SPDR S&P Oil & Gas Exploration & Production ETF (XOP) Institutional Ownership

$148.07
-3.36 (-2.22%)
(As of 05/1/2024 ET)

Institutional Ownership Changes (13F Filings) for SPDR S&P Oil & Gas Exploration & Production ETF (NYSEARCA:XOP)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$73.08M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$424.82M
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XOP Institutional Buying and Selling by Quarter

SPDR S&P Oil & Gas Exploration & Production ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Janney Montgomery Scott LLC7,006$1.09M0.0%-32.1%0.026%
4/30/2024 Van ECK Associates Corp28,654$4.44M0.0%-29.0%0.105%
4/29/2024 Sierra Capital LLC15,118$2.34M0.3%-8.7%0.056%
4/22/2024 Oakworth Capital Inc.199,724$30.94M2.3%+5.1%0.734%
4/9/2024 Ferguson Wellman Capital Management Inc.2,182$338K0.0%-15.9%0.008%
4/9/2024 Lowe Wealth Advisors LLC1,365$211K0.1%+65.5%0.005%
4/8/2024 Westwind Capital6,867$1.06M0.3%+12.1%0.026%
4/5/2024 NBC Securities Inc.350$54K0.0%-51.3%0.001%
4/2/2024 Modus Advisors LLC45,049$6.98M2.6%-1.1%0.169%
4/1/2024 Appleton Partners Inc. MA14,631$2.27M0.2%-8.1%0.055%
3/5/2024Fisher Asset Management LLC28,614$3.92M0.0%-22.9%0.107%
2/29/2024Acima Private Wealth LLC17,953$2.46M1.0%-23.7%0.067%
2/14/2024Barometer Capital Management Inc.4,100$561K0.2%-26.8%0.015%
2/14/2024VitalStone Financial LLC322$44K0.0%+33.1%0.001%
2/14/2024Connectus Wealth LLC1,824$250K0.0%-51.1%0.007%
2/13/2024Cibc World Markets Corp24,368$3.34M0.0%N/A0.091%
2/13/2024Hirtle Callaghan & Co LLC4,407$603K0.0%N/A0.017%
2/12/2024 Connable Office Inc.103,635$14.19M1.7%-1.0%0.389%
2/9/2024 Nations Financial Group Inc. IA ADV3,408$467K0.0%-8.4%0.013%
2/9/2024InterOcean Capital Group LLC3,808$521K0.0%+2.3%0.014%
2/8/2024FCA Corp TX2,294$314K0.1%N/A0.009%
2/8/2024Janney Montgomery Scott LLC10,311$1.41M0.0%-27.2%0.039%
2/7/2024Valley Wealth Managers Inc.39,847$5.46M0.4%+1.0%0.150%
2/7/2024 Cary Street Partners Investment Advisory LLC2,823$386K0.0%+423.7%0.011%
2/6/2024Fisher Asset Management LLC28,800$3.94M0.0%-22.4%0.108%
2/6/2024 Summit Financial LLC2,585$354K0.0%-42.3%0.010%
2/6/2024 Essex Financial Services Inc.8,986$1.23M0.1%-4.9%0.034%
2/5/2024 Cary Street Partners Asset Management LLC2,698$369K0.1%N/A0.010%
2/5/2024 Van ECK Associates Corp40,354$5.53M0.0%+27.4%0.151%
2/5/2024Transcend Capital Advisors LLC5,037$690K0.1%-28.0%0.019%
2/2/2024 Meritage Portfolio Management54,334$7.44M0.5%N/A0.204%
1/31/2024 Oakworth Capital Inc.190,017$26.02M2.1%-2.4%0.713%
1/30/2024 Rye Brook Capital LLC8,500$1.16M0.6%-2.3%0.032%
1/30/2024Waldron Private Wealth LLC3,247$444K0.0%-12.1%0.012%
1/29/2024ORG Partners LLC6,613$906K0.2%-1.2%0.025%
1/24/2024Advisors Preferred LLC317$44K0.0%-58.8%0.001%
1/24/2024 Private Trust Co. NA513$70K0.0%-63.7%0.002%
1/19/2024 AdvisorNet Financial Inc1,285$176K0.0%+18.4%0.005%
1/11/2024 Parkside Investments LLC3,775$517K0.1%N/A0.014%
1/11/2024 Ferguson Wellman Capital Management Inc.2,596$355K0.0%-26.6%0.010%
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1/5/2024 Lowe Wealth Advisors LLC825$113K0.1%+16.2%0.003%
1/4/2024 Modus Advisors LLC45,534$6.23M2.5%-1.7%0.171%
1/3/2024 Spence Asset Management6,127$839K0.2%+11.3%0.023%
1/2/2024 Appleton Partners Inc. MA15,928$2.18M0.2%-6.1%0.060%
11/16/2023VitalStone Financial LLC242$33K0.0%+952.2%0.001%
11/14/2023Toronto Dominion Bank632,548$93.56M0.2%-68.7%2.374%
