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State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES

89 hedge funds and large institutions have $180M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more capital invested

Capital invested by funds: $91M → $180M (+$88.7M)

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

13% more funds holding

Funds holding: 79 → 89 (+10)

9.63% more ownership

Funds ownership: 32.56% → 42.18% (+9.6%)

43% less call options, than puts

Call options by funds: $1.7M | Put options by funds: $3M

Holders
89
Holders Change
+10
Holders Change %
+12.66%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
30
Reduced
19
Closed
12
Calls
$1.7M
Puts
$3M
Net Calls
-$1.3M
Net Calls Change
-$1.62M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$20.4M
2
Ameriprise
Ameriprise
Minnesota
+$16.2M
3
PA
PFG Advisors
Arizona
+$6.06M
4
RJA
Raymond James & Associates
Florida
+$4.57M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.98M

Top Sellers

Rank Fund Capital Flow
1
PFS
Prospera Financial Services
Texas
-$3.45M
2
Goldman Sachs
Goldman Sachs
New York
-$3.34M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.08M
4
HF
HRT Financial
New York
-$2.05M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.41M +$898K +9,716 +194%
Renaissance Technologies
27
Renaissance Technologies
New York
$1.25M +$1.21M +13,100 New
HF
28
HRT Financial
New York
$1.25M -$2.05M -22,143 -63%
CA
29
Cetera Advisors
Colorado
$1.18M -$37.4K -404 -3%
GIA
30
Gladstone Institutional Advisory
Florida
$1.18M +$1.14M +12,325 New
AI
31
ArchPoint Investors
Florida
$1.1M – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.09M -$1.26M -13,593 -54%
FSA
33
Financial Sense Advisors
California
$1.05M -$451K -4,881 -31%
BWM
34
BigSur Wealth Management
Florida
$1.03M +$992K +10,725 New
OPOWM
35
One Plus One Wealth Management
Florida
$995K -$82.6K -893 -8%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$974K +$44.3K +479 +5%
CW
37
Connectus Wealth
Ohio
$908K +$877K +9,485 New
Truist Financial
38
Truist Financial
North Carolina
$895K +$483K +5,223 +127%
BCM
39
Barometer Capital Management
Ontario, Canada
$881K -$74K -800 -8%
AAS
40
Avantax Advisory Services
Texas
$797K +$92.9K +1,005 +14%
OIA
41
OneDigital Investment Advisors
Kansas
$733K -$9.62K -104 -1%
SWM
42
SFG Wealth Management
Maryland
$722K +$435K +4,700 +166%
PAG
43
Private Advisor Group
New Jersey
$533K -$58.7K -635 -10%
Wealthfront Advisers
44
Wealthfront Advisers
California
$490K -$739K -7,994 -61%
T
45
TRUADVICE
Florida
$486K +$531K +5,745 New
SEP
46
Southland Equity Partners
Missouri
$464K +$109K +1,178 +32%
CI
47
CX Institutional
Indiana
$445K +$430K +4,645 New
TFCP
48
Twin Focus Capital Partners
Massachusetts
$440K – – –
KFGK
49
Keystone Financial Group (Kentucky)
Kentucky
$434K -$4.16K -45 -1%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$391K – – –
1
2
3 4 5

XES Hedge Fund Activity: Q3 2023 in Review

89 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q3 2023, worth a combined $180M — up 97% from $91M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XES positions and 12 closed out — a net gain of 11 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.4M. The largest seller was Prospera Financial Services, exiting entirely with an estimated $3.45M sold.

  • 89 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q3 2023, up from 79 in Q2 2023.
  • Funds reported $180M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q3 2023, up 97% quarter-over-quarter.
  • 23 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q3 2023 and 12 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q3 2023 was Morgan Stanley, an estimated $20.4M added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q3 2023 was Prospera Financial Services, an estimated $3.45M sold.

Based on aggregated 13F filings for Q3 2023.