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

72 hedge funds and large institutions have $120M invested in State Street SPDR S&P Oil & Gas Equipment & Services ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more capital invested

Capital invested by funds: $48.5M → $120M (+$71.5M)

68% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $1.34M

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

16.66% more ownership

Funds ownership: 30.28%46.94% (+17%)

4% more funds holding

Funds holding: 6972 (+3)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
16
Reduced
19
Closed
10
Calls
$2.26M
Puts
$1.34M
Net Calls
+$918K
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NHFG
1
New Harbor Financial Group
Massachusetts
$30M +$28.9M +365,766 New
Raymond James Financial
2
Raymond James Financial
Florida
$20.8M +$15.4M +194,258 +328%
Morgan Stanley
3
Morgan Stanley
New York
$14.8M +$8.5M +107,416 +148%
Goldman Sachs
4
Goldman Sachs
New York
$10.2M +$5.52M +69,820 +128%
BSG
5
Black Swift Group
Colorado
$5.94M +$5.74M +72,505 New
LPL Financial
6
LPL Financial
California
$5.32M +$882K +11,148 +21%
Bank of America
7
Bank of America
North Carolina
$4.43M -$74.1K -937 -2%
Wells Fargo
8
Wells Fargo
California
$3.04M +$1.29M +16,272 +78%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.58M +$464K +5,872 +23%
TF
10
Trek Financial
Arizona
$2.22M +$70.2K +887 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.13M -$93.3K -1,179 -4%
FTUS
12
Flow Traders U.S.
New York
$2.02M -$11.2K -141 -0.6%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$1.99M +$1.65M +20,848 +616%
MIC
14
Meridian Investment Counsel
California
$1.39M -$63.3K -800 -5%
BPWM
15
BCS Private Wealth Management
New Jersey
$1.39M +$1.34M +16,900 New
I
16
INVST
Indiana
$1.34M -$9.41K -119 -0.7%
Citadel Advisors
17
Citadel Advisors
Florida
$1.06M -$1.58M -19,976 -61%
UBS Group
18
UBS Group
Switzerland
$993K -$38.2K -483 -4%
TRCT
19
Tower Research Capital (TRC)
New York
$898K -$1.13M -14,334 -57%
AGC
20
Aspen Grove Capital
Colorado
$891K -$723K -9,135 -46%
PAG
21
Private Advisor Group
New Jersey
$824K -$162K -2,050 -17%
FGC
22
First Growth Capital
Maryland
$590K +$427K +5,396 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$501K -$2.93M -37,063 -86%
Stifel Financial
24
Stifel Financial
Missouri
$487K +$470K +5,946 New
Wealthfront Advisers
25
Wealthfront Advisers
California
$473K +$6.57K +83 +1%

XES Hedge Fund Activity: Q4 2025 in Review

72 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) for Q4 2025, worth a combined $120M — up 147% from $48.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XES positions and 10 closed out — a net gain of 3 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was New Harbor Financial Group, opening a new position worth an estimated $28.9M. The largest seller was Susquehanna International Group, cutting an estimated $2.93M.

  • 72 institutional investors held State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) as of Q4 2025, up from 69 in Q3 2025.
  • Funds reported $120M of State Street SPDR S&P Oil & Gas Equipment & Services ETF stock for Q4 2025, up 147% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Oil & Gas Equipment & Services ETF positions in Q4 2025 and 10 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF buyer in Q4 2025 was New Harbor Financial Group, an estimated $28.9M added.
  • The largest State Street SPDR S&P Oil & Gas Equipment & Services ETF seller in Q4 2025 was Susquehanna International Group, an estimated $2.93M sold.

Based on aggregated 13F filings for Q4 2025.