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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
VAS
201
Valicenti Advisory Services
New York
$551K +$566K +4,025 New
Neuberger Berman Group
202
Neuberger Berman Group
New York
$549K
CMANY
203
Capital Management Associates (New York)
New York
$548K
MFG
204
Merit Financial Group
Georgia
$546K +$29.4K +209 +6%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$537K +$178K +1,264 +48%
BG
206
Bellevue Group
Switzerland
$534K
PIWA
207
Prevail Innovative Wealth Advisors
Kansas
$524K +$538K +3,825 New
PMG
208
ProVise Management Group
Florida
$522K -$14.2K -101 -3%
ICG
209
InterOcean Capital Group
Tennessee
$521K +$12.1K +86 +2%
SIC
210
Salem Investment Counselors
North Carolina
$520K
PI
211
Parkside Investments
Illinois
$517K +$531K +3,775 New
HCM
212
Hollencrest Capital Management
California
$517K +$281 +2 +0.1%
OWA
213
Octavia Wealth Advisors
Ohio
$517K -$116K -825 -18%
HAS
214
HBW Advisory Services
California
$505K -$37.6K -267 -7%
CWMGP
215
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$502K -$192K -1,364 -27%
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$498K -$17K -121 -3%
WAG
217
Windsor Advisory Group
Ohio
$493K +$507K +3,601 New
KCFA
218
Key Client Fiduciary Advisors
New Jersey
$493K -$42.2K -300 -8%
Prudential Financial
219
Prudential Financial
New Jersey
$473K +$487K +3,458 New
CW
220
Connectus Wealth
Ohio
$472K -$39.4K -280 -8%
ACM
221
Alpha Capital Management
Texas
$470K +$483K +3,435 New
AA
222
Advisory Alpha
Michigan
$468K -$195K -1,387 -29%
Comerica Bank
223
Comerica Bank
Texas
$468K -$38.7K -275 -7%
NFG
224
Nations Financial Group
Iowa
$467K -$43.9K -312 -8%
WT
225
Whittier Trust
California
$463K

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.