11/13/2023 Cary Street Partners Investment Advisory LLC539$80K0.0%+331.2%0.002%
11/13/2023Rathbones Group PLC1,410$209K0.0%N/A0.005%
11/9/2023Valley Wealth Managers Inc.39,457$5.84M0.5%N/A0.148%
11/8/2023 Van ECK Associates Corp31,685$4.69M0.0%-7.7%0.119%
11/8/2023Janney Montgomery Scott LLC14,155$2.09M0.0%+65.7%0.053%
11/8/2023Barometer Capital Management Inc.5,600$828K0.3%+194.7%0.021%
11/8/2023 Connable Office Inc.104,705$15.49M2.1%+0.4%0.393%
11/7/2023 Summit Financial LLC4,480$663K0.0%-8.6%0.017%
11/7/2023Advisors Preferred LLC770$110K0.0%+150.0%0.003%
11/7/2023Quantbot Technologies LP4,694$694K0.0%N/A0.018%
11/6/2023Eldridge Investment Advisors Inc.7,500$1.11M0.4%N/A0.028%
11/6/2023Black Swift Group LLC21,295$3.15M1.0%N/A0.080%
11/4/2023 NBC Securities Inc.723$107K0.0%N/A0.003%
10/31/2023 Oakworth Capital Inc.194,607$28.78M2.6%-4.0%0.730%
10/27/2023Whittier Trust Co.3,385$501K0.0%-4.5%0.013%
10/26/2023Waldron Private Wealth LLC3,692$546K0.0%-3.6%0.014%
10/23/2023 Lowe Wealth Advisors LLC710$105K0.1%+517.4%0.003%
10/20/2023 Modus Advisors LLC46,336$6.85M3.0%+1.1%0.174%
10/19/2023 SOL Capital Management CO1,506$223K0.0%N/A0.006%
10/18/2023 Private Trust Co. NA1,414$209K0.0%+286.3%0.005%
10/13/2023SG Americas Securities LLC47,144$6.97M0.1%+66.1%0.177%
10/13/2023 Arkadios Wealth Advisors2,070$306K0.0%N/A0.008%
10/12/2023 Ferguson Wellman Capital Management Inc.3,536$523K0.0%-27.8%0.013%
10/11/2023 Spence Asset Management5,505$814K0.3%N/A0.021%
10/3/2023 Appleton Partners Inc. MA16,956$2.51M0.2%-10.1%0.064%
9/12/2023Davidson Kempner Capital Management LP5,000$644K0.0%-91.7%0.019%
8/15/2023Quantitative Investment Management LLC62,245$8.02M0.8%N/A0.234%
8/11/2023 Summit Financial LLC4,899$631K0.0%+10.5%0.018%
8/11/2023JPMorgan Chase & Co.188,799$24.32M0.0%-48.2%0.708%
8/9/2023Flow Traders U.S. LLC7,702$992K0.0%N/A0.029%
8/8/2023Fisher Asset Management LLC38,143$4.91M0.0%-26.3%0.143%
8/7/2023 Connable Office Inc.104,290$13.44M1.8%-22.1%0.391%
8/4/2023Advisors Preferred LLC308$40K0.0%-41.0%0.001%
8/4/2023Banco Bilbao Vizcaya Argentaria S.A.26,555$3.43M0.0%-1.1%0.100%
8/3/2023 Van ECK Associates Corp34,313$4.42M0.0%-15.8%0.128%
7/31/2023NEIRG Wealth Management LLC4,862$626K0.1%-26.5%0.018%
7/28/2023 Oakworth Capital Inc.202,790$26.13M2.2%-1.8%0.754%
7/28/2023 Private Trust Co. NA366$47K0.0%+1,207.1%0.001%
7/26/2023Janney Montgomery Scott LLC8,545$1.10M0.0%-50.8%0.032%
7/24/2023 Rye Brook Capital LLC8,700$1.12M0.5%+2.4%0.032%
7/14/2023 AdvisorNet Financial Inc1,105$142K0.0%+47.3%0.004%
7/14/2023 Harbor Investment Advisory LLC1,900$245K0.0%-13.6%0.007%
7/11/2023 Ferguson Wellman Capital Management Inc.4,896$631K0.0%N/A0.018%
7/10/2023 Appleton Partners Inc. MA18,870$2.43M0.2%-23.9%0.070%
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7/10/2023SG Americas Securities LLC28,390$3.66M0.0%-9.3%0.106%
7/7/2023 Deane Retirement Strategies Inc.329$42K0.0%-98.7%0.001%
7/6/2023 Avondale Wealth Management616$79K0.1%-44.8%0.002%
7/5/2023 Modus Advisors LLC45,843$5.91M2.5%+2.3%0.170%
5/17/2023D L Carlson Investment Group Inc.7,759$990K0.2%-39.8%0.029%
5/11/2023Toronto Dominion Bank2,060,546$262.74M0.4%-38.1%7.717%
5/10/2023MAI Capital Management1,845$235K0.0%N/A0.007%
5/10/2023Bessemer Group Inc.652,303$83.23M0.2%-0.2%2.443%
5/9/2023Fortis Advisors LLC252$32K0.0%N/A0.001%
5/9/2023Wedbush Securities Inc.2,657$339K0.0%-22.1%0.010%
(Data available from 1/1/2016 forward)

