouse Canada Inc. | 0.03% | Add +108044.9% | 52,991 | $9.2M |
| Marshall Wace, LLP | 0.01% | Reduce -78.0% | 49,006 | $8.9M |
| Krilogy Financial LLC | 0.28% | Add +2.7% | 51,000 | $8.6M |
| Proficio Capital Partners LLC | 0.45% | New | 46,570 | $8.5M |
| Jain Global LLC | 0.12% | New | 46,477 | $8.5M |
| Nikulski Financial, Inc. | 2.08% | Add +194.1% | 46,345 | $8.4M |
| Skylands Capital, LLC | 1.09% | Reduce -26.0% | 45,585 | $8.3M |
| Castleark Management LLC | 0.27% | New | 45,340 | $8.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.6% | 42,773 | $7.8M |
| Stifel Financial Corp. | 0.01% | Add +44.7% | 39,918 | $7.3M |
| Jump Financial, LLC | 0.12% | New | 39,021 | $7.1M |
| Modus Advisors, LLC | 1.83% | Reduce -8.4% | 36,623 | $6.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +222.5% | 35,978 | $6.5M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Reduce -0.2% | 33,098 | $6.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +94.1% | 32,550 | $5.9M |
| Carrera Capital Advisors | 0.89% | Add +72.4% | 31,748 | $5.8M |
| Armstrong Advisory Group, Inc. | 0.36% | Add +10606.1% | 29,656 | $5.4M |
| Itau Unibanco Holding S.A. | 0.13% | Reduce -16.7% | 29,000 | $5.3M |
| Bank of Montreal | 0.00% | Reduce -37.7% | 28,776 | $5.2M |
| Investment Planning Advisors, Inc. | 1.42% | New | 28,402 | $5.2M |
| Chicago Wealth Management, Inc. | 2.06% | New | 28,368 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Add +4.5% | 28,039 | $5.1M |
| Arete Wealth Advisors, LLC | 0.37% | Add +1.9% | 27,369 | $5.0M |
| LMR Partners LLP | 0.06% | New | 27,000 | $4.9M |
| Abbington Investment Group | 2.75% | Reduce -46.6% | 25,993 | $4.7M |
| Twin Tree Management, LP | 0.98% | New | 25,656 | $4.7M |
| Prelude Capital Management, LLC | 0.35% | New | 25,343 | $4.6M |
| ArchPoint Investors | 1.08% | No change | 24,933 | $4.5M |
| Parallax Volatility Advisers, L.P. | 0.24% | Add +96.0% | 26,215 | $4.3M |
| Wealthfront Advisers LLC | 0.01% | Add +50.6% | 23,665 | $4.3M |
| Vicus Capital | 0.32% | New | 23,610 | $4.3M |
| Arkadios Wealth Advisors | 0.07% | Reduce -4.1% | 23,356 | $4.2M |
| Stapp Wealth Management, PLLC | 5.28% | New | 22,738 | $4.1M |
| Jaffetilchin Investment Partners, LLC | 0.24% | Reduce -0.5% | 22,320 | $4.1M |
| Cetera Investment Advisers | 0.00% | Add +25.6% | 21,931 | $4.0M |
| Westview Management dba Westview Investment Advisors | 1.94% | New | 20,534 | $3.7M |
| Brevan Howard Capital Management LP | 0.04% | Add +8.1% | 19,765 | $3.6M |
| Capital Fund Management S.A. | 0.03% | New | 19,325 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +153.8% | 19,164 | $3.5M |
| One Plus One Wealth Management, LLC | 1.42% | Reduce -4.1% | 18,530 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +759.3% | 18,371 | $3.3M |
| Convergence Financial, LLC | 0.35% | Add +101.1% | 18,026 | $3.3M |
| Maven Securities LTD | 0.19% | Reduce -46.9% | 18,009 | $3.3M |
| BW Gestao de Investimentos Ltda. | 0.15% | No change | 17,955 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.6% | 17,725 | $3.2M |
| ARS Investment Partners, LLC | 0.17% | Add +3.5% | 17,590 | $3.2M |
| Acima Private Wealth, LLC | 0.99% | No change | 17,313 | $3.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -56.0% | 16,676 | $3.0M |
| Private Advisor Group, LLC | 0.01% | Add +336.0% | 16,212 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -45.5% | 16,099 | $2.9M |
| Independent Financial Group, LLC | 0.06% | Add +382.4% | 15,650 | $2.8M |
