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 873,893 shares, which have been reported (via 13F filing form) to have a value of $62.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
171,350
shares
|
$12.2 Million
0.0% of portfolio
|
Q4 2024
Added 989.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
162,235
shares
|
$11.5 Million
0.0% of portfolio
|
Q4 2024
Added 469.99%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
93,251
shares
|
$6.63 Million
0.0% of portfolio
|
Q4 2024
Added 18.12%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
58,231
shares
|
$4.14 Million
2.7% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
37,660
shares
|
$2.68 Million
0.0% of portfolio
|
Q4 2024
Added 46.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
31,960
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
30,982
shares
|
$2.2 Million
0.0% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
25,043
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 61.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
22,307
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
19,705
shares
|
$1.4 Million
0.33% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
16,704
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
16,145
shares
|
$1.15 Million
0.39% of portfolio
|
Q4 2024
Added 69.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
14,139
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
12,579
shares
|
$893,863
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
11,697
shares
|
$831,188
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
9,861
shares
|
$700,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
9,817
shares
|
$697,596
0.31% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,284
shares
|
$659,721
0.0% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
9,248
shares
|
$657,162
0.0% of portfolio
|
Q4 2024
Reduced 37.23%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
7,925
shares
|
$563,150
0.01% of portfolio
|
Q4 2024
Reduced 58.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,916
shares
|
$491,450
0.0% of portfolio
|
Q3 2024
Reduced 32.06%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,620
shares
|
$470,417
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
6,100
shares
|
$433,466
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,906
shares
|
$419,680
0.01% of portfolio
|
Q4 2024
Reduced 34.73%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
5,772
shares
|
$410,158
0.03% of portfolio
|
Q4 2024
Reduced 22.31%
|