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 94 institutions that hold shares in the stock, with a total of 1.19 Million shares, which have been reported (via 13F filing form) to have a value of $95.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
2,548
shares
|
$205,114
0.0% of portfolio
|
Q2 2024
Added 0.79%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
2,504
shares
|
$201,572
0.0% of portfolio
|
Q2 2024
Reduced 21.16%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,408
shares
|
$113,344
0.0% of portfolio
|
Q2 2024
Added 7.65%
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 24, 2024 Q2 2024 |
906
shares
|
$72,933
0.05% of portfolio
|
Q1 2024
Added 33.04%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
697
shares
|
$56,108
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
654
shares
|
$52,647
0.0% of portfolio
|
Q2 2024
Added 0.15%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
650
shares
|
$52,325
0.01% of portfolio
|
Q1 2024
Reduced 35.0%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
639
shares
|
$51,439
0.0% of portfolio
|
Q2 2024
Reduced 65.25%
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
637
shares
|
$51,278
0.0% of portfolio
|
Q3 2023
Added 49.53%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
522
shares
|
$42,021
0.0% of portfolio
|
Q2 2024
Added 392.45%
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 16, 2024 Q2 2024 |
400
shares
|
$32,200
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
386
shares
|
$31,073
0.0% of portfolio
|
Q2 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
298
shares
|
$23,989
0.0% of portfolio
|
Q2 2024
Added 201.01%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
291
shares
|
$23,425
0.0% of portfolio
|
Q2 2024
Reduced 20.49%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
258
shares
|
$20,769
0.0% of portfolio
|
Q2 2024
Added 37.97%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 12, 2024 Q2 2024 |
243
shares
|
$19,561
0.01% of portfolio
|
Q1 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
236
shares
|
$18,998
0.0% of portfolio
|
Q2 2024
Added 0.43%
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 09, 2024 Q2 2024 |
200
shares
|
$16,100
0.01% of portfolio
|
Q4 2023
New holding
|
|
Duncker Streett & CO Inc
|
Jul 31, 2024 Q2 2024 |
200
shares
|
$16,100
0.0% of portfolio
|
Q1 2023
Reduced 60.0%
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Aug 05, 2024 Q2 2024 |
200
shares
|
$16,100
0.0% of portfolio
|
Q4 2023
New holding
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
132
shares
|
$10,626
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
125
shares
|
$10,062
0.0% of portfolio
|
Q2 2024
New holding
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
122
shares
|
$9,821
0.0% of portfolio
|
Q1 2023
New holding
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
120
shares
|
$9,660
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
56
shares
|
$4,508
0.0% of portfolio
|
Q4 2023
New holding
|