Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Series Trust (XOP)

427 + 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
↑ +94
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — XOP

Based on 428 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XOP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
428 hedge funds hold XOP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

242 buying156 selling
Last quarter: 242 funds were net buyers (131 opened a brand new position + 111 added to an existing one). Only 156 were sellers (119 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+82 vs last Q)

new funds entering per quarter
Funds opening a new XOP position: 55 → 52 → 49 → 131. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 23% medium ■ 22% new
234 out of 428 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.
💰

Value +60% but shares only +12% — price-driven

Value
+60%
Shares
+12%
Last quarter: the total dollar value of institutional holdings rose +60%, but actual share count only changed +12%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

58 → 55 → 52 → 49 → 131 new funds/Q
New funds entering each quarter: 55 → 52 → 49 → 131. 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 — 65% veterans vs 23% newcomers

■ 65% veterans ■ 11% 1-2yr ■ 23% new
Entry-cohort mix of 475 holders: 311 (65%) are 2+ year veterans, 53 entered 1–2 years ago, and 111 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
28 of 404 holders are among the 100 largest funds by AUM, controlling 63% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q1, 242 hedge funds were net buyers of XOP (131 opened a new position, 111 added to an existing one), while 156 reduced or exited (119 trimmed, 37 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 63% of total institutional value in XOP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +94 funds (more new holders than closures). Total institutional holders: 428.

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

-- --

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

Is It Too Late to Buy Spdr Series Trust (XOP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XOP has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
XOP
-13.6%
SPY
+15.9%

XOP outperformed SPY by -29.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
XOP
-9.7%
SPY
+2.0%

Since the filing became public, XOP outperformed SPY by -11.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 6 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: XOP
427 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 427 334 27.84%
13F Shares 60M 53M 12.3%
Total Value $10.80B $6.75B 60.01%
New Positions 130 49 +81
Increased Positions 101 89 +12
Closed Positions 37 68 -31
Reduced Positions 108 116 -8
Total Calls 25 21 19.05%
Total Puts 45 36 25.0%
PUT/CALL Ratio 1.8 1.71 Bearish

Statistics: XOP

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

427 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Massar Capital Management, LP 19.46% 1,000,000 $181.8M
2 Cadence Wealth Management LLC 15.70% 206,991 $37.6M
3 Vanderbilt University 10.63% 307,925 $56.0M
4 Monolith Management Ltd 10.41% 190,000 $34.5M
5 Encompass Capital Advisors LLC 7.57% 1,390,000 $252.7M
6 ARP Global Capital Ltd 6.50% 60,800 $11.1M
7 Madrid Financial Services 5.85% 54,494 $9.9M
8 Deane Retirement Strategies, Inc. 5.85% 79,861 $14.5M
9 Stapp Wealth Management, Pllc 5.28% 22,738 $4.1M
10 Mirae Asset Securities (usa) INC. 4.34% 650,000 $118.2M
11 SoftVest Advisors, LLC 3.75% 180,000 $32.7M
12 Caz Investments LP 3.19% 15,000 $2.7M
13 Oaktree Capital Management LP 2.89% 1,000,000 $181.8M
14 Abbington Investment Group 2.75% 25,993 $4.7M
15 Sig Brokerage, LP 2.45% 511,000 $92.9M
16 Credit Industriel Et Commercial 2.44% 172,500 $31.4M
17 Soros Fund Management LLC 2.39% 1,196,900 $217.6M
18 Volterra Technologies LP 2.38% 107,800 $19.6M
19 Nikulski Financial, Inc. 2.08% 46,345 $8.4M
20 Chicago Wealth Management, Inc. 2.06% 28,368 $5.2M
21 MYDA Advisors LLC 2.03% 68,000 $12.4M
22 Satovsky Asset Management LLC 1.96% 61,023 $11.1M
23 Westview Management dba Westview Investment Advisors 1.94% 20,534 $3.7M
24 Encore Global Management, LP 1.90% 15,000 $2.7M
25 Modus Advisors, LLC 1.83% 36,623 $6.7M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XOP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XOP?

More buyers than sellers — 61% buying: Last quarter: 242 funds were net buyers (131 opened a brand new position + 111 added to an existing one). Only 156 were sellers (119 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XOP holders?

Elite ownership — 63% AUM from top-100 funds: 28 of 404 holders are among the 100 largest funds by AUM, controlling 63% 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?

55% of holders stayed for 2+ years: 234 out of 428 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.

Is it too late to buy Spdr Series Trust (XOP) following the 2026 Q1 hedge fund 13F filings?

As of today, XOP has moved -9.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -11.7%. Since the quarter end (March 31, 2026), XOP has gained -13.6% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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