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

$59.13 +2.25 (+3.96%)
As of 04/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$11.74M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$574.58K
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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
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%
5/1/2024 Janney 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%
2/8/2024 Janney Montgomery Scott LLC11,507$972K0.0%+13.2%0.309%
2/8/2024Janney Capital Management LLC54,435$4.60M0.3%-49.9%1.463%
1/12/2024 Financial 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%
11/8/2023 Janney 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%
10/18/2023 CX 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%
7/26/2023 Janney Montgomery Scott LLC9,689$757K0.0%+10.7%0.217%
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%
4/28/2023 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%
1/24/2023RFP 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%
8/11/2022JPMorgan Chase & Co.748,968$44.70M0.0%+457.0%17.581%
5/6/2022Washburn Capital Management Inc.7,115$534K0.3%+71.9%0.154%
5/2/2022Migdal Insurance & Financial Holdings Ltd.770$58K0.0%N/A0.017%
4/18/2022Hollencrest Capital Management4,124$309K0.0%N/A0.088%
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4/13/2022New Harbor Financial Group LLC376,400$28.25M10.0%N/A8.337%
2/4/2022New Century Advisors LLC4,200$207K0.2%N/A0.152%
11/15/2021Flow Traders U.S. LLC4,443$242K0.0%-79.9%0.155%
8/24/2021Flow Traders U.S. LLC22,100$1.37M0.1%+162.2%0.799%
8/12/2021JPMorgan Chase & Co.10,001$620K0.0%-80.4%0.362%
5/18/2021Flow Traders U.S. LLC8,428$449K0.0%N/A0.299%
5/12/2021JPMorgan Chase & Co.51,152$2.72M0.0%+36.6%1.755%
5/7/2021 Sowell Financial Services LLC17,200$975K0.0%N/A0.590%
2/19/2021JPMorgan Chase & Co.37,442$1.68M0.0%-35.1%1.222%
(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, 18 institutional investors and hedge funds held shares of SPDR S&P Oil & Gas Equipment & Services ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($12.80M), Janney Capital Management LLC ($4.96M), Horizon Kinetics Asset Management LLC ($2.97M), Financial Management Professionals Inc. ($2.14M), Baker Avenue Asset Management LP ($2.10M), ORG Partners LLC ($900K), and Janney Montgomery Scott LLC ($637K).Learn more on XES's institutional investors.

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

Of the 16 institutional investors that purchased SPDR S&P Oil & Gas Equipment & Services ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($135.80K), Janney Capital Management LLC ($117.18K), EverSource Wealth Advisors LLC ($34.08K), Financial Management Professionals Inc. ($25.31K), Baker Avenue Asset Management LP ($21.93K), ORG Partners LLC ($11.97K), and Janney Montgomery Scott LLC ($11.51K).

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

Institutional investors have bought a total of 389,510 shares in the last 24 months. This purchase volume represents approximately $30.75M in transactions.

Which SPDR S&P Oil & Gas Equipment & Services ETF 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: Janney Capital Management LLC ($63.95K), Janney Montgomery Scott LLC ($4.67K), Barometer Capital Management Inc. ($4.60K), and Avior Wealth Management LLC ($345.00).

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

Institutional investors have sold a total of 73,560 shares in the last 24 months. This volume of shares sold represents approximately $6.31M in transactions.



This page (NYSEARCA:XES) was last updated on 4/19/2025 by MarketBeat.com Staff
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