| Empowered Funds, LLC | 0.02% | Add +50.6% | 15,318 | $2.8M |
| Integrated Wealth Concepts LLC | 0.02% | New | 15,037 | $2.7M |
| Caz Investments LP | 3.28% | No change | 15,000 | $2.7M |
| Encore Global Management, LP | 1.90% | — | 15,000 | $2.7M |
| Great Diamond Partners, LLC | 0.52% | New | 14,817 | $2.7M |
| Pekin Hardy Strauss, Inc. | 0.27% | Add +168.6% | 14,269 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +17.5% | 13,856 | $2.5M |
| Mgo One Seven LLC | 0.05% | Add +176.2% | 13,408 | $2.4M |
| Two Sigma Securities, LLC | 0.28% | Add +18.1% | 13,378 | $2.4M |
| Geneos Wealth Management Inc. | 0.06% | Add +5799.6% | 13,333 | $2.4M |
| Banco Santander, S.A. | 0.02% | Add +29.2% | 13,282 | $2.4M |
| Foundations Investment Advisors, LLC | 0.03% | New | 13,075 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.9% | 12,996 | $2.4M |
| Amica Mutual Insurance Co. | 0.20% | No change | 12,964 | $2.4M |
| Anson Capital, Inc. | 1.57% | Add +0.8% | 12,612 | $2.3M |
| Fisher Asset Management | 0.00% | Add +12.3% | 12,557 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +70.4% | 12,247 | $2.2M |
| Heritage Oak Wealth Advisors LLC | 0.70% | Reduce -4.7% | 12,089 | $2.2M |
| Quarry LP | 0.45% | No change | 11,945 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +91.1% | 11,801 | $2.1M |
| Southeast Asset Advisors, LLC | 0.23% | Reduce -85.2% | 11,395 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.7% | 11,246 | $2.0M |
| Bleakley Financial Group, LLC | 0.03% | New | 10,761 | $2.0M |
| Man Group plc | 0.00% | New | 10,491 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 10,425 | $1.9M |
| MH & Associates Securities Management Corp. | 1.64% | Add +95.3% | 10,350 | $1.9M |
| Flow Traders U.S. LLC | 0.06% | Add +187.4% | 10,299 | $1.9M |
| Harbour Investments, Inc. | 0.03% | Add +529.3% | 10,220 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +27.6% | 9,724 | $1.8M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -13.9% | 11,055 | $1.8M |
| Polymer Capital Management (US) LLC | 0.27% | New | 10,000 | $1.8M |
| Brookstone Capital Management | 0.02% | Reduce -2.5% | 9,379 | $1.7M |
| Summit Financial, LLC | 0.02% | New | 9,282 | $1.7M |
| Pettinga Financial Advisors LLC | 0.31% | Reduce -35.5% | 9,173 | $1.7M |
| Wealth Management Associates, Inc. | 0.57% | New | 9,020 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.4% | 8,886 | $1.6M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -28.7% | 8,750 | $1.6M |
| RFG Holdings, Inc. | 0.40% | Reduce -1.1% | 8,742 | $1.6M |
| Wellington Shields Capital Management, LLC | 0.23% | No change | 8,523 | $1.5M |
| Pillsbury Lake Capital LLC | 0.69% | New | 8,379 | $1.5M |
| Hilltop Holdings Inc. | 0.14% | Add +117.2% | 8,291 | $1.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -57.6% | 8,019 | $1.5M |
| Appleton Partners Inc. | 0.10% | Reduce -7.3% | 7,907 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -31.7% | 7,755 | $1.4M |
| Ascentis Wealth Management, LLC | 0.29% | Reduce -18.5% | 7,647 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Add +4.4% | 7,511 | $1.4M |
| LuminArx Capital Management LP | 1.42% | New | 7,500 | $1.4M |
| Stamos Capital Partners, L.P. | 0.21% | Reduce -65.9% | 7,471 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.09% | New | 7,316 | $1.4M |
| Gainplan LLC | 1.02% | Add +19.7% | 7,449 | $1.4M |
| Focus Partners Wealth | 0.00% | Reduce -0.6% | 7,445 | $1.4M |
