XES Institutional Ownership & Shareholders
SPDR OIL & GAS EQUIP & SERV (XES) is currently held by 82 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $212.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of XES tracked by InsiderSet, reporting ownership valued at approximately $48.04M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $49.12M, representing an estimated gain of +2.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed XES value among the investors covered in this analysis. Major shareholders include Morgan Stanley, New Harbor Financial Group, Llc, Two Sigma Investments, Lp, and several other long-term asset managers with concentrated positions in SPDR OIL & GAS EQUIP & SERV (XES).
This page ranks the largest institutional XES shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
82
Total Reported Value
$212.75M
Largest Holder
Morgan Stanley
Largest Position
$48.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 428,664 | $48,044,812 | $49,120,608 | +$1,075,796 | +2.24% | |
| New Harbor Financial Group, Llc | 5.35% | 324,141 | $34,851,653 | $37,143,317 | +$2,291,664 | +6.58% | |
| Two Sigma Investments, Lp | 0.02% | 186,390 | $20,890,591 | $21,358,430 | +$467,839 | +2.24% | |
| Lpl Financial Llc | 0.00% | 127,277 | $14,265,248 | $14,584,671 | +$319,423 | +2.24% | |
| Goldman Sachs Group Inc | 0.00% | 101,414 | $11,366,481 | $11,621,030 | +$254,549 | +2.24% | |
| Wells Fargo & Company/Mn | 0.00% | 78,827 | $8,834,918 | $9,032,786 | +$197,868 | +2.24% | |
| Raymond James Financial Inc | 0.00% | 74,647 | $8,366,470 | $8,553,800 | +$187,330 | +2.24% | |
| Black Swift Group, Llc | 1.02% | 62,955 | $7,056,004 | $7,214,013 | +$158,009 | +2.24% | |
| Susquehanna International Group, Llp | 0.01% | 55,247 | $6,192,083 | $6,330,754 | +$138,671 | +2.24% | |
| Ubs Group Ag | 0.00% | 46,842 | $5,250,052 | $5,367,625 | +$117,573 | +2.24% | |
| Bank Of America Corp | 0.00% | 43,363 | $4,860,157 | $4,968,966 | +$108,809 | +2.24% | |
| Tower Research Capital Llc (Trc) | 0.11% | 39,769 | $4,457,310 | $4,557,130 | +$99,820 | +2.24% | |
| D. E. Shaw & Co., Inc. | 0.00% | 32,556 | $3,648,876 | $3,730,592 | +$81,716 | +2.24% | |
| Cwm, Llc | 0.01% | 30,519 | $3,550,333 | $3,497,172 | -$53,161 | -1.50% | |
| Royal Bank Of Canada | 0.00% | 30,808 | $3,453,000 | $3,530,289 | +$77,289 | +2.24% | |
| Flow Traders U.S. Llc | 0.13% | 27,344 | $3,065,000 | $3,133,349 | +$68,349 | +2.23% | |
| Cetera Investment Advisers | 0.00% | 21,222 | $2,378,580 | $2,431,829 | +$53,249 | +2.24% | |
| Blair William & Co/Il | 0.01% | 19,166 | $2,148,073 | $2,196,232 | +$48,159 | +2.24% | |
| Bcs Private Wealth Management, Inc. | 0.62% | 18,400 | $2,062,272 | $2,108,456 | +$46,184 | +2.24% | |
| Invst, Llc | 0.16% | 14,676 | $1,644,920 | $1,681,723 | +$36,803 | +2.24% | |
| Financial Management Professionals, Inc. | 0.13% | 12,870 | $1,383,782 | $1,474,773 | +$90,991 | +6.58% | |
| Meridian Investment Counsel Inc. | 0.30% | 11,954 | $1,285,294 | $1,369,809 | +$84,515 | +6.58% | |
| Stifel Financial Corp | 0.00% | 9,731 | $1,090,749 | $1,115,075 | +$24,326 | +2.23% | |
| Wealthfront Advisers Llc | 0.00% | 9,615 | $1,077,649 | $1,101,783 | +$24,134 | +2.24% | |
| Jane Street Group, Llc | 0.00% | 8,071 | $904,597 | $924,856 | +$20,259 | +2.24% | |
| Envestnet Asset Management Inc | 0.00% | 7,561 | $847,476 | $866,415 | +$18,939 | +2.23% | |
| Hrt Financial Lp | 0.00% | 7,271 | $814,000 | $833,184 | +$19,184 | +2.36% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 6,812 | $763,489 | $780,587 | +$17,098 | +2.24% | |
