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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
   BESSEMER GROUP INC 152 - 2023-12-31 652,303 $89,307,000 0
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 67 - 2023-12-31 500,000 $68,455,000 0
   Claar Advisors LLC 11 - 2023-12-31 68,150 $9,330,000 0
   SOUTHEAST ASSET ADVISORS INC. 15 - 2023-12-31 53,140 $7,275,000 0
   Alaska Permanent Fund Corp 92 - 2024-03-31 44,485 $6,892,000 0
   EARNEST PARTNERS LLC 206 - 2023-12-31 40,094 $5,489,000 0
   BOTTY INVESTORS LLC 13 - 2023-12-31 27,333 $3,742,000 0
   WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC 52 - 2024-03-31 15,550 $2,409,000 0
   Abacus Planning Group Inc. 38 - 2024-03-31 12,180 $1,887,000 0
   Rye Brook Capital LLC 20 - 2024-03-31 8,500 $1,317,000 0
   Bienville Capital Management LLC 42 - 2023-12-31 6,931 $949,000 0
   Hara Capital LLC 40 - 2024-03-31 6,000 $930,000 0
   CALAMOS WEALTH MANAGEMENT LLC 138 - 2023-12-31 6,600 $904,000 0
   Fielder Capital Group LLC 50 - 2024-03-31 5,098 $790,000 0
   MERIDIAN INVESTMENT COUNSEL INC. 94 - 2023-12-31 5,470 $749,000 0
   Bridgeworth LLC - 2023-12-31 5,143 $704,000 0
   Parkside Investments LLC 72 - 2024-03-31 3,775 $585,000 0
   NEUBERGER BERMAN GROUP LLC 1437 - 2023-12-31 4,011 $549,000 0
   Bellevue Group AG 134 - 2023-12-31 3,900 $534,000 0
   WHITTIER TRUST CO - 2024-03-31 3,385 $524,000 0
   HBW Advisory Services LLC 181 - 2024-03-31 3,692 $505,000 0
   Sage Capital Advisorsllc 107 - 2024-03-31 2,250 $349,000 0
   WATERS PARKERSON & CO INC 142 - 2023-12-31 2,500 $342,000 0
   Parallel Advisors LLC 621 - 2023-12-31 2,358 $323,000 0
   FIDUCIARY COUNSELLING INC - 2024-03-31 2,022 $313,000 0
   Crestmont Private Wealth LLC 49 - 2024-03-31 1,977 $306,000 0
   WEALTHSOURCE PARTNERS LLC 407 - 2023-12-31 2,228 $305,000 0
   Walkner Condon Financial Advisors LLC 213 - 2024-03-31 1,960 $304,000 0
   Sea Otter Advisors LLC 51 - 2023-12-31 2,200 $301,000 0
   Grey Street Capital LLC 103 - 2023-12-31 2,188 $300,000 0
   HARBOR INVESTMENT ADVISORY LLC 282 - 2024-03-31 1,900 $294,000 0
   STEPHENS INC /AR/ 947 - 2023-12-31 2,102 $288,000 0
   Black Maple Capital Management LP 63 - 2023-12-31 2,000 $274,000 0
   ARMSTRONG ADVISORY GROUP INC 151 - 2024-03-31 1,958 $268,000 0
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 1,670 $259,000 0
   INSIGNEO ADVISORY SERVICES LLC 375 - 2023-12-31 1,830 $251,000 0
   Insight Advisors LLC/ PA - 2023-12-31 1,767 $242,000 0
   SOL CAPITAL MANAGEMENT CO 284 - 2024-03-31 1,506 $233,000 0
   SFMG, LLC 219 - 2023-12-31 1,670 $229,000 0
   Atom Investors LP 393 - 2023-12-31 1,612 $221,000 0
   IEQ CAPITAL LLC 817 - 2023-12-31 1,589 $218,000 0
   CLIENT 1ST ADVISORY GROUP LLC 100 - 2023-12-31 1,569 $215,000 0
   GLENMEDE TRUST CO NA 1154 - 2023-12-31 1,413 $193,000 0
   DAIWA SECURITIES GROUP INC. 974 - 2024-03-31 1,225 $190,000 0
   PROEQUITIES INC. - 2024-03-31 1,190 $184,000 0
