We are live on ! Find out more
XES icon

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

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: 11 (0)

0.97% less ownership

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

5% less funds holding

Funds holding: 7571 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$12.1M +$10.2M +131,742 +350%
Morgan Stanley
2
Morgan Stanley
New York
$6.11M -$589K -7,624 -8%
OPOWM
3
One Plus One Wealth Management
Florida
$4.42M +$290K +3,748 +6%
LPL Financial
4
LPL Financial
California
$3.83M +$1.68M +21,760 +68%
Wells Fargo
5
Wells Fargo
California
$3.69M -$9.24M -119,578 -70%
Goldman Sachs
6
Goldman Sachs
New York
$3.57M +$3.86M +50,001 New
Citadel Advisors
7
Citadel Advisors
Florida
$3.52M +$2.09M +27,021 +121%
UBS Group
8
UBS Group
Switzerland
$2.6M +$417K +5,394 +17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.41M +$676K +8,745 +35%
AGC
10
Aspen Grove Capital
Colorado
$1.41M +$6.72K +87 +0.4%
MIC
11
Meridian Investment Counsel
California
$1.25M +$108K +1,400 +9%
I
12
INVST
Indiana
$1.15M +$1.25M +16,134 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.11M +$113K +1,467 +10%
MIM
14
Marshall Investment Management
Colorado
$1.07M +$1.16M +15,010 New
GS
15
GTS Securities
New York
$1.06M +$178K +2,303 +18%
HKAM
16
Horizon Kinetics Asset Management
New York
$977K -$233K -3,018 -18%
PCS
17
Private Client Services
Kentucky
$836K +$1.7K +22 +0.2%
FSA
18
Financial Sense Advisors
California
$703K +$2.4K +31 +0.3%
PAG
19
Private Advisor Group
New Jersey
$630K -$34.9K -452 -5%
BAM
20
Belpointe Asset Management
Nevada
$592K +$641K +8,291 New
QC
21
Quadrature Capital
United Kingdom
$466K +$505K +6,534 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$453K -$224K -2,903 -31%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$401K +$127K +1,646 +41%
Wealthfront Advisers
24
Wealthfront Advisers
California
$399K -$23.8K -308 -5%
OIA
25
OneDigital Investment Advisors
Kansas
$384K -$40.9K -529 -9%

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.