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 |
|---|---|---|---|---|---|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
200
shares
|
$15,969
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
200
shares
|
$15,969
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
179
shares
|
$14,293
0.0% of portfolio
|
Q4 2024
Reduced 39.93%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
132
shares
|
$10,540
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
122
shares
|
$9,741
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
115
shares
|
$9,182
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
107
shares
|
$8,543
0.0% of portfolio
|
Q4 2024
Reduced 79.5%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
100
shares
|
$7,984
0.0% of portfolio
|
Q3 2024
Reduced 61.24%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
70
shares
|
$5,589
0.0% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
65
shares
|
$5,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
56
shares
|
$4,471
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
50
shares
|
$3,992
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
45
shares
|
$3,593
0.0% of portfolio
|
Q1 2024
Reduced 99.55%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
42
shares
|
$3,353
0.0% of portfolio
|
Q1 2022
Added 68.0%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
37
shares
|
$2,954
0.0% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
33
shares
|
$2,635
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
32
shares
|
$2,555
0.0% of portfolio
|
Q1 2024
Reduced 73.77%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
32
shares
|
$2,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
25
shares
|
$1,996
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
25
shares
|
$1,996
0.0% of portfolio
|
Q4 2023
Reduced 40.48%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
20
shares
|
$1,597
0.0% of portfolio
|
Q2 2022
Reduced 42.86%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
18
shares
|
$1,437
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
13
shares
|
$1,038
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
7
shares
|
$558
0.0% of portfolio
|
Q4 2024
Added 600.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4
shares
|
$319
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|