XOP — SPDR SER TR

Ownership history in EWG Elevate Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in SPDR SER TR (XOP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.86% (2021 Q2)
Avg. % of fund
2.37%
First filed
2020 Q2
Last filed
2025 Q2
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 14,363 +778 +5.7% 0.56% $1.8M $124.04
2024 Q1 REDUCED 13,585 -3,919 -22.4% 0.80% $2.1M $148.26
2023 Q3 ADDED 17,504 +17,280 +7714.3% 1.17% $2.6M $139.75
2022 Q4 REDUCED 224 -126,421 -99.8% 0.02% $30K $125.86
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XOP price (monthly, adj. close)

Other funds also holding XOP

As of 2025 Q4 — sorted by position size

Cadence Wealth Management LLC 3Y 14.38% SOROS FUND MANAGEMENT LLC 3Y 7Y 4.81% Lombard Odier Asset Management (USA) Corp 3Y 7Y 4.69% CAZ INVESTMENTS LP 3Y 7Y 3.28% ARP Global Capital Ltd 2.9% MIRABELLA FINANCIAL SERVICES LLP 3Y 2.35% SoftVest Advisors, LLC 3Y 2.3% MIRAE ASSET SECURITIES (USA) INC. 2.26% SATOVSKY ASSET MANAGEMENT LLC 3Y 1.49% PING CAPITAL MANAGEMENT, INC. 1.45%
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