We are live on ! Find out more
XES icon

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 β†’ $67.8M (+$10.8M)

5.29% more ownership

Funds ownership: 27.44% β†’ 32.74% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 β†’ 1 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

3% less funds holding

Funds holding: 77 β†’ 75 (-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
WCM
51
Winthrop Capital Management
Indiana
$16K – – –
DSC
52
Duncker Streett & Co
Missouri
$15.8K – – –
SFFS
53
Stonehage Fleming Financial Services
Jersey
$15.8K – – –
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$14.1K -$9.69K -119 -40%
HCP
55
Hexagon Capital Partners
Arkansas
$10.4K – – –
GRP
56
Global Retirement Partners
California
$8.47K -$33.8K -415 -80%
Comerica Bank
57
Comerica Bank
Texas
$7.89K – – –
MCM
58
Manchester Capital Management
Vermont
$5.53K -$4.07K -50 -42%
MCM
59
MAI Capital Management
Ohio
$5.13K +$5.29K +65 New
CFO
60
CVA Family Office
Colorado
$4.42K – – –
PFM
61
Phillips Financial Management
Indiana
$3.95K – – –
GFPC
62
Global Financial Private Client
Florida
$3.55K – – –
VDBMI
63
Van Den Berg Management I
Texas
$2.92K – – –
FCMT
64
Founders Capital Management (Texas)
Texas
$2.6K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$2.52K – – –
T
66
Transce3nd
Texas
$2.52K +$2.6K +32 New
MWA
67
Medallion Wealth Advisors
Connecticut
$2.45K +$2.52K +31 New
FFA
68
Founders Financial Alliance
North Carolina
$1.97K – – –
KWM
69
Kiker Wealth Management
Georgia
$1.97K +$2.04K +25 New
Citigroup
70
Citigroup
New York
$1.58K – – –
PCM
71
Perritt Capital Management
Illinois
$1.44K – – –
KFI
72
Key Financial Inc
Pennsylvania
$1.03K – – –
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$552 +$488 +6 +600%
CIAS
74
CBIZ Investment Advisory Services
Ohio
$324 – – –
CA
75
CoreCap Advisors
Michigan
$79 -$8.63K -106 -99%

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 β€” 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.