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Get Institutions for : 
SPDR S&P Oil & Gas Exploration & Production ETF (XOP)  
$152.10 1.87 (1.24%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 373    26
Total shares held : 
 25,661,068  
% of shares held : 
 6.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -65  
Amount of shares held : 
 1,152,396  
% of shares held change : 
   0.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $142.98  
Last Quarter's Ending Price : 
 $136.91  
Last Quarter's Average Price : 
 $140.70  
Change from last quarter's     
avg. price to the last closing  : 
11.40 (8.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
50
 481,886
 1.88%
 
Increased Positions :
92
 6,871,773
 26.78%
 
Unchanged Positions :
100
 1,586,088
 6.18%
 
Decreased Positions :
131
-4,710,601
-18.36%
 
Closed Positions :
76
-1,490,662
-5.81%
 
Guru Positions :
4
56,707
 0.22%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GOLDMAN SACHS GROUP INC/ 119 - 2023-12-31 5,322,557 $728,711,000 2,125,650
   Phoenix Holdings Ltd. 4 - 2023-12-31 1,830,380 $281,971,000 1,812,954
   CITIGROUP INC 89 - 2023-12-31 1,233,644 $168,898,000 258,057
   J P MORGAN CHASE & CO 747 - 2023-12-31 866,856 $118,681,000 479,618
   UBS Group AG 391 - 2023-12-31 805,999 $110,349,000 274,468
   TWO SIGMA INVESTMENTS LLC 103 - 2023-12-31 759,624 $104,000,000 759,624
   LPL FINANCIAL CORP 354 - 2023-12-31 573,808 $78,560,000 70,892
   Vanderbilt University 4 - 2024-03-31 346,516 $53,686,000 1,730
   PRICE T ROWE ASSOCIATES INC /MD/ 707 - 2023-12-31 367,785 $50,354,000 1,431
   SILVERCREST ASSET MANAGEMENT GROUP LLC 115 - 2023-12-31 312,380 $42,768,000 3,075
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 212 - 2023-12-31 293,884 $40,236,000 114,056
   ROYAL BANK OF CANADA 819 - 2023-12-31 265,118 $36,297,000 95,872
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 339 - 2024-03-31 227,037 $35,175,000 79,487
   Oakworth Capital Inc. 12 - 2024-03-31 199,724 $30,943,000 9,707
   QUANTITATIVE INVESTMENT MANAGEMENT, LLC 9 - 2023-12-31 203,088 $27,804,000 203,088
   FINANCIAL NETWORK 138 - 2023-12-31 199,925 $27,372,000 33,142
   Squarepoint Ops LLC 214 - 2023-12-31 186,866 $25,584,000 58,902
   Congress Wealth Management LLC / DE / 74 - 2024-03-31 126,599 $19,614,000 564
   CONNABLE OFFICE INC - 2024-03-31 111,699 $17,306,000 8,064
   CREDIT SUISSE/ 702 - 2023-12-31 122,746 $16,805,000 53,175
   OZ MANAGEMENT LP 32 - 2023-12-31 118,500 $16,224,000 43,500
   AMERIPRISE FINANCIAL INC 1542 - 2023-12-31 96,040 $13,080,000 46,430
   WESTWOOD HOLDINGS GROUP INC 208 - 2023-12-31 67,720 $9,272,000 67,720
   SATOVSKY ASSET MANAGEMENT LLC 10 - 2024-03-31 56,847 $8,807,000 14
   Insight Wealth Strategies LLC 21 - 2024-03-31 55,741 $8,636,000 7,835
   HITE HEDGE ASSET MANAGEMENT LLC 32 - 2023-12-31 62,997 $8,625,000 42,997
   UNITED ASSET STRATEGIES, INC. 44 - 2024-03-31 49,330 $7,643,000 4,000
   VALLEY FINANCIAL MANAGEMENT INC. 14 - 2023-06-30 49,023 $6,316,000 16,165
   HPM Partners LLC - 2023-12-31 42,175 $5,774,000 42,175
   Davidson Kempner Capital Management LP 65 - 2023-12-31 40,000 $5,476,000 35,000
   Private Advisor Group LLC - 2024-03-31 34,659 $5,370,000 5,260
   JANE STREET GROUP LLC 1443 - 2023-12-31 37,760 $5,170,000 35,021
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 247 - 2023-12-31 36,632 $5,018,000 14,414
   One + One Wealth Management LLC 16 - 2024-03-31 24,548 $3,803,000 2,138
   THEORY FINANCIAL LLC 32 - 2023-12-31 24,648 $3,375,000 956
   BB&T CORP 1008 - 2023-12-31 24,467 $3,350,000 10,697
   BECK CAPITAL MANAGEMENT LLC 31 - 2023-12-31 24,426 $3,344,000 5,147
   HIGHTOWER ADVISORS, LLC 1166 - 2023-12-31 23,322 $3,191,000 998
   Dynamic Advisors Solutions LLC 231 - 2024-03-31 20,159 $3,123,000 8,736
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 621 - 2023-09-30 20,233 $2,993,000 1,036
   Pettinga Financial Advisors LLC 31 - 2024-03-31 19,211 $2,976,000 671
   SCHMEIDLER A R & CO INC - 2024-03-31 17,513 $2,713,000 2,051
   Gladstone Institutional Advisory LLC 172 - 2023-12-31 19,683 $2,695,000 6,650