   FIFTH THIRD BANCORP 1074 - 2024-03-31 801 $124,000 0
   Harel Insurance Investments & Financial Services L - 2024-03-31 700 $107,000 0
   TD Waterhouse Canada Inc. 805 - 2023-12-31 754 $102,000 0
   Avondale Wealth Management 64 - 2024-03-31 616 $95,000 0
   ANCORA ADVISORS, LLC 785 - 2023-12-31 600 $82,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. - 2024-03-31 410 $64,000 0
   Capital Investment Advisory Services LLC 643 - 2024-03-31 349 $54,000 0
   Provident Wealth Management LLC 84 - 2024-03-31 330 $51,000 0
   BALDWIN BROTHERS INC/MA 376 - 2024-03-31 300 $46,000 0
   Founders Capital Management 158 - 2024-03-31 252 $39,000 0
   PIN OAK INVESTMENT ADVISORS INC 193 - 2023-12-31 271 $37,000 0
   Your Advocates Ltd. LLP 70 - 2024-03-31 222 $34,000 0
   Hartland & Co. LLC 828 - 2023-12-31 246 $34,000 0
   Westside Investment Management Inc. 413 - 2024-03-31 200 $31,000 0
   Centerpoint Advisors LLC 213 - 2024-03-31 175 $27,000 0
   NATIXIS 845 - 2023-12-31 174 $24,000 0
   Householder Group Estate & Retirement Specialist L - 2024-03-31 150 $23,000 0
   Transcendent Capital Group LLC 210 - 2024-03-31 155 $21,000 0
   ZBN.A. 525 - 2023-12-31 150 $21,000 0
   SMITHFIELD TRUST CO 703 - 2023-12-31 145 $20,000 0
   Stonehage Fleming Financial Services Holdings Ltd 204 - 2023-12-31 132 $18,000 0
   Archer Investment Corp 531 - 2023-12-31 121 $17,000 0
   Slocum Gordon & Co LLP - 2024-03-31 112 $17,000 0
   Castleview Partners LLC 460 - 2023-12-31 108 $15,000 0
   OPTIMUM INVESTMENT ADVISORS 484 - 2024-03-31 100 $15,000 0
   Global Wealth Strategies & Associates 149 - 2024-03-31 100 $15,000 0
   BDO Wealth Advisors LLC 663 - 2023-06-30 100 $13,000 0
   Norwood Financial Corp 230 - 2024-03-31 82 $13,000 0
   EverSource Wealth Advisors LLC 1549 - 2023-12-31 74 $10,000 0
   KISTLERTIFFANY COMPANIES, LLC 706 - 2023-06-30 76 $10,000 0
   MEADOWBROOK INVESTMENT ADVISORS LLC 242 - 2024-03-31 62 $10,000 0
   Retirement Group LLC - 2024-03-31 49 $8,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 50 $8,000 0
   Naples Money Management LLC 218 - 2024-03-31 50 $8,000 0
   FTB Advisors Inc. 1772 - 2024-03-31 36 $6,000 0
   Coastal Capital Group Inc. 434 - 2023-06-30 37 $5,000 0
   Pacific Center for Financial Services 309 - 2023-12-31 37 $5,000 0
   Impact Partnership Wealth LLC 672 - 2023-12-31 12 $2,000 0
   Investors Research Corp 943 - 2023-12-31 18 $2,000 0
   MTM Investment Management LLC 279 - 2024-03-31 10 $2,000 0
   TOTH FINANCIAL ADVISORY CORP 608 - 2024-03-31 15 $2,000 0
   Beacon Capital Management LLC 863 - 2023-12-31 6 $1,000 0
   SANDY SPRING BANK - 2023-12-31 5 $1,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 1051 - 2022-12-31 1 $0 0
   HUNTINGTON NATIONAL BANK - 2024-03-31 1 $0 0
   PARALLAX VOLATILITY ADVISERS, LLC 676 - 2023-12-31 1 $0 0
   Nemes Rush Group LLC 688 - 2023-12-31 3 $0 0
  92 Records found
  1    
  Page 1 of 1
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