Free Trial

SPDR S&P Oil & Gas Equipment & Services ETF (XES) Institutional Ownership

$65.98 +0.66 (+1.01%)
Closing price 04:10 PM Eastern
Extended Trading
$65.98 +0.00 (+0.01%)
As of 06:37 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for SPDR S&P Oil & Gas Equipment & Services ETF (NYSEARCA:XES)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$15.72M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$7.81M
Get XES Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR S&P Oil & Gas Equipment & Services ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

XES Institutional Buying and Selling by Quarter

SPDR S&P Oil & Gas Equipment & Services ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Bank of America Corp DE52,755$3.35M0.0%-68.9%2.324%
8/14/2025 Raymond James Financial Inc.4,348$276K0.0%-4.3%0.192%
8/14/2025 Concorde Financial Corp2,571$163K0.1%N/A0.113%
8/14/2025 BCS Private Wealth Management Inc.6,900$438K0.2%N/A0.304%
8/13/2025 Flow Traders U.S. LLC20,092$1.28M0.0%+509.6%0.885%
8/12/2025 Horizon Kinetics Asset Management LLC9,697$615K0.0%-29.1%0.427%
8/12/2025 JPMorgan Chase & Co.725$46K0.0%-47.0%0.032%
8/8/2025 Cetera Investment Advisers42,526$2.70M0.0%+172.5%1.837%
8/8/2025 PNC Financial Services Group Inc.5,378$341K0.0%+70.6%0.232%
8/1/2025 Envestnet Asset Management Inc.5,811$369K0.0%-8.4%0.251%
7/31/2025 Wealthfront Advisers LLC6,015$382K0.0%+7.5%0.260%
7/29/2025 Stratos Wealth Advisors LLC10,605$673K0.0%N/A0.458%
7/22/2025 Belpointe Asset Management LLC7,651$485K0.0%-7.7%0.330%
7/16/2025 Meridian Investment Counsel Inc.17,920$1.14M0.3%+2.1%0.758%
2/13/2025 Keystone Financial Group3,958$312K0.0%N/A0.119%
2/12/2025 JPMorgan Chase & Co.162,235$12.80M0.0%+470.0%4.887%
1/15/2025Householder Group Estate & Retirement Specialist LLC4,675$368K0.3%N/A0.141%
12/26/2024 JPMorgan Chase & Co.28,463$2.30M0.0%+7.7%0.857%
11/14/2024 Flow Traders U.S. LLC3,724$301K0.0%+37.3%0.112%
11/8/2024 Avior Wealth Management LLC352$28K0.0%-49.5%0.011%
8/14/2024 Marshall Wace LLP2,562$233K0.0%N/A0.077%
5/15/2024 Transcendent Capital Group LLC906$84K0.0%+33.0%0.027%
5/1/2024 Janney Capital Management LLC53,227$4.96M0.3%-2.2%1.603%
5/1/2024 Janney Montgomery Scott LLC6,842$637K0.0%-40.5%0.206%
3/1/2024 Transcendent Capital Group LLC681$58K0.0%N/A0.018%
2/14/2024 Barometer Capital Management Inc.5,400$456K0.1%-41.3%0.145%
2/8/2024 Janney Montgomery Scott LLC11,507$972K0.0%+13.2%0.309%
2/8/2024 Janney Capital Management LLC54,435$4.60M0.3%-49.9%1.463%
1/12/2024 Financial Management Professionals Inc.25,313$2.14M0.3%N/A0.680%
11/15/2023 Baker Avenue Asset Management LP21,928$2.10M0.1%N/A0.589%
11/8/2023 Janney Montgomery Scott LLC10,168$974K0.0%+4.9%0.273%
11/8/2023 Barometer Capital Management Inc.9,200$881K0.3%-8.0%0.247%
11/8/2023 Janney Capital Management LLC108,726$10.41M0.8%-4.3%2.923%
11/4/2023 EverSource Wealth Advisors LLC312$30K0.0%+721.1%0.008%
10/27/2023 Whittier Trust Co.637$61K0.0%+49.5%0.017%
10/18/2023 CX Institutional4,645$445K0.0%N/A0.125%
8/14/2023 Horizon Kinetics Asset Management LLC37,969$2.97M0.1%+29.2%1.021%
8/7/2023 Keystone Financial Group4,571$357K0.1%N/A0.123%
7/26/2023 Janney Capital Management LLC113,584$8.88M0.6%-3.1%2.547%
7/26/2023 Janney Montgomery Scott LLC9,689$757K0.0%+10.7%0.217%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
6/1/2023 ORG Partners LLC11,968$900K0.2%N/A0.259%
5/11/2023 EverSource Wealth Advisors LLC33,804$2.54M0.3%N/A0.732%
5/5/2023 Cullen Frost Bankers Inc.625$47K0.0%N/A0.014%
4/28/2023 Janney Capital Management LLC117,177$8.81M0.7%N/A2.536%
4/28/2023 Janney Montgomery Scott LLC8,753$658K0.0%N/A0.189%
2/7/2023Hollencrest Capital Management7,073$564K0.1%N/A0.172%
2/3/2023 CX Institutional12,616$1.01M0.1%-11.7%0.306%
1/24/2023 RFP Financial Group LLC1,740$139K0.1%N/A0.042%
11/14/2022 Barometer Capital Management Inc.5,400$298K0.1%N/A0.117%
9/16/2022 Private Trust Co. NA1,000$60K0.0%N/A0.023%
8/11/2022 JPMorgan Chase & Co.748,968$44.70M0.0%+457.0%17.581%
5/6/2022 Washburn Capital Management Inc.7,115$534K0.3%+71.9%0.154%
5/2/2022 Migdal Insurance & Financial Holdings Ltd.770$58K0.0%N/A0.017%
4/18/2022Hollencrest Capital Management4,124$309K0.0%N/A0.088%
4/13/2022 New Harbor Financial Group LLC376,400$28.25M10.0%N/A8.337%
2/4/2022New Century Advisors LLC4,200$207K0.2%N/A0.152%
11/15/2021 Flow Traders U.S. LLC4,443$242K0.0%-79.9%0.155%
8/24/2021 Flow Traders U.S. LLC22,100$1.37M0.1%+162.2%0.799%
8/12/2021 JPMorgan Chase & Co.10,001$620K0.0%-80.4%0.362%
(Data available from 1/1/2016 forward)