| E&G Advisors, LLC | 0.30% | Add +2.4% | 7,350 | $1.3M |
| Access Financial Services, Inc. | 0.46% | Reduce -1.9% | 7,209 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -29.4% | 7,094 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +124.8% | 7,064 | $1.3M |
| Essex Financial Services, Inc. | 0.07% | Reduce -5.6% | 7,051 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.7% | 6,810 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +26.9% | 6,667 | $1.2M |
| VestGen Advisors, LLC | 0.03% | Add +147.8% | 7,279 | $1.2M |
| Calamos Wealth Management LLC | 0.04% | No change | 6,600 | $1.2M |
| Calamos Advisors LLC | 0.01% | New | 6,600 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | No change | 6,550 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +302.4% | 9,186 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -98.5% | 6,346 | $1.2M |
| Heritage Wealth Management, Inc. | 0.57% | No change | 6,315 | $1.1M |
| Principal Securities, Inc. | 0.02% | Reduce -19.5% | 6,265 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -26.2% | 6,207 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | No change | 6,166 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | Add +6.8% | 6,115 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -13.2% | 6,023 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +157.2% | 5,972 | $1.1M |
| Rockingstone Advisors LLC | 0.49% | No change | 5,870 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +8.9% | 15,369 | $1.1M |
| WESPAC Advisors, LLC | 0.58% | New | 5,834 | $1.1M |
| Paragon Capital Management LLC | 0.52% | No change | 5,772 | $1.0M |
| Venture Visionary Partners LLC | 0.03% | Reduce -5.8% | 5,672 | $1.0M |
| GeoWealth Management, LLC | 0.04% | New | 5,515 | $1.0M |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -83.1% | 5,499 | $1000K |
| Meridian Investment Counsel Inc. | 0.23% | No change | 5,355 | $974K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -10.0% | 5,258 | $956K |
| Basso Capital Management, L.P. | 0.58% | New | 5,225 | $950K |
| Cordoba Advisory Partners LLC | 0.26% | Add +0.4% | 5,148 | $936K |
| HB Wealth Management, LLC | 0.01% | Reduce -49.6% | 5,034 | $915K |
| Dynamic Technology Lab Private Ltd | 0.15% | New | 5,011 | $911K |
| Hara Capital LLC | 0.45% | No change | 5,000 | $909K |
| Argent Trust Co | 0.03% | No change | 4,996 | $908K |
| Laurel Oak Wealth Management, LLC | 0.15% | Add +3.8% | 4,989 | $907K |
| Turim 21 Investimentos Ltda. | 0.23% | Reduce -56.0% | 4,683 | $899K |
| US Bancorp \de | 0.00% | Reduce -2.7% | 4,929 | $896K |
| Creative Planning | 0.00% | Add +39.9% | 4,894 | $890K |
| DV Trading LLC | 0.08% | Add +548.3% | 4,830 | $878K |
| Evoke Wealth, LLC | 0.02% | New | 4,808 | $874K |
| Mirabaud & Cie SA | 0.35% | Reduce -4.0% | 4,800 | $872K |
| TrustWell Financial Advisors, LLC | 0.78% | Add +8.9% | 4,589 | $834K |
| Caxton Associates LLP | 0.02% | New | 4,546 | $827K |
| Captrust Financial Advisors | 0.00% | Add +4.3% | 4,481 | $815K |
| Edgestream Partners, L.P. | 0.03% | New | 4,419 | $804K |
| HBK Investments L P | 0.01% | New | 4,403 | $801K |
| Berger Financial Group, Inc | 0.04% | Reduce -3.4% | 4,300 | $782K |
| Shelton Wealth Management, LLC | 0.34% | Reduce -3.5% | 4,233 | $770K |
| Transamerica Financial Advisors, LLC | 0.06% | Reduce -16.9% | 4,125 | $750K |
| Scotia Capital Inc. | 0.00% | Reduce -26.8% | 4,045 | $736K |
