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 85 institutions that hold shares in the stock, with a total of 722,577 shares, which have been reported (via 13F filing form) to have a value of $61.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,620
shares
|
$565,546
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
5,982
shares
|
$511,042
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
5,945
shares
|
$507,881
0.0% of portfolio
|
Q3 2024
Added 56.04%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,745
shares
|
$490,795
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
5,724
shares
|
$489,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,446
shares
|
$465,251
0.02% of portfolio
|
Q4 2024
Reduced 41.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,320
shares
|
$454,487
0.0% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
5,097
shares
|
$435,436
0.0% of portfolio
|
Q3 2024
Reduced 24.15%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
4,675
shares
|
$399,385
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,595
shares
|
$392,550
0.06% of portfolio
|
Q4 2022
Reduced 55.92%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
4,537
shares
|
$387,595
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,724
shares
|
$318,141
0.02% of portfolio
|
Q3 2024
Added 37.27%
|
|
|
Overbrook Management Corp
New York, NY |
Jan 16, 2025 Q4 2024 |
3,709
shares
|
$316,859
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,118
shares
|
$266,370
0.0% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
2,990
shares
|
$255,435
0.01% of portfolio
|
Q3 2024
Reduced 88.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
2,950
shares
|
$252,018
0.0% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
2,714
shares
|
$231,857
0.01% of portfolio
|
Q3 2024
Reduced 78.34%
|
|
|
Concorde Financial Corp
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,571
shares
|
$219,640
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,936
shares
|
$165,392
0.0% of portfolio
|
Q3 2024
Reduced 53.54%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,308
shares
|
$111,742
0.0% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,132
shares
|
$96,706
0.0% of portfolio
|
Q3 2024
Reduced 83.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
767
shares
|
$65,524
0.0% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
650
shares
|
$55,529
0.01% of portfolio
|
Q1 2024
Reduced 35.0%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
639
shares
|
$54,589
0.0% of portfolio
|
Q2 2024
Reduced 65.25%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
637
shares
|
$54,418
0.0% of portfolio
|
Q3 2023
Added 49.53%
|