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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
HGERS
351
Householder Group Estate & Retirement Specialist
Arizona
$20K -$21.1K -150 -50%
ST
352
Smithfield Trust
Pennsylvania
$20K
DF
353
Dunhill Financial
United Kingdom
$19.2K +$19.7K +140 New
IGWM
354
ICA Group Wealth Management
Colorado
$19.2K +$19.7K +140 New
SFFS
355
Stonehage Fleming Financial Services
Jersey
$18.1K
LA
356
LM Advisors
California
$17.1K +$17.6K +125 New
AIC
357
Archer Investment Corporation
Indiana
$16.6K
SGC
358
Slocum, Gordon & Co
Rhode Island
$15.3K
CP
359
Castleview Partners
Texas
$14.8K
PA
360
Pineridge Advisors
Missouri
$14.6K +$14.9K +106 New
GWSA
361
Global Wealth Strategies & Associates
Colorado
$13.7K
MPWT
362
MassMutual Private Wealth & Trust
Connecticut
$13.7K
OIA
363
Optimum Investment Advisors
Illinois
$13.7K
AEPWM
364
Atlantic Edge Private Wealth Management
Florida
$13.7K +$14.1K +100 New
UIA
365
Ulland Investment Advisors
Minnesota
$12K -$3.24K -23 -21%
CT
366
Caldwell Trust
Florida
$11.2K
NF
367
Norwood Financial
Pennsylvania
$11.2K
EWA
368
EverSource Wealth Advisors
Alabama
$10.1K
CAS
369
Coppell Advisory Solutions
Texas
$9.86K -$11.8K -84 -54%
BL
370
Balentine LLC
Georgia
$9.31K +$9.57K +68 New
MIA
371
MeadowBrook Investment Advisors
Michigan
$8.49K +$8.72K +62 New
ASBI
372
American State Bank (Iowa)
Iowa
$6.85K
CFD
373
Creative Financial Designs
Indiana
$6.85K
SC
374
Stephens Consulting
Michigan
$6.85K
NMM
375
Naples Money Management
Florida
$6.85K +$7.04K +50 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.