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 |
---|---|---|---|---|---|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
50
shares
|
$4,025
0.0% of portfolio
|
Q1 2023
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 29, 2024 Q2 2024 |
45
shares
|
$3,622
0.0% of portfolio
|
Q1 2024
Reduced 99.55%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
42
shares
|
$3,381
0.0% of portfolio
|
Q1 2022
Added 68.0%
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2024 Q2 2024 |
37
shares
|
$2,978
0.0% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
Founders Capital Management
|
Jul 10, 2024 Q2 2024 |
33
shares
|
$2,656
0.0% of portfolio
|
Q4 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
32
shares
|
$2,576
0.0% of portfolio
|
Q1 2024
Reduced 73.77%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
25
shares
|
$2,012
0.0% of portfolio
|
Q4 2023
Reduced 40.48%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
20
shares
|
$1,610
0.0% of portfolio
|
Q2 2022
Reduced 42.86%
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 07, 2024 Q2 2024 |
18
shares
|
$1,449
0.0% of portfolio
|
Q4 2023
New holding
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
13
shares
|
$1,046
0.0% of portfolio
|
Q2 2022
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 31, 2024 Q2 2024 |
10
shares
|
$805
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
8
shares
|
$644
0.0% of portfolio
|
Q1 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
1
shares
|
$80
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|