| Hudson Bay Capital Management LP | 0.00% | New | 3,970 | $722K |
| Fifth Third Bancorp | 0.00% | Add +3062.4% | 3,953 | $719K |
| Mackenzie Financial Corp. | 0.00% | Reduce -29.1% | 3,900 | $709K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +44.0% | 3,875 | $704K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.09% | Reduce -13.3% | 3,826 | $696K |
| Meridian Wealth Advisors, LLC | 0.09% | Add +100.0% | 3,800 | $691K |
| World Investment Advisors | 0.01% | Add +0.0% | 3,798 | $691K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -1.3% | 3,694 | $672K |
| RoundAngle Advisors LLC | 0.49% | Add +4.2% | 3,624 | $659K |
| Corecam Pte. Ltd. | 0.28% | New | 3,558 | $647K |
| Massachusetts Wealth Management | 0.28% | New | 3,530 | $642K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -6.4% | 3,518 | $640K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +0.2% | 3,516 | $639K |
| Vestmark Advisory Solutions, Inc. | 0.01% | No change | 3,510 | $638K |
| HUB Investment Partners, LLC | 0.02% | New | 3,503 | $637K |
| Concorde Financial Corp | 0.49% | No change | 3,462 | $629K |
| RPS Advisory Solutions LLC | 0.35% | New | 3,405 | $619K |
| Waldron Private Wealth LLC | 0.02% | No change | 3,247 | $590K |
| Discovery Capital Management, LLC / CT | 0.03% | No change | 3,215 | $585K |
| Frisch Financial Group, Inc. | 0.12% | Reduce -85.3% | 3,153 | $573K |
| Waverly Advisors, LLC | 0.00% | Add +17.0% | 3,113 | $566K |
| Pickering Energy Partners LP | 1.11% | New | 3,000 | $545K |
| Bulltick Wealth Management, LLC | 0.12% | New | 2,986 | $543K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -9.9% | 2,926 | $532K |
| Van Den Berg Management I, Inc. | 0.12% | Reduce -16.4% | 2,918 | $531K |
| Anchyra Partners LLC | 0.16% | No change | 2,915 | $530K |
| Rossby Financial, LCC | 0.11% | Add +0.0% | 3,000 | $525K |
| Independent Advisor Alliance | 0.01% | Add +37.1% | 2,873 | $522K |
| Florida Financial Advisors, LLC | 0.12% | New | 2,847 | $518K |
| J. Goldman & Co LP | 0.02% | Reduce -17.3% | 2,785 | $506K |
| Credit Industriel Et Commercial | 0.09% | Reduce -92.8% | 2,781 | $506K |
| Boston Partners | 0.00% | No change | 2,775 | $505K |
| Armistice Capital, LLC | 0.02% | New | 2,733 | $497K |
| Cladis Investment Advisory, LLC | 0.27% | Add +1.9% | 2,678 | $487K |
| AQR Capital Management | 0.00% | Reduce -5.3% | 2,674 | $486K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 2,543 | $462K |
| Founders Financial Alliance, LLC | 0.08% | No change | 2,526 | $459K |
| WIT Partners Advisory Pte. Ltd. | 0.13% | No change | 2,500 | $455K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 2,500 | $455K |
| Key Client Fiduciary Advisors, LLC | 0.15% | No change | 2,480 | $451K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,429 | $442K |
| Apollon Wealth Management, LLC | 0.01% | New | 2,425 | $441K |
| Wakefield Asset Management LLLP | 0.12% | New | 2,424 | $441K |
| Cwm, LLC | 0.00% | Reduce -1.4% | 2,372 | $431K |
| Centaurus Financial, Inc. | 0.02% | Reduce -10.8% | 2,367 | $430K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | No change | 2,361 | $429K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -51.1% | 2,310 | $411K |
| SeaBridge Investment Advisors LLC | 0.07% | No change | 2,233 | $406K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +25.7% | 2,170 | $395K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.1% | 2,155 | $392K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 2,150 | $391K |
