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

$124.18 +3.34 (+2.76%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR S&P Oil & Gas Equipment & Services ETF (NYSEARCA:XES)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$225.46M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$14.42M
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XES Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Financial Management Professionals Inc.8,856$993K0.1%N/A0.235%
5/19/2026Bank of America Corp DE44,615$5.19M0.0%-17.5%1.023%
5/18/2026Royal Bank of Canada10,319$1.20M0.0%-67.1%0.237%
5/16/2026SummitTX Capital L.P.8,877$1.03M0.0%N/A0.204%
5/14/2026Group One Trading LLC315$37K0.0%-100.0%0.007%
5/13/2026 Cetera Investment Advisers22,617$2.63M0.0%-13.1%0.519%
5/12/2026 Barometer Capital Management Inc.5,100$593K0.2%N/A0.117%
5/8/2026 PNC Financial Services Group Inc.3,297$384K0.0%-18.6%0.076%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC672$78K0.0%N/A0.015%
5/5/2026 Wealthfront Advisers LLC6,638$772K0.0%+15.1%0.152%
5/1/2026 Fifth Third Bancorp275$32K0.0%N/A0.006%
4/28/2026 Meridian Investment Counsel Inc.19,775$2.30M0.5%+16.9%0.469%
4/27/2026 Private Advisor Group LLC8,626$1.00M0.0%-14.1%0.207%
4/27/2026 Trademark Financial Management LLC2,203$256K0.1%N/A0.053%
4/24/2026 Root Financial Partners LLC347$40K0.0%+66.0%0.008%
4/23/2026 Vicus Capital36,361$4.23M0.3%N/A0.874%
2/19/2026 First Growth Capital LLC5,396$442K0.4%N/A0.147%
2/17/2026 Cetera Investment Advisers26,024$2.13M0.0%-4.3%0.711%
2/17/2026 Tower Research Capital LLC TRC 10,955$898K0.0%-56.7%0.299%
2/17/2026Concorde Financial Corp2,571$211K0.2%N/A0.070%
2/17/2026Aspen Grove Capital LLC10,875$891K0.2%-45.7%0.297%
2/17/2026Royal Bank of Canada31,411$2.58M0.0%+23.0%0.858%
2/13/2026 Stifel Financial Corp5,946$487K0.0%N/A0.162%
2/13/2026Wells Fargo & Company MN37,135$3.04M0.0%+78.0%1.015%
2/12/2026 StoneX Group Inc.2,940$241K0.0%N/A0.080%
2/11/2026 LPL Financial LLC64,929$5.32M0.0%+20.7%1.774%
2/11/2026Invst LLC16,337$1.34M0.1%-0.7%0.446%
2/10/2026Goldman Sachs Group Inc.124,579$10.21M0.0%+127.5%3.404%
2/10/2026 Black Swift Group LLC72,505$5.94M1.0%N/A1.981%
2/6/2026 PNC Financial Services Group Inc.4,052$332K0.0%-2.9%0.111%
2/4/2026 Trek Financial LLC27,099$2.22M0.1%+3.4%0.770%
1/30/2026 New Harbor Financial Group LLC365,766$29.98M5.5%N/A10.571%
1/26/2026CWM LLC24,231$1.99M0.0%+616.3%0.730%
1/26/2026 BCS Private Wealth Management Inc.16,900$1.39M0.5%N/A0.509%
1/20/2026 Meridian Investment Counsel Inc.16,920$1.39M0.3%-4.5%0.502%
1/20/2026 Stratos Wealth Advisors LLC5,300$434K0.0%-50.0%0.157%
11/17/2025Flow Traders U.S. LLC24,753$1.79M0.1%+23.2%0.862%
11/17/2025Bank of America Corp DE55,006$3.98M0.0%+4.3%1.917%
11/14/2025Raymond James Financial Inc.59,159$4.28M0.0%+1,260.6%2.061%
11/14/2025Financial Sense Advisors Inc.7,717$558K0.1%-11.8%0.269%
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11/14/2025 Tower Research Capital LLC TRC 25,289$1.83M0.1%N/A0.881%
11/13/2025 UBS Group AG12,597$911K0.0%+1.3%0.439%
11/10/2025 OneDigital Investment Advisors LLC4,486$325K0.0%-9.9%0.156%
11/7/2025 PNC Financial Services Group Inc.4,174$302K0.0%-22.4%0.145%
11/6/2025 Wealthfront Advisers LLC5,683$411K0.0%-5.5%0.198%
11/5/2025 Envestnet Asset Management Inc.5,304$384K0.0%-8.7%0.185%
10/31/2025 Trek Financial LLC26,212$1.90M0.1%N/A0.930%
10/23/2025 Meridian Investment Counsel Inc.17,720$1.28M0.3%-1.1%0.654%
10/15/2025CWM LLC3,383$245K0.0%+107.4%0.125%
9/4/2025Osaic Holdings Inc.1,423$90K0.0%+50.7%0.063%
8/15/2025Bank of America Corp DE52,755$3.35M0.0%-68.9%2.324%
8/14/2025Raymond James Financial Inc.4,348$276K0.0%-4.3%0.192%
8/14/2025Concorde Financial Corp2,571$163K0.1%N/A0.113%
8/14/2025 BCS Private Wealth Management Inc.6,900$438K0.2%N/A0.304%
8/13/2025Flow 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%
2/13/2025Keystone Financial Group3,958$312K0.0%N/A0.119%
2/12/2025JPMorgan 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%
12/26/2024JPMorgan Chase & Co.28,463$2.30M0.0%+7.7%0.857%
11/14/2024Flow Traders U.S. LLC3,724$301K0.0%+37.3%0.112%
11/8/2024Avior Wealth Management LLC352$28K0.0%-49.5%0.011%
8/14/2024Marshall Wace LLP2,562$233K0.0%N/A0.077%
5/15/2024Transcendent Capital Group LLC906$84K0.0%+33.0%0.027%
5/1/2024Janney Capital Management LLC53,227$4.96M0.3%-2.2%1.603%
5/1/2024Janney Montgomery Scott LLC6,842$637K0.0%-40.5%0.206%
3/1/2024Transcendent Capital Group LLC681$58K0.0%N/A0.018%
2/14/2024Barometer Capital Management Inc.5,400$456K0.1%-41.3%0.145%
2/8/2024Janney Montgomery Scott LLC11,507$972K0.0%+13.2%0.309%
2/8/2024Janney Capital Management LLC54,435$4.60M0.3%-49.9%1.463%
1/12/2024Financial Management Professionals Inc.25,313$2.14M0.3%N/A0.680%
11/15/2023Baker Avenue Asset Management LP21,928$2.10M0.1%N/A0.589%
11/8/2023Janney Montgomery Scott LLC10,168$974K0.0%+4.9%0.273%
11/8/2023Barometer Capital Management Inc.9,200$881K0.3%-8.0%0.247%
11/8/2023Janney Capital Management LLC108,726$10.41M0.8%-4.3%2.923%
11/4/2023EverSource Wealth Advisors LLC312$30K0.0%+721.1%0.008%
10/27/2023Whittier Trust Co.637$61K0.0%+49.5%0.017%
10/18/2023CX Institutional4,645$445K0.0%N/A0.125%
8/14/2023Horizon Kinetics Asset Management LLC37,969$2.97M0.1%+29.2%1.021%
8/7/2023Keystone Financial Group4,571$357K0.1%N/A0.123%
7/26/2023Janney Capital Management LLC113,584$8.88M0.6%-3.1%2.547%
7/26/2023Janney Montgomery Scott LLC9,689$757K0.0%+10.7%0.217%
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6/1/2023ORG Partners LLC11,968$900K0.2%N/A0.259%
5/11/2023EverSource Wealth Advisors LLC33,804$2.54M0.3%N/A0.732%
5/5/2023Cullen Frost Bankers Inc.625$47K0.0%N/A0.014%
4/28/2023Janney Capital Management LLC117,177$8.81M0.7%N/A2.536%
4/28/2023Janney Montgomery Scott LLC8,753$658K0.0%N/A0.189%
2/7/2023Hollencrest Capital Management7,073$564K0.1%N/A0.172%
2/3/2023CX Institutional12,616$1.01M0.1%-11.7%0.306%
1/24/2023RFP Financial Group LLC1,740$139K0.1%N/A0.042%
11/14/2022Barometer Capital Management Inc.5,400$298K0.1%N/A0.117%
9/16/2022Private Trust Co. NA1,000$60K0.0%N/A0.023%


