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 83 institutions that hold shares in the stock, with a total of 843,269 shares, which have been reported (via 13F filing form) to have a value of $50.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
243
shares
|
$14,570
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
204
shares
|
$12,231
0.0% of portfolio
|
Q1 2025
Added 13.97%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
200
shares
|
$11,992
0.0% of portfolio
|
Q1 2023
Reduced 60.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
200
shares
|
$11,992
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
132
shares
|
$7,914
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
122
shares
|
$7,315
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
115
shares
|
$6,895
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
107
shares
|
$6,415
0.0% of portfolio
|
Q1 2025
Added 10600.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
107
shares
|
$6,415
0.0% of portfolio
|
Q4 2024
Reduced 79.5%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
100
shares
|
$5,996
0.0% of portfolio
|
Q3 2024
Reduced 61.24%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
85
shares
|
$5,096
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
85
shares
|
$5,096
0.0% of portfolio
|
Q1 2025
Reduced 64.29%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
71
shares
|
$4,257
0.0% of portfolio
|
Q1 2025
Added 91.89%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
70
shares
|
$4,197
0.0% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
65
shares
|
$3,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
56
shares
|
$3,357
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
50
shares
|
$2,998
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
45
shares
|
$2,698
0.0% of portfolio
|
Q1 2024
Reduced 99.55%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
42
shares
|
$2,518
0.0% of portfolio
|
Q1 2022
Added 68.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
37
shares
|
$2,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
33
shares
|
$1,978
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
32
shares
|
$1,918
0.0% of portfolio
|
Q1 2024
Reduced 73.77%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
25
shares
|
$1,499
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
20
shares
|
$1,199
0.0% of portfolio
|
Q2 2022
Reduced 42.86%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
18
shares
|
$1,079
0.0% of portfolio
|
Q4 2023
New holding
|