| Haven Private, LLC | 0.17% | New | 2,147 | $390K |
| Sigma Planning Corp | 0.01% | New | 2,110 | $384K |
| Cresta Advisors, Ltd. | 0.16% | No change | 2,100 | $382K |
| SFG Wealth Management, LLC. | 0.15% | New | 2,069 | $376K |
| Trek Financial, LLC | 0.02% | New | 2,048 | $372K |
| D L Carlson Investment Group Inc. | 0.06% | Reduce -0.5% | 2,029 | $369K |
| Fiduciary Counselling Inc. | 1.02% | No change | 2,022 | $368K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 2,008 | $365K |
| BCS Private Wealth Management, Inc. | 0.11% | No change | 2,000 | $364K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 1,960 | $356K |
| Cresset Asset Management, LLC | 0.00% | New | 1,955 | $356K |
| Insight 2811, Inc. | 0.15% | No change | 1,949 | $354K |
| AE Wealth Management LLC | 0.00% | Reduce -10.7% | 1,920 | $349K |
| Synergy Asset Management, LLC | 0.04% | New | 1,918 | $349K |
| Crestmont Private Wealth LLC | 0.11% | No change | 1,856 | $338K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 1,850 | $336K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,845 | $335K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 1,830 | $333K |
| Daiwa Securities Group Inc. | 0.00% | No change | 1,825 | $332K |
| Fiduciary Financial Group, LLC | 0.04% | Reduce -0.4% | 1,809 | $329K |
| Oppenheimer & Co. Inc. | 0.00% | New | 1,772 | $322K |
| Financial Gravity Asset Management, Inc. | 0.06% | New | 1,770 | $322K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -7.9% | 1,757 | $320K |
| MAI Capital Management | 0.00% | Add +2.9% | 1,752 | $319K |
| Mascagni Wealth Management, Inc. | 0.23% | No change | 1,748 | $318K |
| FMR LLC | 0.00% | Add +12.5% | 1,745 | $317K |
| Sovran Advisors, LLC | 0.02% | New | 1,778 | $317K |
| Wexford Capital LP | 0.05% | Add +384.1% | 1,733 | $315K |
| Mission Hills Financial Advisory, LLC | 0.16% | New | 1,716 | $312K |
| Griffin Asset Management, Inc. | 0.03% | New | 1,703 | $310K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 1,670 | $299K |
| Western Wealth Management, LLC | 0.01% | Reduce -0.3% | 1,625 | $295K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -11.2% | 1,586 | $288K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 1,582 | $288K |
| Client 1ST Advisory Group, LLC | 0.09% | New | 1,569 | $285K |
| Parallel Advisors, LLC | 0.01% | Reduce -36.3% | 1,556 | $283K |
| Wealth Alliance, LLC | 0.03% | New | 1,526 | $278K |
| Pinnacle Family Advisors, LLC | 0.13% | New | 1,520 | $276K |
| BlueCrest Capital Management Ltd | 0.04% | New | 1,500 | $273K |
| Menora Mivtachim Holdings LTD. | 0.00% | New | 1,500 | $273K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 1,489 | $271K |
| Twin Focus Capital Partners, LLC | 0.03% | New | 1,482 | $269K |
| Group One Trading LLC | 0.01% | New | 1,449 | $263K |
| Baird Financial Group, Inc. | 0.00% | Reduce -40.8% | 1,440 | $262K |
| Kovack Advisors, Inc. | 0.01% | Reduce -30.9% | 1,449 | $260K |
| Tyche Wealth Partners LLC | 0.04% | New | 1,428 | $260K |
| J. Safra Sarasin Holding AG | 0.00% | New | 1,388 | $257K |
| Mizuho Markets Cayman LP | 0.01% | Reduce -85.8% | 1,397 | $254K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.4% | 1,380 | $251K |
| Greenspring Advisors, LLC | 0.02% | New | 1,367 | $249K |
| Ground Swell Capital, LLC | 0.51% | New | 1,356 | $247K |
| Merit Financial Group, LLC | 0.00% | New | 1,340 | $244K |
