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 77 institutions that hold shares in the stock, with a total of 629,031 shares, which have been reported (via 13F filing form) to have a value of $50.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
85
shares
|
$6,796
0.0% of portfolio
|
Q1 2025
Reduced 64.29%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
85
shares
|
$6,796
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
76
shares
|
$6,076
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
72
shares
|
$5,757
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
71
shares
|
$5,677
0.0% of portfolio
|
Q1 2025
Added 91.89%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
70
shares
|
$5,597
0.0% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
65
shares
|
$5,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
60
shares
|
$4,797
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
50
shares
|
$3,997
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
42
shares
|
$3,358
0.0% of portfolio
|
Q1 2022
Added 68.0%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
33
shares
|
$2,638
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
32
shares
|
$2,558
0.0% of portfolio
|
Q1 2024
Reduced 73.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
30
shares
|
$2,398
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
25
shares
|
$1,998
0.0% of portfolio
|
Q3 2025
Reduced 73.12%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
25
shares
|
$1,998
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
23
shares
|
$1,839
0.0% of portfolio
|
Q2 2025
Reduced 96.4%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
20
shares
|
$1,599
0.0% of portfolio
|
Q2 2022
Reduced 42.86%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18
shares
|
$1,439
0.0% of portfolio
|
Q2 2025
Reduced 98.46%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
13
shares
|
$1,039
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%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|