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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
Wells Fargo
1
Wells Fargo
California
$13.5M +$12.7M +155,617 +989%
JP Morgan Chase
2
JP Morgan Chase
New York
$12.8M +$10.9M +133,772 +470%
Morgan Stanley
3
Morgan Stanley
New York
$7.36M +$1.16M +14,308 +18%
OPOWM
4
One Plus One Wealth Management
Florida
$4.6M -$88.4K -1,086 -2%
Bank of America
5
Bank of America
North Carolina
$2.97M +$969K +11,901 +46%
LPL Financial
6
LPL Financial
California
$2.52M -$216K -2,652 -8%
UBS Group
7
UBS Group
Switzerland
$2.45M +$159K +1,953 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.98M +$780K +9,581 +62%
Citadel Advisors
9
Citadel Advisors
Florida
$1.76M +$276K +3,387 +18%
AGC
10
Aspen Grove Capital
Colorado
$1.56M +$6.02K +74 +0.4%
HKAM
11
Horizon Kinetics Asset Management
New York
$1.32M -$51.9K -638 -4%
MIC
12
Meridian Investment Counsel
California
$1.27M +$537K +6,600 +69%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.12M +$60.5K +743 +6%
GS
14
GTS Securities
New York
$993K +$1.02M +12,579 New
PCS
15
Private Client Services
Kentucky
$923K +$952K +11,697 New
Raymond James Financial
16
Raymond James Financial
Florida
$778K +$803K +9,861 New
FSA
17
Financial Sense Advisors
California
$775K -$19.4K -238 -2%
PAG
18
Private Advisor Group
New Jersey
$733K -$219K -2,688 -22%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$730K -$446K -5,485 -37%
TRCT
20
Tower Research Capital (TRC)
New York
$625K -$899K -11,043 -58%
BCM
21
Barometer Capital Management
Ontario, Canada
$554K +$496K +6,100 New
OIA
22
OneDigital Investment Advisors
Kansas
$466K -$256K -3,143 -35%
Wealthfront Advisers
23
Wealthfront Advisers
California
$466K -$3.5K -43 -0.7%
PCG
24
Prosperity Consulting Group
Maryland
$456K -$135K -1,658 -22%
DAS
25
Diversify Advisory Services
Utah
$444K -$320K -3,931 -42%

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.