Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (XOP)

360 + 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
↓ -20
Streak
4Q ▼
Buyers last Q
44%

Smart Money Signals — XOP

Based on 324 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, 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 — 82% of 3.0Y peak

82% of all-time peak
324 funds currently hold this stock — 82% of the 3.0-year high of 394 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
52 fewer hedge funds hold XOP compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

150 buying191 selling
Last quarter: 191 funds reduced or exited vs 150 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.
➡️

Steady new buyers — ~47 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 57 → 55 → 50 → 47. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 21% medium ■ 15% new
209 out of 324 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.
💎

Buying through price weakness — shares -1%, value -80%

Value
-79%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -80%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~47 new funds/quarter

75 → 57 → 55 → 50 → 47 new funds/Q
New funds entering each quarter: 57 → 55 → 50 → 47. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Of 360 current holders: 258 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
21 of 324 holders are among the 100 largest funds by AUM, controlling 42% 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.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 5 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: XOP
2026 Q1 Stats Unlock in 22 days 360 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 360 390 -7.69%
13F Shares 53M 54M -0.67%
Total Value $6.72B $33.38B -79.86%
New Positions 48 53 -5
Increased Positions 154 163 -9
Closed Positions 74 61 +13
Reduced Positions 168 196 -28
Total Calls 21 28 -25.0%
Total Puts 35 38 -7.89%
PUT/CALL Ratio 1.67 1.36 Bearish

Statistics: XOP

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

360 + investors

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

Top 25 institutional holders of XOP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vanderbilt University 10.63% 307,925 $56.0M
2 Deane Retirement Strategies, Inc. 5.85% 79,861 $14.5M
3 STAPP WEALTH MANAGEMENT, PLLC 5.28% 22,738 $4.1M
4 ABBINGTON INVESTMENT GROUP 2.75% 25,993 $4.7M
5 Investment Planning Advisors, Inc. 1.42% 28,402 $5.2M
6 ONE PLUS ONE WEALTH MANAGEMENT, LLC 1.42% 18,530 $3.4M
7 Skylands Capital, LLC 1.09% 45,585 $8.3M
8 Gainplan LLC 1.02% 7,449 $1.4M
9 ACIMA PRIVATE WEALTH, LLC 0.99% 17,313 $3.1M
10 HERITAGE OAK WEALTH ADVISORS LLC 0.70% 12,089 $2.2M
11 Heritage Wealth Management, Inc. 0.57% 6,315 $1.1M
12 RoundAngle Advisors LLC 0.49% 3,624 $659K
13 Rockingstone Advisors LLC 0.49% 5,870 $1.1M
14 Ground Swell Capital, LLC 0.49% 1,356 $247K
15 ACCESS FINANCIAL SERVICES, INC. 0.46% 7,209 $1.3M
16 Bank Pictet & Cie (Europe) AG 0.43% 111,000 $20.2M
17 RFG HOLDINGS, INC. 0.40% 8,742 $1.6M
18 ARMSTRONG ADVISORY GROUP, INC 0.36% 29,656 $5.4M
19 VICUS CAPITAL 0.32% 23,610 $4.3M
20 Pettinga Financial Advisors LLC 0.31% 9,173 $1.7M
21 E&G Advisors, LP 0.30% 7,350 $1.3M
22 Corecam Pte. Ltd. 0.28% 3,558 $647K
23 Massachusetts Wealth Management 0.28% 3,530 $642K
24 Krilogy Financial LLC 0.28% 51,000 $8.6M
25 IFC & Insurance Marketing, Inc. 0.24% 1,275 $232K
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 — 4 quarters in a row: For 4 consecutive quarters, 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: 191 funds reduced or exited vs 150 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 — 42% AUM from top-100 funds: 21 of 324 holders are among the 100 largest funds by AUM, controlling 42% 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?

65% of holders stayed for 2+ years: 209 out of 324 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.