Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (XOP)

381 + Investors. Track Smart Money conviction in XOP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -31
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — XOP

Based on 397 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their XOP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
397 funds currently hold this stock — 93% of the 3.0-year high of 428 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 1 quarters from the low — a sharp move.
🟠

More sellers than buyers — 44% buying

187 buying237 selling
Last quarter: 237 funds reduced or exited vs 187 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-58 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 52 → 49 → 131 → 73. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new
231 out of 397 hedge funds have held XOP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

56 → 52 → 49 → 131 → 73 new funds/Q
New funds entering each quarter: 52 → 49 → 131 → 73. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 66% veterans vs 22% newcomers

■ 66% veterans ■ 12% 1-2yr ■ 22% new
Entry-cohort mix of 441 holders: 291 (66%) are 2+ year veterans, 51 entered 1–2 years ago, and 99 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
34 of 387 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in XOP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — XOP

In 2026 Q2, 187 hedge funds were net buyers of XOP (73 opened a new position, 114 added to an existing one), while 237 reduced or exited (133 trimmed, 104 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 68% of total institutional value in XOP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -31 funds (more exits than new entries). Total institutional holders: 397.

Hedge Fund Ownership: XOP

How many hedge funds hold XOP — quarterly history vs. share price
Quarterly hedge fund ownership of XOP vs. share price

Market Analysis: XOP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XOP

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 5 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: XOP
381 + Investors

Track Smart Money conviction in XOP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 381 428 -10.98%
13F Shares 42M 60M -29.98%
Total Value $6.05B $10.80B -43.97%
New Positions 71 131 -60
Increased Positions 100 101 -1
Closed Positions 108 38 +70
Reduced Positions 121 108 +13
Total Calls 20 25 -20.0%
Total Puts 32 45 -28.89%
PUT/CALL Ratio 1.6 1.8 Bearish

Statistics: XOP

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Institutional Holders (2026 Q2)

381 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XOP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 XOP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vanderbilt University 15.46% 730,070 $112.6M
2 Cadence Wealth Management LLC 14.55% 210,558 $32.5M
3 Stapp Wealth Management, Pllc 4.72% 23,425 $3.6M
4 Corecam Pte. Ltd. 3.21% 54,918 $8.5M
5 Corecam AG 3.07% 23,300 $3.6M
6 SoftVest Advisors, LLC 3.01% 180,000 $27.8M
7 Financial Sense Advisors, Inc. 2.72% 89,716 $13.8M
8 Volterra Technologies LP 2.52% 113,600 $17.5M
9 Caz Investments LP 2.41% 15,000 $2.3M
10 Maytus Capital Management, LLC 2.19% 90,450 $14.0M
11 Abbington Investment Group 2.19% 22,283 $3.4M
12 Volterra Technologies LP 2.05% 92,500 $14.3M
13 Emmett Investment Management, LP 1.68% 15,550 $2.4M
14 Nikulski Financial, Inc. 1.56% 46,861 $7.2M
15 Satovsky Asset Management LLC 1.50% 60,856 $9.4M
16 Mh & Associates Securities Management Corp /Adv 1.43% 10,308 $1.6M
17 Modus Advisors, LLC 1.35% 35,354 $5.5M
18 Pickering Energy Partners LP 1.29% 3,000 $463K
19 Anson Capital, Inc. 1.23% 12,258 $1.9M
20 One Plus One Wealth Management, LLC 1.23% 18,439 $2.8M
21 Fourpath Capital Management, LLC 1.09% 53,669 $8.3M
22 Skylands Capital, LLC 0.83% 43,885 $6.8M
23 ArchPoint Investors 0.81% 24,933 $3.8M
24 Credit Industriel Et Commercial 0.79% 80,000 $12.3M
25 Acima Private Wealth, LLC 0.78% 17,313 $2.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Spdr Series Trust (XOP)

What does the Smart Money Trend signal show for XOP?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their XOP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for XOP?

More sellers than buyers — 44% buying: Last quarter: 237 funds reduced or exited vs 187 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XOP holders?

Elite ownership — 68% AUM from top-100 funds: 34 of 387 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in XOP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XOP?

58% of holders stayed for 2+ years: 231 out of 397 hedge funds have held XOP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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