XES Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 institutional investors and hedge funds held shares of SPDR S&P Oil & Gas Equipment & Services ETF. The most heavily invested institutionals were New Harbor Financial Group LLC ($29.98M), Goldman Sachs Group Inc. ($10.21M), Black Swift Group LLC ($5.94M), LPL Financial LLC ($5.32M), Bank of America Corp DE ($5.19M), Raymond James Financial Inc. ($4.28M), and Vicus Capital ($4.23M).Learn more on SPDR S&P Oil & Gas Equipment & Services ETF's institutional investors.

Of the 37 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: Group One Trading LLC ($1.38M), New Harbor Financial Group LLC ($365.77K), JPMorgan Chase & Co. ($135.80K), Black Swift Group LLC ($72.51K), Goldman Sachs Group Inc. ($69.82K), Raymond James Financial Inc. ($54.81K), and Vicus Capital ($36.36K).

Institutional investors have bought a total of 2,158,438 shares in the last 24 months. This purchase volume represents approximately $225.46M in transactions.

Of the 14 institutional investors that sold SPDR S&P Oil & Gas Equipment & Services ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($126.10K), Royal Bank of Canada ($21.09K), Tower Research Capital LLC TRC ($14.33K), Aspen Grove Capital LLC ($9.14K), Stratos Wealth Advisors LLC ($5.31K), Cetera Investment Advisers ($4.59K), and PNC Financial Services Group Inc. ($2.08K).

Institutional investors have sold a total of 187,537 shares in the last 24 months. This volume of shares sold represents approximately $14.42M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XES is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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