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 84 institutions that hold shares in the stock, with a total of 857,578 shares, which have been reported (via 13F filing form) to have a value of $68.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,446
shares
|
$434,863
0.02% of portfolio
|
Q4 2024
Reduced 41.92%
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
5,221
shares
|
$416,896
0.0% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
4,675
shares
|
$373,298
0.28% of portfolio
|
Q4 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
3,978
shares
|
$317,643
0.0% of portfolio
|
Q4 2024
Reduced 83.64%
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
3,958
shares
|
$316,046
0.03% of portfolio
|
Q4 2024
New holding
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
3,750
shares
|
$299,437
0.04% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
Overbrook Management Corp
New York, NY |
Jan 16, 2025 Q4 2024 |
3,709
shares
|
$296,163
0.06% of portfolio
|
Q3 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,699
shares
|
$295,365
0.0% of portfolio
|
Q4 2024
Reduced 27.43%
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
3,491
shares
|
$278,756
0.0% of portfolio
|
Q4 2024
Added 18.34%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,118
shares
|
$248,972
0.0% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,976
shares
|
$237,633
0.01% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
2,835
shares
|
$226,374
0.01% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,678
shares
|
$213,838
0.0% of portfolio
|
Q4 2024
New holding
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
2,644
shares
|
$211,123
0.01% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
Concorde Financial Corp
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,571
shares
|
$205,294
0.13% of portfolio
|
Q1 2024
New holding
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,622
shares
|
$129,516
0.0% of portfolio
|
Q4 2024
Reduced 16.22%
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,308
shares
|
$104,443
0.0% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,092
shares
|
$87,196
0.0% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
728
shares
|
$58,130
0.0% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
650
shares
|
$51,902
0.01% of portfolio
|
Q1 2024
Reduced 35.0%
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
639
shares
|
$51,024
0.0% of portfolio
|
Q2 2024
Reduced 65.25%
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
637
shares
|
$50,864
0.0% of portfolio
|
Q3 2023
Added 49.53%
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
293
shares
|
$23,396
0.0% of portfolio
|
Q4 2024
Added 0.34%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
238
shares
|
$19,004
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
200
shares
|
$15,969
0.0% of portfolio
|
Q1 2023
Reduced 60.0%
|