Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR S&P OIL & GAS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
26.2KNew |
$1.66M - $1.95M
|
26.2K
$2.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 107.42% |
$111K - $131K
|
3.38K
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
209New |
$13.3K - $15.6K
|
209
$16.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
85New |
$5.39K - $6.34K
|
85
$6.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
72New |
$4.57K - $5.37K
|
72
$5.76K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30New |
$1.9K - $2.24K
|
30
$2.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28+ 26.17% |
$1.78K - $2.09K
|
135
$10.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.34% |
$63.4 - $74.5
|
297
$23.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2- 50.0% |
$127 - $149
|
2
$160
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-36- 97.3% |
$2.28K - $2.68K
|
1
$80
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-68- 73.12% |
$4.31K - $5.07K
|
25
$2K
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-200- 1.12% |
$12.7K - $14.9K
|
17.7K
$1.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-332- 5.52% |
$21.1K - $24.7K
|
5.68K
$454K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-493- 9.9% |
$31.3K - $36.7K
|
4.49K
$359K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-507- 8.72% |
$32.2K - $37.8K
|
5.3K
$424K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-693- 50.69% |
$44K - $51.6K
|
674
$53.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-902- 81.48% |
$57.2K - $67.2K
|
205
$16.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.2K- 22.39% |
$76.4K - $89.7K
|
4.17K
$334K
|