| Invst, LLC | 0.03% | New | 1,315 | $239K |
| TruNorth Capital Management, LLC | 0.05% | New | 1,300 | $236K |
| Sprott Inc. | 0.01% | New | 1,289 | $234K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 1,280 | $233K |
| IFC & Insurance Marketing, Inc. | 0.24% | Add +40.7% | 1,275 | $232K |
| Willis Johnson & Associates, Inc. | 0.01% | New | 1,269 | $231K |
| Hardin Capital Partners, LLC | 0.10% | New | 1,238 | $225K |
| Maltin Wealth Management, Inc. | 0.08% | New | 1,197 | $218K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +4580.0% | 1,170 | $213K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,144 | $208K |
| Private Trust Co. NA | 0.02% | New | 1,122 | $204K |
| Kings Path Partners LLC | 0.06% | No change | 1,030 | $187K |
| Kingsview Wealth Management, LLC | 0.00% | New | 994 | $181K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.1% | 945 | $172K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.0% | 937 | $164K |
| Whittier Trust Co. | 0.00% | Reduce -15.5% | 870 | $156K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 800 | $145K |
| Belvedere Trading LLC | 0.02% | New | 776 | $141K |
| Signaturefd, LLC | 0.00% | No change | 713 | $130K |
| Fourth Dimension Wealth, LLC | 0.04% | Reduce -0.5% | 649 | $118K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 622 | $113K |
| EFG International AG | 0.00% | No change | 600 | $109K |
| Ancora Advisors LLC | 0.00% | No change | 600 | $109K |
| Copia Wealth Management | 0.07% | Add +30.5% | 577 | $105K |
| Allworth Financial LP | 0.00% | Reduce -40.9% | 517 | $94K |
| EPG Wealth Management LLC | 0.02% | No change | 500 | $91K |
| Ball & Co Wealth Management Inc. | 0.07% | New | 478 | $86K |
| Provident Wealth Management, LLC | 0.03% | No change | 455 | $83K |
| North Star Investment Management Corp. | 0.00% | Reduce -31.7% | 410 | $75K |
| Stone House Investment Management, LLC | 0.01% | New | 400 | $73K |
| LOM Asset Management Ltd | 0.02% | No change | 350 | $64K |
| Innovative Asset Advisors Group, LLC | 0.04% | — | 350 | $64K |
| Advisors Preferred, LLC | 0.01% | New | 349 | $63K |
| Lanark Financial, Inc. | 0.00% | No change | 346 | $63K |
| Winthrop Capital Management, LLC | 0.02% | Add +0.3% | 336 | $61K |
| Anchor Investment Management, LLC | 0.01% | No change | 331 | $60K |
| Centiva Capital, LP | 0.00% | New | 328 | $60K |
| Cheviot Value Management, LLC | 0.01% | New | 325 | $59K |
| Silver Grove Financial Group, Inc. | 0.04% | New | 300 | $55K |
| Hollencrest Capital Management | 0.00% | Add +0.3% | 288 | $52K |
| IFP Advisors, Inc | 0.00% | No change | 288 | $52K |
| CX Institutional | 0.00% | Reduce -19.1% | 267 | $49K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1686.7% | 268 | $49K |
| Oakworth Capital, Inc. | 0.00% | Add +16.6% | 267 | $49K |
| Rothschild Investment LLC | 0.00% | No change | 253 | $46K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.4% | 258 | $46K |
| Founders Capital Management | 0.02% | No change | 252 | $46K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -15.0% | 244 | $44K |
| Essential Partners LLC | 0.01% | New | 240 | $44K |
| Godfrey Financial Associates, Inc. | 0.04% | No change | 235 | $43K |
| BlackRock, Inc. | 0.00% | Add +1282.3% | 235 | $43K |
| Your Advocates Ltd., LLP | 0.01% | No change | 222 | $40K |
| Highline Wealth Partners LLC | 0.01% | New | 200 | $36K |
| Abound Wealth Management | 0.01% | No change | 200 | $36K |
