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 668,081 shares, which have been reported (via 13F filing form) to have a value of $47.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
107
shares
|
$7,543
0.0% of portfolio
|
Q1 2025
Added 10600.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
93
shares
|
$6,556
0.0% of portfolio
|
Q2 2025
Reduced 89.3%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
85
shares
|
$5,992
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
85
shares
|
$5,992
0.0% of portfolio
|
Q1 2025
Reduced 64.29%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
76
shares
|
$5,358
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
71
shares
|
$5,005
0.0% of portfolio
|
Q1 2025
Added 91.89%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
70
shares
|
$4,935
0.0% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
65
shares
|
$4,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
60
shares
|
$4,230
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
50
shares
|
$3,525
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
42
shares
|
$2,961
0.0% of portfolio
|
Q1 2022
Added 68.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
37
shares
|
$2,608
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
33
shares
|
$2,326
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
32
shares
|
$2,256
0.0% of portfolio
|
Q1 2024
Reduced 73.77%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
25
shares
|
$1,762
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
24
shares
|
$1,692
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
23
shares
|
$1,621
0.0% of portfolio
|
Q2 2025
Reduced 96.4%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
22
shares
|
$1,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
20
shares
|
$1,410
0.0% of portfolio
|
Q2 2022
Reduced 42.86%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18
shares
|
$1,269
0.0% of portfolio
|
Q2 2025
Reduced 98.46%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
13
shares
|
$916
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
4
shares
|
$282
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
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
|
Jul 17, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|