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 873,893 shares, which have been reported (via 13F filing form) to have a value of $60.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,745
shares
|
$400,426
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,446
shares
|
$379,586
0.02% of portfolio
|
Q4 2024
Reduced 41.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
5,221
shares
|
$363,903
0.0% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
4,675
shares
|
$325,847
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
3,978
shares
|
$277,266
0.0% of portfolio
|
Q4 2024
Reduced 83.64%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
3,958
shares
|
$275,872
0.03% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
3,750
shares
|
$261,375
0.04% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Overbrook Management Corp
New York, NY |
Jan 16, 2025 Q4 2024 |
3,709
shares
|
$258,517
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,699
shares
|
$257,820
0.0% of portfolio
|
Q4 2024
Reduced 27.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
3,491
shares
|
$243,322
0.0% of portfolio
|
Q4 2024
Added 18.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,118
shares
|
$217,324
0.0% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,976
shares
|
$207,427
0.01% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
2,835
shares
|
$197,599
0.01% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
2,825
shares
|
$196,902
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,678
shares
|
$186,656
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
2,644
shares
|
$184,286
0.01% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Concorde Financial Corp
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,571
shares
|
$179,198
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,622
shares
|
$113,053
0.0% of portfolio
|
Q4 2024
Reduced 16.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,308
shares
|
$91,167
0.0% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,092
shares
|
$76,112
0.0% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
728
shares
|
$50,741
0.0% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
650
shares
|
$45,305
0.01% of portfolio
|
Q1 2024
Reduced 35.0%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
639
shares
|
$44,538
0.0% of portfolio
|
Q2 2024
Reduced 65.25%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
637
shares
|
$44,398
0.0% of portfolio
|
Q3 2023
Added 49.53%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
293
shares
|
$20,422
0.0% of portfolio
|
Q4 2024
Added 0.34%
|