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
PWM
326
Provident Wealth Management
Tennessee
$45.2K
VF
327
VitalStone Financial
Texas
$44K +$11.3K +80 +33%
AP
328
Advisors Preferred
Maryland
$43.7K -$63.7K -453 -59%
SWM
329
Spire Wealth Management
Virginia
$43.2K -$161K -1,142 -77%
NFSG
330
Newbridge Financial Services Group
Florida
$42.8K
BWP
331
Baldwin Wealth Partners
Massachusetts
$41.1K
CLOS
332
Compagnie Lombard Odier SCmA
Switzerland
$41.1K
ASN
333
Advisory Services Network
Georgia
$38.1K +$39.1K +278 New
ACA
334
Aptus Capital Advisors
Alabama
$37.5K +$1.69K +12 +5%
POIA
335
Pin Oak Investment Advisors
Texas
$37K
RIL
336
Rothschild Investment LLC
Illinois
$34.6K +$35.6K +253 New
FCMT
337
Founders Capital Management (Texas)
Texas
$34.5K
OSAM
338
O'Shaughnessy Asset Management
Connecticut
$34.1K +$35K +249 New
CA
339
Clearstead Advisors
Ohio
$33.7K -$34.6K -246 -50%
BNP Paribas Financial Markets
340
BNP Paribas Financial Markets
France
$30.9K +$31.8K +226 New
CAM
341
Creekmur Asset Management
Illinois
$30.9K +$31.8K +226 New
YAL
342
Your Advocates Ltd
Texas
$30.4K
SIS
343
Strategic Investment Solutions
Illinois
$27.4K -$1.74M -12,400 -98%
WIM
344
Westside Investment Management
California
$27.4K
CA
345
Centerpoint Advisors
Massachusetts
$24K
N
346
Natixis
France
$23.8K
EWP
347
Elevation Wealth Partners
California
$22.2K +$21.1K +150 New
TCG
348
Transcendent Capital Group
Oklahoma
$21.2K +$21.8K +155 New
William Blair & Company
349
William Blair & Company
Illinois
$20.6K +$141 +1 +0.7%
ZB
350
Zions Bancorporation
Utah
$20.5K

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.