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 87 institutions that hold shares in the stock, with a total of 723,172 shares, which have been reported (via 13F filing form) to have a value of $62.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
607
shares
|
$52,626
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
522
shares
|
$45,257
0.0% of portfolio
|
Q2 2024
Added 392.45%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
394
shares
|
$34,159
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
352
shares
|
$30,518
0.0% of portfolio
|
Q3 2024
Reduced 49.5%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
298
shares
|
$25,836
0.0% of portfolio
|
Q2 2024
Added 201.01%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
292
shares
|
$25,316
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
243
shares
|
$21,068
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
237
shares
|
$20,547
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
200
shares
|
$17,340
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$17,340
0.0% of portfolio
|
Q1 2023
Reduced 60.0%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
200
shares
|
$17,340
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
132
shares
|
$11,444
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
122
shares
|
$10,577
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
120
shares
|
$10,404
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
115
shares
|
$9,970
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
107
shares
|
$9,276
0.0% of portfolio
|
Q3 2024
Added 10600.0%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$8,670
0.0% of portfolio
|
Q3 2024
Reduced 61.24%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
56
shares
|
$4,855
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
50
shares
|
$4,335
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
45
shares
|
$3,901
0.0% of portfolio
|
Q1 2024
Reduced 99.55%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
42
shares
|
$3,641
0.0% of portfolio
|
Q1 2022
Added 68.0%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
37
shares
|
$3,207
0.0% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
33
shares
|
$2,861
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
32
shares
|
$2,774
0.0% of portfolio
|
Q1 2024
Reduced 73.77%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
25
shares
|
$2,167
0.0% of portfolio
|
Q4 2023
Reduced 40.48%
|