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 667,522 shares, which have been reported (via 13F filing form) to have a value of $43.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
94,207
shares
|
$6.16 Million
0.0% of portfolio
|
Q2 2025
Added 10.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
86,484
shares
|
$5.65 Million
0.0% of portfolio
|
Q2 2025
Added 60.99%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
53,751
shares
|
$3.51 Million
0.0% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
52,755
shares
|
$3.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 68.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
46,192
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2025
Added 36.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
42,526
shares
|
$2.78 Million
0.0% of portfolio
|
Q2 2025
Added 172.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
31,319
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Added 456.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
23,765
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 54.1%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
20,092
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2025
Added 509.59%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
19,914
shares
|
$1.3 Million
0.21% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
17,920
shares
|
$1.17 Million
0.32% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
16,134
shares
|
$1.05 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
15,026
shares
|
$981,949
0.37% of portfolio
|
Q2 2025
Added 28.22%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
12,431
shares
|
$812,365
0.0% of portfolio
|
Q2 2025
Reduced 65.83%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
12,178
shares
|
$795,832
0.0% of portfolio
|
Q2 2025
Added 37.88%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,605
shares
|
$693,036
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
9,697
shares
|
$633,698
0.01% of portfolio
|
Q2 2025
Reduced 29.15%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,748
shares
|
$571,681
0.16% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
7,651
shares
|
$499,992
0.02% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,916
shares
|
$451,960
0.0% of portfolio
|
Q3 2024
Reduced 32.06%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
6,900
shares
|
$450,914
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,684
shares
|
$436,799
0.02% of portfolio
|
Q2 2025
Reduced 55.09%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,620
shares
|
$432,616
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
6,015
shares
|
$393,080
0.0% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,811
shares
|
$379,748
0.0% of portfolio
|
Q2 2025
Reduced 8.42%
|