Institutional Ownership Spdr Ser Tr Spdr S&P Oil & Gas (XES)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Oil & Gas (XES). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 843,269 shares, which have been reported (via 13F filing form) to have a value of $50.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
169,402
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
Added 349.82%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
85,627
shares
|
$5.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
61,979
shares
|
$3.72 Million
3.22% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
53,720
shares
|
$3.22 Million
0.0% of portfolio
|
Q1 2025
Added 68.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
51,772
shares
|
$3.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
50,001
shares
|
$3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
49,328
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2025
Added 121.13%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
36,376
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
33,788
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
Added 34.92%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
19,792
shares
|
$1.19 Million
0.27% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
17,545
shares
|
$1.05 Million
0.38% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
16,134
shares
|
$967,394
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
15,606
shares
|
$935,735
0.0% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
15,010
shares
|
$899,999
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,882
shares
|
$892,324
0.05% of portfolio
|
Q1 2025
Added 18.31%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
13,686
shares
|
$820,612
0.01% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
11,719
shares
|
$702,671
0.41% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
9,848
shares
|
$590,486
0.24% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
8,832
shares
|
$529,566
0.0% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
8,291
shares
|
$497,128
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,916
shares
|
$414,683
0.0% of portfolio
|
Q3 2024
Reduced 32.06%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,620
shares
|
$396,935
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
6,534
shares
|
$391,778
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
6,345
shares
|
$380,446
0.0% of portfolio
|
Q1 2025
Reduced 31.39%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,745
shares
|
$344,470
0.24% of portfolio
|
Q3 2023
New holding
|