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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
PS
301
Principal Securities
Iowa
$133K +$137K +975 New
WT
302
Washington Trust
Rhode Island
$118K +$66.1K +470 +121%
SFC
303
SYM Financial Corp
Indiana
$117K +$985 +7 +0.8%
LWA
304
Lowe Wealth Advisors
Maryland
$113K +$16.2K +115 +16%
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$110K
TWC
306
TD Waterhouse Canada
Ontario, Canada
$102K
AF
307
Allworth Financial
California
$102K +$93.8K +667 +855%
NS
308
NBC Securities
Alabama
$98K -$563 -4 -0.6%
HIIFS
309
Harel Insurance Investments & Financial Services
Israel
$98K
FWM
310
FSA Wealth Management
Massachusetts
$96K +$98.4K +699 New
CC
311
Centiva Capital
New York
$91.2K +$93.7K +666 New
Credit Agricole
312
Credit Agricole
France
$87.8K -$13.2K -94 -13%
AWM
313
Avondale Wealth Management
Texas
$84.3K
AA
314
Ancora Advisors
Ohio
$82.1K
FFA
315
Fairfield Financial Advisors
Massachusetts
$77K -$5.07K -36 -6%
PTC
316
Private Trust Company
Ohio
$70.2K -$127K -901 -64%
EWM
317
EPG Wealth Management
Georgia
$66.5K +$21.1K +150 +43%
TRCT
318
Tower Research Capital (TRC)
New York
$64.8K -$650K -4,621 -91%
KI
319
Kapitalo Investimentos
Brazil
$61.2K -$337K -2,393 -84%
Fidelity Investments
320
Fidelity Investments
Massachusetts
$59.8K +$38K +270 +162%
NSIM
321
North Star Investment Management
Illinois
$56.1K
CWC
322
Carolinas Wealth Consulting
North Carolina
$53.1K +$281 +2 +0.5%
GWSG
323
GPS Wealth Strategies Group
Colorado
$49.3K +$14.1K +100 +38%
CIAS
324
Capital Investment Advisory Services
North Carolina
$47.8K -$1.13K -8 -2%
LFG
325
Larson Financial Group
Missouri
$46.4K +$34.3K +244 +257%

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.