We are live on ! Find out more
XOP icon

State Street SPDR S&P Oil & Gas Exploration & Production ETF

394 hedge funds and large institutions have $3.73B invested in State Street SPDR S&P Oil & Gas Exploration & Production ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 84 increasing their positions, 139 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.99% more ownership

Funds ownership: 97.7%100.7% (+3%)

6% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 77

4% more capital invested

Capital invested by funds: $3.6B → $3.73B (+$130M)

1% more funds holding

Funds holding: 391394 (+3)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

40% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 139

48% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $2.14B

Holders
394
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
5.74%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.15%
New
82
Increased
84
Reduced
139
Closed
77
Calls
$1.12B
Puts
$2.14B
Net Calls
-$1.03B
Net Calls Change
+$239M
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
226
Lake Street Advisors Group
New Hampshire
$446K +$458K +3,258 New
WPW
227
Waldron Private Wealth
Pennsylvania
$445K -$62.6K -445 -12%
Creative Planning
228
Creative Planning
Kansas
$435K -$117K -829 -21%
PCP
229
Proficio Capital Partners
Massachusetts
$422K
IA
230
IFG Advisory
Georgia
$410K -$33.3K -237 -7%
FFN
231
Focus Financial Network
Minnesota
$405K +$1.97K +14 +0.5%
CSPIA
232
Cary Street Partners Investment Advisory
Virginia
$386K +$321K +2,284 +424%
EFL
233
ERn Financial LLC
Wisconsin
$385K +$24.8K +176 +6%
BRWA
234
B. Riley Wealth Advisors
Florida
$376K -$6.19K -44 -2%
SPIA
235
Steward Partners Investment Advisory
New York
$372K -$4.92K -35 -1%
CSPAM
236
Cary Street Partners Asset Management
Virginia
$369K +$380K +2,698 New
IA
237
IFP Advisors
Florida
$368K -$1.45M -10,299 -79%
BAAM
238
Baker Avenue Asset Management
California
$356K +$361K +2,569 +7,785%
FWCM
239
Ferguson Wellman Capital Management
Oregon
$355K -$132K -940 -27%
SF
240
Summit Financial
New Jersey
$354K -$267K -1,895 -42%
SP
241
Successful Portfolios
Florida
$344K
WJA
242
Willis Johnson & Associates
Texas
$343K +$352K +2,502 New
WPC
243
Waters Parkerson & Co
Louisiana
$342K
CIA
244
Cladis Investment Advisory
Montana
$339K -$14.1K -100 -4%
KW
245
KWB Wealth
California
$333K +$342K +2,432 New
FFA
246
Founders Financial Alliance
North Carolina
$331K -$3.66K -26 -1%
GEA
247
Glen Eagle Advisors
New Jersey
$328K -$19.1K -136 -5%
PA
248
Parallel Advisors
California
$323K
FC
249
FCA Corp
Texas
$314K +$323K +2,294 New
DS
250
DRW Securities
Illinois
$314K +$322K +2,290 New

XOP Hedge Fund Activity: Q4 2023 in Review

394 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) for Q4 2023, worth a combined $3.73B — up 3.6% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new XOP positions and 77 closed out — a net gain of 5 holders — while 84 added to existing stakes and 139 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $299M. The largest seller was Bank of America, cutting an estimated $129M.

  • 394 institutional investors held State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) as of Q4 2023, up from 391 in Q3 2023.
  • Funds reported $3.73B of State Street SPDR S&P Oil & Gas Exploration & Production ETF stock for Q4 2023, up 3.6% quarter-over-quarter.
  • 82 funds opened new State Street SPDR S&P Oil & Gas Exploration & Production ETF positions in Q4 2023 and 77 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF buyer in Q4 2023 was Goldman Sachs, an estimated $299M added.
  • The largest State Street SPDR S&P Oil & Gas Exploration & Production ETF seller in Q4 2023 was Bank of America, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2023.