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 80 institutions that hold shares in the stock, with a total of 697,176 shares, which have been reported (via 13F filing form) to have a value of $55.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
122
shares
|
$9,736
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
115
shares
|
$9,178
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
104
shares
|
$8,300
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
85
shares
|
$6,783
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
85
shares
|
$6,783
0.0% of portfolio
|
Q1 2025
Reduced 64.29%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
76
shares
|
$6,065
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
72
shares
|
$5,746
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
65
shares
|
$5,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2025 Q3 2025 |
62
shares
|
$4,948
0.0% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
60
shares
|
$4,788
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
50
shares
|
$3,990
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
42
shares
|
$3,352
0.0% of portfolio
|
Q1 2022
Added 68.0%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
33
shares
|
$2,633
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
32
shares
|
$2,553
0.0% of portfolio
|
Q1 2024
Reduced 73.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
30
shares
|
$2,394
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
25
shares
|
$1,995
0.0% of portfolio
|
Q3 2025
Reduced 73.12%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
25
shares
|
$1,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
23
shares
|
$1,835
0.0% of portfolio
|
Q2 2025
Reduced 96.4%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
20
shares
|
$1,596
0.0% of portfolio
|
Q2 2022
Reduced 42.86%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
19
shares
|
$1,516
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
13
shares
|
$1,037
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
2
shares
|
$159
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1
shares
|
$79
0.0% of portfolio
|
Q3 2025
Reduced 97.3%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|