   Riggs Asset Managment Co. Inc. - 2024-03-31 16,987 $2,632,000 14,751
   LEVEL FOUR ADVISORY SERVICES LLC 167 - 2023-12-31 18,851 $2,581,000 5,295
   Laurel Wealth Advisors Inc. 100 - 2022-12-31 17,084 $2,321,000 115
   J. GOLDMAN & CO LP 116 - 2023-12-31 15,785 $2,161,000 12,415
   Guild Investment Management Inc. 15 - 2024-03-31 13,620 $2,110,000 770
   EWG Elevate Inc. 41 - 2024-03-31 13,585 $2,105,000 13,585
   GLOBAL ENDOWMENT MANAGEMENT, LP 44 - 2023-12-31 15,200 $2,081,000 3,200
   Itau Unibanco Holding S.A. 93 - 2023-12-31 12,835 $1,750,000 12,835
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1367 - 2024-03-31 10,975 $1,700,000 344
   ACCESS FINANCIAL SERVICES INC. 30 - 2024-03-31 10,698 $1,657,000 136
   TRANSAMERICA FINANCIAL ADVISORS, INC. 85 - 2023-12-31 10,454 $1,432,000 627
   Maltin Wealth Management Inc. 41 - 2024-03-31 8,971 $1,390,000 533
   MONTAG A & ASSOCIATES INC 192 - 2023-12-31 9,828 $1,346,000 673
   U.S. Capital Wealth Advisors LLC 293 - 2023-12-31 9,466 $1,296,000 279
   H D Vest Advisory Services 646 - 2023-12-31 8,907 $1,220,000 6,825
   SeaCrest Wealth Management LLC 151 - 2024-03-31 7,638 $1,183,000 324
   Perennial Investment Advisors LLC 94 - 2023-12-31 8,619 $1,180,000 76
   FNY Investment Advisers LLC 35 - 2024-03-31 7,500 $1,161,000 7,500
   Ausdal Financial Partners Inc. 161 - 2024-03-31 7,260 $1,125,000 136
   E&G Advisors LP 65 - 2024-03-31 7,150 $1,108,000 770
   Ameritas Advisory Services LLC 264 - 2023-12-31 8,141 $1,101,000 419
   Spence Asset Management 28 - 2024-03-31 6,867 $1,064,000 740
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 133 - 2024-03-31 6,804 $1,054,000 1,709
   QUANTBOT TECHNOLOGIES LLC 510 - 2023-12-31 6,935 $949,000 2,241
   MARINER WEALTH ADVISORS, LLC 1520 - 2023-12-31 6,404 $877,000 2,026
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv - 2024-03-31 5,548 $860,000 505
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1313 - 2024-03-31 5,380 $834,000 48
   Milestone Advisory Partners 30 - 2023-09-30 5,548 $821,000 562
   Holt Capital Advisors L.L.C. dba Holt Capital Part 95 - 2023-12-31 5,947 $814,000 890
   PEKIN SINGER STRAUSS ASSET MANAGEMENT - 2024-03-31 5,163 $800,000 330
   TRANSCEND WEALTH COLLECTIVE LLC - 2024-03-31 5,117 $793,000 80
   Stratos Wealth Partners LTD. 719 - 2024-03-31 5,065 $785,000 3,029
   PERSONAL CFO SOLUTIONS LLC 173 - 2023-12-31 5,043 $691,000 184
   Gainplan LLC 27 - 2024-03-31 4,449 $689,000 293
   SALEM INVESTMENT COUNSELORS INC 228 - 2024-03-31 4,445 $689,000 650
   HOLLENCREST SECURITIES LLC - 2024-03-31 3,775 $585,000 2
   US BANCORP 1401 - 2023-12-31 4,245 $581,000 4,163
   Merit Financial Group LLC 470 - 2023-12-31 3,986 $546,000 209
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 98 - 2023-12-31 3,825 $524,000 3,825
   InterOcean Capital Group LLC 276 - 2023-12-31 3,808 $521,000 86
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 3,140 $486,000 317
   ERn Financial LLC 138 - 2024-03-31 3,084 $478,000 79
   PRUDENTIAL FINANCIAL INC 2153 - 2023-12-31 3,458 $473,000 3,458
   CARY STREET PARTNERS ASSET MANAGEMENT LLC - 2024-03-31 3,015 $467,000 317
   KWB Wealth 82 - 2024-03-31 2,873 $445,000 441
   FINANCIAL MANAGEMENT NETWORK INC 116 - 2024-03-31 2,385 $379,000 2,385
   BAKER AVENUE ASSET MANAGEMENT, LP 287 - 2023-12-31 2,602 $356,000 2,569
   Mirador Capital Partners LP 150 - 2024-03-31 2,123 $329,000 2,123
   DORCHESTER WEALTH MANAGEMENT Co 131 - 2024-03-31 2,050 $318,000 450
   Equitable Holdings Inc. 927 - 2023-12-31 2,275 $311,000 203
   Tyche Wealth Partners LLC 218 - 2024-03-31 1,721 $267,000 34
   Fermata Advisors LLC 178 - 2024-03-31 1,670 $259,000 183
   Sterling Investment Counsel LLC 138 - 2024-03-31 1,651 $256,000 1,651
   IHT Wealth Management LLC 837 - 2023-12-31 1,805 $247,000 40
   Wealth Alliance 444 - 2023-12-31 1,751 $240,000 13
   SANDERS MORRIS HARRIS INC/FA 230 - 2024-03-31 1,500 $232,000 1,500
   HARRELL INVESTMENT PARTNERS LLC - 2023-12-31 1,645 $225,000 12
  100 Records found
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