| Westside Investment Management, Inc. | 0.01% | No change | 200 | $36K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 194 | $35K |
| Natixis | 0.00% | Reduce -95.6% | 189 | $34K |
| Blair William & Co. | 0.00% | Reduce -19.7% | 188 | $34K |
| Chilton Capital Management LLC | 0.00% | No change | 168 | $31K |
| Global Wealth Strategies & Associates | 0.01% | No change | 160 | $29K |
| Bullseye Investment Management, LLC | 0.01% | New | 145 | $26K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 135 | $25K |
| International Assets Investment Management, LLC | 0.00% | Reduce -1.4% | 136 | $24K |
| Signature Equity Partners, LLC | 0.01% | No change | 127 | $23K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 125 | $23K |
| Archer Investment Corp | 0.00% | No change | 121 | $22K |
| Advisory Services Network, LLC | 0.00% | New | 121 | $22K |
| Crews Bank & Trust | 0.00% | No change | 119 | $22K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 100 | $18K |
| Assetmark, Inc. | 0.00% | No change | 92 | $17K |
| AlphaCore Capital LLC | 0.00% | Reduce -46.8% | 91 | $17K |
| Spire Wealth Management | 0.00% | Reduce -44.7% | 83 | $15K |
| Caldwell Trust Co | 0.00% | No change | 82 | $15K |
| Arax Advisory Partners | 0.00% | Reduce -12.2% | 79 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -95.8% | 74 | $13K |
| Hamrick Investment Counsel, llc | 0.01% | No change | 71 | $13K |
| Sound Income Strategies, LLC | 0.00% | No change | 74 | $13K |
| Ascentis Independent Advisors | 0.00% | New | 66 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 63 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Add +125.0% | 63 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 50 | $9K |
| Kiker Wealth Management, LLC | 0.00% | New | 40 | $7K |
| Pacific Center for Financial Services | 0.00% | No change | 39 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 36 | $7K |
| Howe & Rusling Inc. | 0.00% | No change | 35 | $6K |
| Gen-Wealth Partners Inc | 0.00% | New | 35 | $6K |
| Mather Group, Llc. | 0.00% | New | 35 | $6K |
| Networth Advisors, LLC | 0.00% | No change | 31 | $6K |
| GoalVest Advisory LLC | 0.00% | New | 31 | $6K |
| NFSG Corp | 0.00% | New | 31 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | New | 31 | $6K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -68.4% | 31 | $6K |
| Missouri Trust & Investment Co | 0.00% | No change | 30 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +3.6% | 29 | $5K |
| Gill Capital Partners, LLC | 0.00% | New | 29 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 28 | $5K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 25 | $5K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 25 | $5K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 25 | $5K |
| Creative Financial Designs Inc. | 0.00% | New | 25 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 23 | $4K |
| SWAN Capital LLC | 0.00% | No change | 21 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 14 | $3K |
| Caitlin John, LLC | 0.00% | Add +8.3% | 13 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 10 | $2K |
| Harbor Asset Planning, Inc. | 0.00% | No change | 4 | $754 |
| Nemes Rush Group LLC | 0.00% | No change | 3 | $545 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 1 | $238 |
| Kingdom Financial Group LLC. | 0.00% | No change | 1 | $238 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 1 | $182 |
"% 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.