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 84 institutions that hold shares in the stock, with a total of 789,222 shares, which have been reported (via 13F filing form) to have a value of $52.3 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
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Added 349.82%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
85,627
shares
|
$5.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
53,720
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2025
Added 68.09%
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
51,772
shares
|
$3.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.79%
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
50,001
shares
|
$3.29 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
49,328
shares
|
$3.24 Million
0.0% of portfolio
|
Q1 2025
Added 121.13%
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
36,376
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
Added 17.41%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
33,788
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Added 34.92%
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
19,792
shares
|
$1.3 Million
0.27% of portfolio
|
Q1 2025
Added 0.44%
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
17,920
shares
|
$1.18 Million
0.32% of portfolio
|
Q2 2025
Added 2.14%
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
16,134
shares
|
$1.06 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
15,606
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 10.38%
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
15,026
shares
|
$987,208
0.37% of portfolio
|
Q2 2025
Added 28.22%
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
15,010
shares
|
$986,157
0.67% of portfolio
|
Q1 2025
New holding
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,882
shares
|
$977,747
0.05% of portfolio
|
Q1 2025
Added 18.31%
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
13,686
shares
|
$899,170
0.01% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,605
shares
|
$696,748
0.04% of portfolio
|
Q2 2025
New holding
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
8,832
shares
|
$580,262
0.0% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,748
shares
|
$574,743
0.16% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
7,651
shares
|
$502,670
0.02% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,916
shares
|
$454,381
0.0% of portfolio
|
Q3 2024
Reduced 32.06%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,620
shares
|
$434,934
0.04% of portfolio
|
Q4 2023
New holding
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
6,534
shares
|
$429,283
0.01% of portfolio
|
Q1 2025
New holding
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
6,015
shares
|
$395,185
0.0% of portfolio
|
Q2 2025
Added 7.53%
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,811
shares
|
$381,782
0.0% of portfolio
|
Q2 2025
Reduced 8.42%
|