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

71 hedge funds and large institutions have $58.3M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.97% less ownership

Funds ownership: 32.74% → 31.77% (-0.97%)

5% less funds holding

Funds holding: 75 → 71 (-4)

14% less capital invested

Capital invested by funds: $67.8M → $58.3M (-$9.51M)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

36% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $1.61M

Holders
71
Holders Change
-4
Holders Change %
-5.33%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
24
Reduced
15
Closed
13
Calls
$1.03M
Puts
$1.61M
Net Calls
-$585K
Net Calls Change
-$41K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$10.2M
2
Goldman Sachs
Goldman Sachs
New York
+$3.86M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.09M
4
LPL Financial
LPL Financial
California
+$1.68M
5
I
INVST
Indiana
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$12.4M
2
Wells Fargo
Wells Fargo
California
-$9.24M
3
Morgan Stanley
Morgan Stanley
New York
-$589K
4
BCM
Barometer Capital Management
Ontario, Canada
-$554K
5
TRCT
Tower Research Capital (TRC)
New York
-$460K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
51
Hexagon Capital Partners
Arkansas
$9.42K – – –
HC
52
Hara Capital
Washington
$8.21K -$8.88K -115 -50%
CA
53
CoreCap Advisors
Michigan
$7.64K +$8.19K +106 +10,600%
Comerica Bank
54
Comerica Bank
Texas
$7.14K – – –
1NWS
55
1 North Wealth Services
Maryland
$6.07K +$6.57K +85 New
NA
56
NewEdge Advisors
Louisiana
$6.03K -$11.8K -153 -64%
VDBMI
57
Van Den Berg Management I
Texas
$5.07K +$2.63K +34 +92%
MCM
58
Manchester Capital Management
Vermont
$5K – – –
MCM
59
MAI Capital Management
Ohio
$4.64K – – –
CFO
60
CVA Family Office
Colorado
$4K – – –
PFM
61
Phillips Financial Management
Indiana
$3.57K – – –
GFPC
62
Global Financial Private Client
Florida
$3.21K – – –
EWA
63
EverSource Wealth Advisors
Alabama
$2.65K +$2.86K +37 New
FCMT
64
Founders Capital Management (Texas)
Texas
$2.35K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$2.28K – – –
MWA
66
Medallion Wealth Advisors
Connecticut
$2.24K – – –
KWM
67
Kiker Wealth Management
Georgia
$1.78K – – –
Citigroup
68
Citigroup
New York
$1.43K – – –
PCM
69
Perritt Capital Management
Illinois
$1.31K – – –
KFI
70
Key Financial Inc
Pennsylvania
$928 – – –
CIAS
71
CBIZ Investment Advisory Services
Ohio
$293 – – –
SIS
72
Sound Income Strategies
Florida
$14 – – –
BCM
73
Barometer Capital Management
Ontario, Canada
– -$554K -6,100 Closed
DAS
74
Diversify Advisory Services
Utah
– -$444K -5,446 Closed
TFCP
75
Twin Focus Capital Partners
Massachusetts
– -$296K -3,750 Closed
1 2
3
4

XES Hedge Fund Activity: Q1 2025 in Review

71 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q1 2025, worth a combined $58.3M — down 14% from $67.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of XES and 11 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 24 added.

The largest buyer was Bank of America, adding an estimated $10.2M. The largest seller was JP Morgan Chase, cutting an estimated $12.4M.

  • 71 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q1 2025, down from 75 in Q4 2024.
  • Funds reported $58.3M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q1 2025, down 14% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q1 2025 and 13 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q1 2025 was Bank of America, an estimated $10.2M added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q1 2025 was JP Morgan Chase, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2025.