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

77 hedge funds and large institutions have $56.9M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $3.55M | Put options by funds: $2.07M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 8677 (-9)

15.75% less ownership

Funds ownership: 43.19%27.44% (-16%)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

47% less capital invested

Capital invested by funds: $107M → $56.9M (-$50.2M)

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

Holders
77
Holders Change
-9
Holders Change %
-10.47%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
17
Reduced
26
Closed
19
Calls
$3.55M
Puts
$2.07M
Net Calls
+$1.49M
Net Calls Change
+$487K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$42.2K
HR
52
Howe & Rusling
New York
$31.8K +$34.4K +394 New
AWM
53
Avior Wealth Management
Nebraska
$28.4K -$30.1K -345 -49%
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$25K
SWM
55
Spire Wealth Management
Virginia
$23.6K +$87 +1 +0.3%
RFA
56
Register Financial Advisors
Georgia
$19.6K
NA
57
NewEdge Advisors
Louisiana
$19.1K +$87 +1 +0.4%
DSC
58
Duncker Streett & Co
Missouri
$16.2K
SFFS
59
Stonehage Fleming Financial Services
Jersey
$16.2K
WCM
60
Winthrop Capital Management
Indiana
$16K
HCP
61
Hexagon Capital Partners
Arkansas
$10.7K
MCM
62
Manchester Capital Management
Vermont
$9.69K
HC
63
Hara Capital
Washington
$9.29K +$10K +115 New
CA
64
CoreCap Advisors
Michigan
$8.64K +$9.25K +106 +10,600%
Comerica Bank
65
Comerica Bank
Texas
$8.08K -$13.8K -158 -61%
CFO
66
CVA Family Office
Colorado
$4.52K
PFM
67
Phillips Financial Management
Indiana
$4.04K
GFPC
68
Global Financial Private Client
Florida
$3.63K
VDBMI
69
Van Den Berg Management I
Texas
$2.99K
FCMT
70
Founders Capital Management (Texas)
Texas
$2.67K
SPIA
71
Steward Partners Investment Advisory
New York
$2.58K
FFA
72
Founders Financial Alliance
North Carolina
$2.02K
Citigroup
73
Citigroup
New York
$1.61K
PCM
74
Perritt Capital Management
Illinois
$1.47K
KFI
75
Key Financial Inc
Pennsylvania
$1.05K

XES Hedge Fund Activity: Q3 2024 in Review

77 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q3 2024, worth a combined $56.9M — down 47% from $107M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of XES and 10 opened new positions — a net loss of 9 holders — while 26 trimmed existing stakes and 17 added.

The largest buyer was Goldman Sachs, adding an estimated $2.96M. The largest seller was Canoe Financial, exiting entirely with an estimated $17M sold.

  • 77 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q3 2024, down from 86 in Q2 2024.
  • Funds reported $56.9M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q3 2024, down 47% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q3 2024 and 19 closed out, a net change of -9 holders.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q3 2024 was Goldman Sachs, an estimated $2.96M added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q3 2024 was Canoe Financial, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2024.