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
CWA
76
Continuum Wealth Advisors
New York
$4.17M -$93.7K -666 -2%
PAG
77
Private Advisor Group
New Jersey
$4.03M -$391K -2,781 -9%
Twin Tree Management
78
Twin Tree Management
Texas
$4.02M -$28.4M -202,165 -87%
Capstone Investment Advisors
79
Capstone Investment Advisors
New York
$3.99M +$3.67M +26,114 +853%
Fisher Asset Management
80
Fisher Asset Management
Washington
$3.92M -$1.2M -8,515 -23%
CAM
81
Crestone Asset Management
Colorado
$3.92M -$436K -3,096 -10%
CM
82
Castleark Management
Illinois
$3.88M -$18.6M -132,000 -82%
AI
83
ArchPoint Investors
Florida
$3.74M
BCM
84
Brookstone Capital Management
Illinois
$3.41M -$850K -6,043 -20%
TF
85
Theory Financial
Colorado
$3.37M +$135K +956 +4%
Truist Financial
86
Truist Financial
North Carolina
$3.35M +$1.51M +10,697 +78%
BCM
87
Beck Capital Management
Texas
$3.34M +$724K +5,147 +27%
CWM
88
CIBC World Markets
New York
$3.34M +$3.43M +24,368 New
HighTower Advisors
89
HighTower Advisors
Illinois
$3.19M +$140K +998 +4%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$3.16M -$30.2M -214,642 -90%
OPOWM
91
One Plus One Wealth Management
Florida
$3.07M +$12K +85 +0.4%
SWM
92
Shelton Wealth Management
Texas
$3.05M -$1.1M -7,841 -26%
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$2.71M -$6.46M -45,882 -70%
GIA
94
Gladstone Institutional Advisory
Florida
$2.69M +$936K +6,650 +51%
AMI
95
Amica Mutual Insurance
Rhode Island
$2.68M +$2.76M +19,606 New
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$2.68M +$2.76M +19,600 New
LFAS
97
Level Four Advisory Services
Texas
$2.58M +$745K +5,295 +39%
PFA
98
Pettinga Financial Advisors
Indiana
$2.54M +$257K +1,827 +11%
AWA
99
Acorn Wealth Advisors
Michigan
$2.5M -$163K -1,156 -6%
APW
100
Acima Private Wealth
Virginia
$2.46M -$784K -5,572 -24%

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.