| &Partners | 0.00% | 5,796 | $649,581 | $664,164 | +$14,583 | +2.24% | |
| Qube Research & Technologies Ltd | 0.00% | 5,681 | $636,726 | $650,986 | +$14,260 | +2.24% | |
| Osaic Holdings, Inc. | 0.00% | 5,611 | $628,966 | $642,964 | +$13,998 | +2.23% | |
| Two Sigma Securities, Llc | 0.05% | 5,051 | $566,116 | $578,794 | +$12,678 | +2.24% | |
| Rockefeller Capital Management L.P. | 0.00% | 4,973 | $557,374 | $569,856 | +$12,482 | +2.24% | |
| Farther Finance Advisors, Llc | 0.00% | 4,522 | $486,205 | $518,176 | +$31,971 | +6.58% | |
| Horizon Kinetics Asset Management Llc | 0.01% | 4,305 | $482,504 | $493,310 | +$10,806 | +2.24% | |
| Mml Investors Services, Llc | 0.00% | 4,014 | $449,843 | $459,964 | +$10,121 | +2.25% | |
| Concurrent Investment Advisors, Llc | 0.00% | 3,743 | $402,490 | $428,910 | +$26,420 | +6.56% | |
| Keystone Financial Group | 0.02% | 3,283 | $367,985 | $376,199 | +$8,214 | +2.23% | |
| Beacon Pointe Advisors, Llc | 0.00% | 2,924 | $327,709 | $335,061 | +$7,352 | +2.24% | |
| Concorde Financial Corp | 0.23% | 2,571 | $288,158 | $294,611 | +$6,453 | +2.24% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2,197 | $246,240 | $251,754 | +$5,514 | +2.24% | |
| Truist Financial Corp | 0.00% | 2,260 | $242,995 | $258,973 | +$15,978 | +6.58% | |
| Onedigital Investment Advisors Llc | 0.00% | 2,133 | $239,022 | $244,420 | +$5,398 | +2.26% | |
| Trademark Financial Management, Llc | 0.09% | 2,160 | $232,243 | $247,514 | +$15,271 | +6.58% | |
| Prosperity Consulting Group, Llc | 0.01% | 1,843 | $206,563 | $211,189 | +$4,626 | +2.24% | |
| Capital Investment Advisory Services, Llc | 0.01% | 1,880 | $202,138 | $215,429 | +$13,291 | +6.58% | |
| Summittx Capital, L.P. | 0.00% | 1,098 | $123,064 | $125,820 | +$2,756 | +2.24% | |
| Jpmorgan Chase & Co | 0.00% | 1,004 | $112,584 | $115,048 | +$2,464 | +2.19% | |
| Blackrock, Inc. | 0.00% | 939 | $105,243 | $107,600 | +$2,357 | +2.24% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 825 | $92,473 | $94,537 | +$2,064 | +2.23% |
Frequently asked questions about XES
Who are the largest institutional holders of XES?
The largest institutional holders of XES reported in the latest SEC Form 13F filings include Morgan Stanley, New Harbor Financial Group, Llc, Two Sigma Investments, Lp, Lpl Financial Llc, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported XES position.
What is XES institutional ownership?
This page tracks XES positions reported by institutional investment managers through SEC Form 13F. SPDR OIL & GAS EQUIP & SERV (XES) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XES?
InsiderSet currently tracks 82 institutional managers reporting XES holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XES shareholders.
How much XES stock do institutions own?
Institutional investment managers disclosed approximately $212.75M in XES holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XES institutional ownership last updated?
The latest XES institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XES holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XES position after the reporting date.
Are institutions buying or selling XES?
Institutional buying and selling can be analyzed by comparing XES positions across consecutive 13F reporting periods. InsiderSet's XES Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XES ownership changes.
How has XES institutional ownership changed over time?
InsiderSet tracks XES institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.