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

66 hedge funds and large institutions have $40.7M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

10% less call options, than puts

Call options by funds: $971K | Put options by funds: $1.08M

3.51% less ownership

Funds ownership: 31.77%28.26% (-3.5%)

7% less funds holding

Funds holding: 7166 (-5)

30% less capital invested

Capital invested by funds: $58.3M → $40.7M (-$17.6M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
18
Reduced
16
Closed
13
Calls
$971K
Puts
$1.08M
Net Calls
-$107K
Net Calls Change
+$478K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.98M +$530K +8,580 +10%
LPL Financial
2
LPL Financial
California
$5.49M +$2.02M +32,764 +61%
Goldman Sachs
3
Goldman Sachs
New York
$3.41M +$232K +3,750 +7%
Bank of America
4
Bank of America
North Carolina
$3.35M -$7.2M -116,647 -69%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.93M +$766K +12,404 +37%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.7M +$1.66M +26,920 +172%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.99M +$1.59M +25,695 +457%
Wells Fargo
8
Wells Fargo
California
$1.51M -$1.73M -28,007 -54%
FTUS
9
Flow Traders U.S.
New York
$1.27M +$1.04M +16,796 +510%
AGC
10
Aspen Grove Capital
Colorado
$1.26M +$7.53K +122 +0.6%
MIC
11
Meridian Investment Counsel
California
$1.14M +$23.2K +375 +2%
I
12
INVST
Indiana
$1.03M +$6.61K +107 +0.7%
PCS
13
Private Client Services
Kentucky
$953K +$204K +3,307 +28%
UBS Group
14
UBS Group
Switzerland
$789K -$1.48M -23,945 -66%
PAG
15
Private Advisor Group
New Jersey
$773K +$207K +3,346 +38%
SWA
16
Stratos Wealth Advisors
Ohio
$673K +$655K +10,605 New
HKAM
17
Horizon Kinetics Asset Management
New York
$615K -$246K -3,989 -29%
FSA
18
Financial Sense Advisors
California
$555K -$67.9K -1,100 -11%
BAM
19
Belpointe Asset Management
Nevada
$485K -$39.5K -640 -8%
BPWM
20
BCS Private Wealth Management
New Jersey
$438K +$426K +6,900 New
GS
21
GTS Securities
New York
$424K -$506K -8,198 -55%
Wealthfront Advisers
22
Wealthfront Advisers
California
$382K +$26K +421 +8%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$369K -$33K -534 -8%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$341K +$137K +2,225 +71%
OIA
25
OneDigital Investment Advisors
Kansas
$316K -$24.6K -398 -7%

XES Hedge Fund Activity: Q2 2025 in Review

66 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q2 2025, worth a combined $40.7M — down 30% from $58.3M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of XES and 8 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 18 added.

The largest buyer was LPL Financial, adding an estimated $2.02M. The largest seller was Bank of America, cutting an estimated $7.2M.

  • 66 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q2 2025, down from 71 in Q1 2025.
  • Funds reported $40.7M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q2 2025, down 30% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q2 2025 and 13 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q2 2025 was LPL Financial, an estimated $2.02M added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q2 2025 was Bank of America, an estimated $7.2M sold.

Based on aggregated 13F filings for Q2 2025.