SPDR OIL & GAS EQUIP & SERV (XES) Institutional Shareholders
SPDR OIL & GAS EQUIP & SERV (XES) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $226.39M in XES holdings during the latest filing period.
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 $49.93M, representing an estimated gain of +3.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% 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
87
Total Reported Value
$226.39M
Largest Holder
Morgan Stanley
Largest Position
$48.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
121
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 | $49,930,783 | +$1,885,971 | +3.93% | |
| New Harbor Financial Group, Llc | 6.62% | 371,274 | $41,612,390 | $43,245,996 | +$1,633,606 | +3.93% | |
| Two Sigma Investments, Lp | 0.02% | 186,390 | $20,890,591 | $21,710,707 | +$820,116 | +3.93% | |
| Lpl Financial Llc | 0.00% | 127,277 | $14,265,248 | $14,825,225 | +$559,977 | +3.93% | |
| Goldman Sachs Group Inc | 0.00% | 101,414 | $11,366,481 | $11,812,703 | +$446,222 | +3.93% | |
| Wells Fargo & Company/Mn | 0.00% | 78,827 | $8,834,918 | $9,181,769 | +$346,851 | +3.93% | |
| Raymond James Financial Inc | 0.00% | 74,647 | $8,366,470 | $8,694,883 | +$328,413 | +3.93% | |
| Trek Financial, Llc | 0.36% | 64,015 | $7,174,801 | $7,456,467 | +$281,666 | +3.93% | |
| Black Swift Group, Llc | 1.02% | 62,955 | $7,056,004 | $7,332,998 | +$276,994 | +3.93% | |
| Susquehanna International Group, Llp | 0.01% | 55,247 | $6,192,083 | $6,435,171 | +$243,088 | +3.93% | |
| Ubs Group Ag | 0.00% | 46,842 | $5,250,052 | $5,456,156 | +$206,104 | +3.93% | |
| Bank Of America Corp | 0.00% | 43,363 | $4,860,157 | $5,050,922 | +$190,765 | +3.93% | |
| Tower Research Capital Llc (Trc) | 0.11% | 39,769 | $4,457,310 | $4,632,293 | +$174,983 | +3.93% | |
| D. E. Shaw & Co., Inc. | 0.00% | 32,556 | $3,648,876 | $3,792,123 | +$143,247 | +3.93% | |
| Cwm, Llc | 0.01% | 30,519 | $3,550,333 | $3,554,853 | +$4,520 | +0.13% | |
| Royal Bank Of Canada | 0.00% | 30,808 | $3,453,000 | $3,588,516 | +$135,516 | +3.92% | |
| Flow Traders U.S. Llc | 0.13% | 27,344 | $3,065,000 | $3,185,029 | +$120,029 | +3.92% | |
| Cetera Investment Advisers | 0.00% | 21,222 | $2,378,580 | $2,471,939 | +$93,359 | +3.92% | |
| Blair William & Co/Il | 0.01% | 19,166 | $2,148,073 | $2,232,456 | +$84,383 | +3.93% | |
| Bcs Private Wealth Management, Inc. | 0.62% | 18,400 | $2,062,272 | $2,143,232 | +$80,960 | +3.93% | |
| Meridian Investment Counsel Inc. | 0.37% | 15,295 | $1,714,264 | $1,781,562 | +$67,298 | +3.93% | |
| Invst, Llc | 0.16% | 14,676 | $1,644,920 | $1,709,460 | +$64,540 | +3.92% | |
| Stifel Financial Corp | 0.00% | 9,731 | $1,090,749 | $1,133,467 | +$42,718 | +3.92% | |
| Wealthfront Advisers Llc | 0.00% | 9,615 | $1,077,649 | $1,119,955 | +$42,306 | +3.93% | |
| Financial Management Professionals, Inc. | 0.09% | 8,856 | $992,580 | $1,031,547 | +$38,967 | +3.93% | |
| Jane Street Group, Llc | 0.00% | 8,071 | $904,597 | $940,110 | +$35,513 | +3.93% | |
| Envestnet Asset Management Inc | 0.00% | 7,561 | $847,476 | $880,705 | +$33,229 | +3.92% | |
| Hrt Financial Lp | 0.00% | 7,271 | $814,000 | $846,926 | +$32,926 | +4.04% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 6,812 | $763,489 | $793,462 | +$29,973 | +3.93% | |
| &Partners | 0.00% | 5,796 | $649,581 | $675,118 | +$25,537 | +3.93% | |
| Qube Research & Technologies Ltd | 0.00% | 5,681 | $636,726 | $661,723 | +$24,997 | +3.93% | |
| Osaic Holdings, Inc. | 0.00% | 5,611 | $628,966 | $653,569 | +$24,603 | +3.91% | |
| Two Sigma Securities, Llc | 0.05% | 5,051 | $566,116 | $588,340 | +$22,224 | +3.93% | |
| Rockefeller Capital Management L.P. | 0.00% | 4,973 | $557,374 | $579,255 | +$21,881 | +3.93% | |
| Horizon Kinetics Asset Management Llc | 0.01% | 4,305 | $482,504 | $501,446 | +$18,942 | +3.93% | |
| Mml Investors Services, Llc | 0.00% | 4,014 | $449,843 | $467,551 | +$17,708 | +3.94% | |
| Keystone Financial Group | 0.02% | 3,283 | $367,985 | $382,404 | +$14,419 | +3.92% | |
| Beacon Pointe Advisors, Llc | 0.00% | 2,924 | $327,709 | $340,588 | +$12,879 | +3.93% | |
| Concorde Financial Corp | 0.23% | 2,571 | $288,158 | $299,470 | +$11,312 | +3.93% | |
| Concurrent Investment Advisors, Llc | 0.00% | 2,270 | $254,422 | $264,410 | +$9,988 | +3.93% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2,197 | $246,240 | $255,907 | +$9,667 | +3.93% | |
| Trademark Financial Management, Llc | 0.10% | 2,160 | $242,093 | $251,597 | +$9,504 | +3.93% | |
| Onedigital Investment Advisors Llc | 0.00% | 2,133 | $239,022 | $248,452 | +$9,430 | +3.95% | |
| Corecam Pte. Ltd. | 0.08% | 2,000 | $224,160 | $232,960 | +$8,800 | +3.93% | |
| Capital Investment Advisory Services, Llc | 0.01% | 1,880 | $210,710 | $218,982 | +$8,272 | +3.93% | |
| Prosperity Consulting Group, Llc | 0.01% | 1,843 | $206,563 | $214,673 | +$8,110 | +3.93% | |
| Truist Financial Corp | 0.00% | 1,831 | $205,218 | $213,275 | +$8,057 | +3.93% | |
| Summittx Capital, L.P. | 0.00% | 1,098 | $123,064 | $127,895 | +$4,831 | +3.93% | |
| Jpmorgan Chase & Co | 0.00% | 1,004 | $112,584 | $116,946 | +$4,362 | +3.87% | |
| Blackrock, Inc. | 0.00% | 939 | $105,243 | $109,375 | +$4,132 | +3.93% |
Frequently asked questions about XES
Who owns the most XES stock?
The largest holders of XES are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR OIL & GAS EQUIP & SERV (XES).
Is XES widely held by superinvestors?
Many widely followed stocks like XES appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XES is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.