XOP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XOP shares?

During the previous two years, 105 institutional investors and hedge funds held shares of SPDR S&P Oil & Gas Exploration & Production ETF. The most heavily invested institutionals were Mackenzie Financial Corp ($150.51M), Toronto Dominion Bank ($93.56M), Bessemer Group Inc. ($83.23M), Credit Suisse AG ($46.68M), Oakworth Capital Inc. ($30.94M), Affinity Wealth Management LLC ($29.16M), and JPMorgan Chase & Co. ($24.32M).Learn more on XOP's institutional investors.

Which institutional investors have been buying SPDR S&P Oil & Gas Exploration & Production ETF stock?

Of the 89 institutional investors that purchased SPDR S&P Oil & Gas Exploration & Production ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Toronto Dominion Bank ($1.70M), Credit Suisse AG ($349.34K), Oakworth Capital Inc. ($216.29K), Affinity Wealth Management LLC ($203.92K), JPMorgan Chase & Co. ($149.87K), JGP Global Gestao de Recursos Ltda. ($110.27K), and Miracle Mile Advisors LLC ($102.80K).

How much institutional buying is happening at SPDR S&P Oil & Gas Exploration & Production ETF?

Institutional investors have bought a total of 3,528,736 shares in the last 24 months. This purchase volume represents approximately $449.72M in transactions.

Which SPDR S&P Oil & Gas Exploration & Production ETF major shareholders have been selling company stock?

Of the 53 institutional investors that sold SPDR S&P Oil & Gas Exploration & Production ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Toronto Dominion Bank ($7.12M), Twin Tree Management LP ($1.76M), Bessemer Group Inc. ($1.12M), Credit Suisse AG ($447.64K), SG Americas Securities LLC ($210.70K), JPMorgan Chase & Co. ($175.91K), and Mackenzie Financial Corp ($132.79K).

How much institutional selling is happening at SPDR S&P Oil & Gas Exploration & Production ETF?

Institutional investors have sold a total of 11,487,230 shares in the last 24 months. This volume of shares sold represents approximately $1.52B in transactions.


This page (NYSEARCA:XOP) was last updated on 5/1/2024 by MarketBeat.com Staff

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