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

75 hedge funds and large institutions have $67.8M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $56.9M → $67.8M (+$10.8M)

5.29% more ownership

Funds ownership: 27.44%32.74% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

3% less funds holding

Funds holding: 7775 (-2)

39% less call options, than puts

Call options by funds: $837K | Put options by funds: $1.38M

44% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 27

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
15
Reduced
27
Closed
11
Calls
$837K
Puts
$1.38M
Net Calls
-$544K
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$412K -$8.06K -99 -2%
HGERS
27
Householder Group Estate & Retirement Specialist
Arizona
$368K +$380K +4,675 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$314K -$1.65M -20,334 -84%
KFGK
29
Keystone Financial Group (Kentucky)
Kentucky
$312K -$1.63K -20 -0.5%
TFCP
30
Twin Focus Capital Partners
Massachusetts
$296K -$68.8K -845 -18%
OMC
31
Overbrook Management Corp
New York
$293K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$292K -$114K -1,398 -27%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$275K +$44K +541 +18%
FTUS
34
Flow Traders U.S.
New York
$235K -$60.9K -748 -20%
PFS
35
Prospera Financial Services
Texas
$224K -$12.6K -155 -5%
PFA
36
Pettinga Financial Advisors
Indiana
$223K +$230K +2,825 New
Stifel Financial
37
Stifel Financial
Missouri
$211K +$218K +2,678 New
PA
38
PFG Advisors
Arizona
$209K -$5.7K -70 -3%
CF
39
Concorde Financial
Texas
$203K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$128K -$25.6K -314 -16%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$103K
Osaic Holdings
42
Osaic Holdings
Arizona
$68.2K -$21.8K -268 -24%
HI
43
Harbour Investments
Wisconsin
$57.4K -$3.17K -39 -5%
PTC
44
Private Trust Company
Ohio
$51.3K
William Blair & Company
45
William Blair & Company
Illinois
$50.4K
WT
46
Whittier Trust
California
$50.3K
Fidelity Investments
47
Fidelity Investments
Massachusetts
$46.3K -$651 -8 -1%
SWM
48
Spire Wealth Management
Virginia
$23.1K +$81 +1 +0.3%
NA
49
NewEdge Advisors
Louisiana
$18.7K +$81 +1 +0.4%
HC
50
Hara Capital
Washington
$18.2K +$9.36K +115 +100%

XES Hedge Fund Activity: Q4 2024 in Review

75 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q4 2024, worth a combined $67.8M — up 19% from $56.9M a quarter earlier.

Fund positioning in XES was balanced in Q4 2024: 11 funds opened new positions, 11 closed out, 15 added to existing stakes and 27 trimmed.

The largest buyer was Wells Fargo, adding an estimated $12.7M. The largest seller was Goldman Sachs, exiting entirely with an estimated $8.96M sold.

  • 75 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q4 2024, down from 77 in Q3 2024.
  • Funds reported $67.8M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q4 2024, up 19% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q4 2024 and 11 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q4 2024 was Wells Fargo, an estimated $12.7M added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q4 2024 was Goldman Sachs, an estimated $8.96M sold.

Based on aggregated 13F filings for Q4 2024.