XES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XES shares?

During the previous two years, 27 institutional investors and hedge funds held shares of SPDR S&P Oil & Gas Equipment & Services ETF. The most heavily invested institutionals were Janney Capital Management LLC ($4.96M), Bank of America Corp DE ($3.35M), Cetera Investment Advisers ($2.70M), Financial Management Professionals Inc. ($2.14M), Baker Avenue Asset Management LP ($2.10M), Flow Traders U.S. LLC ($1.28M), and Meridian Investment Counsel Inc. ($1.14M).Learn more on SPDR S&P Oil & Gas Equipment & Services ETF's institutional investors.

Which institutional investors have been buying SPDR S&P Oil & Gas Equipment & Services ETF's stock?

Of the 19 institutional investors that purchased SPDR S&P Oil & Gas Equipment & Services ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($135.80K), Cetera Investment Advisers ($26.92K), Financial Management Professionals Inc. ($25.31K), Baker Avenue Asset Management LP ($21.93K), Flow Traders U.S. LLC ($17.81K), Stratos Wealth Advisors LLC ($10.61K), and BCS Private Wealth Management Inc. ($6.90K).

How much institutional buying is happening at SPDR S&P Oil & Gas Equipment & Services ETF?

Institutional investors have bought a total of 212,255 shares in the last 24 months. This purchase volume represents approximately $15.72M in transactions.

Which of SPDR S&P Oil & Gas Equipment & Services ETF's major shareholders have been selling company stock?

The following institutional investors have sold SPDR S&P Oil & Gas Equipment & Services ETF stock in the last 24 months: Bank of America Corp DE ($116.65K), Horizon Kinetics Asset Management LLC ($3.99K), JPMorgan Chase & Co. ($642.00), Belpointe Asset Management LLC ($640.00), Envestnet Asset Management Inc. ($534.00), Avior Wealth Management LLC ($345.00), and Raymond James Financial Inc. ($195.00).

How much institutional selling is happening at SPDR S&P Oil & Gas Equipment & Services ETF?

Institutional investors have sold a total of 122,992 shares in the last 24 months. This volume of shares sold represents approximately $7.81M in transactions.



This page (NYSEARCA:XES) was last updated on 8/18/2025 by MarketBeat.com Staff
From Our Partners