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 78 institutions that hold shares in the stock, with a total of 662,517 shares, which have been reported (via 13F filing form) to have a value of $53 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
4,486
shares
|
$358,700
0.0% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,348
shares
|
$347,666
0.0% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,174
shares
|
$333,753
0.0% of portfolio
|
Q3 2025
Reduced 22.39%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
3,958
shares
|
$316,481
0.02% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,383
shares
|
$270,504
0.0% of portfolio
|
Q3 2025
Added 107.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,118
shares
|
$249,315
0.0% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Concorde Financial Corp
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,571
shares
|
$205,577
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,880
shares
|
$150,324
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,423
shares
|
$113,783
0.0% of portfolio
|
Q2 2025
Added 64.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
768
shares
|
$61,409
0.0% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
674
shares
|
$53,893
0.0% of portfolio
|
Q3 2025
Reduced 50.69%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
650
shares
|
$51,973
0.0% of portfolio
|
Q1 2024
Reduced 35.0%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
637
shares
|
$50,934
0.0% of portfolio
|
Q3 2023
Added 49.53%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
636
shares
|
$50,854
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
400
shares
|
$31,983
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
308
shares
|
$24,627
0.0% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
297
shares
|
$23,748
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
209
shares
|
$16,711
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
205
shares
|
$16,391
0.0% of portfolio
|
Q3 2025
Reduced 81.48%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
200
shares
|
$15,991
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
200
shares
|
$15,991
0.0% of portfolio
|
Q1 2023
Reduced 60.0%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
173
shares
|
$13,833
0.0% of portfolio
|
Q2 2025
Reduced 28.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
135
shares
|
$10,794
0.0% of portfolio
|
Q3 2025
Added 26.17%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
122
shares
|
$9,755
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
115
shares
|
$9,195
0.0% of portfolio
|
Q3 2024
New holding
|