SPDR OIL & GAS EQUIP & SERV (XES) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $189.12M in XES holdings during the latest filing period.
New Harbor Financial Group, Llc is currently the largest disclosed institutional shareholder of XES tracked by InsiderSet, reporting ownership valued at approximately $42.63M in its March 31, 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 $42.35M, representing an estimated loss of -0.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed XES value among the investors covered in this analysis. Major shareholders include New Harbor Financial Group, Llc, Morgan Stanley, Goldman Sachs Group Inc, 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
91
Total Reported Value
$189.12M
Largest Holder
New Harbor Financial Group, Llc
Largest Position
$42.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
103
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| New Harbor Financial Group, Llc | 7.74% | 366,483 | $42,632,967 | $42,347,111 | -$285,856 | -0.67% | |
| Morgan Stanley | 0.00% | 242,470 | $28,206,546 | $28,017,409 | -$189,138 | -0.67% | |
| Goldman Sachs Group Inc | 0.00% | 116,248 | $13,523,130 | $13,432,456 | -$90,674 | -0.67% | |
| Raymond James Financial Inc | 0.00% | 97,417 | $11,332,442 | $11,256,534 | -$75,908 | -0.67% | |
| Wells Fargo & Company/Mn | 0.00% | 77,948 | $9,067,640 | $9,006,891 | -$60,749 | -0.67% | |
| Black Swift Group, Llc | 1.40% | 68,620 | $7,982,565 | $7,929,041 | -$53,524 | -0.67% | |
| Two Sigma Investments, Lp | 0.01% | 68,190 | $7,932,543 | $7,879,355 | -$53,189 | -0.67% | |
| Lpl Financial Llc | 0.00% | 67,142 | $7,810,575 | $7,758,258 | -$52,317 | -0.67% | |
| Robertson Stephens Wealth Management, Llc | 0.15% | 45,922 | $5,342,106 | $5,306,287 | -$35,819 | -0.67% | |
| Bank Of America Corp | 0.00% | 44,615 | $5,190,095 | $5,155,263 | -$34,832 | -0.67% | |
| Hightower Advisors, Llc | 0.01% | 44,063 | $5,125,963 | $5,091,480 | -$34,483 | -0.67% | |
| Susquehanna International Group, Llp | 0.01% | 37,911 | $4,410,186 | $4,380,616 | -$29,570 | -0.67% | |
| Vicus Capital | 0.31% | 36,361 | $4,229,852 | $4,201,514 | -$28,338 | -0.67% | |
| Cwm, Llc | 0.01% | 30,519 | $3,550,333 | $3,526,470 | -$23,863 | -0.67% | |
| Trek Financial, Llc | 0.17% | 27,668 | $3,218,618 | $3,197,037 | -$21,581 | -0.67% | |
| Cetera Investment Advisers | 0.00% | 22,617 | $2,631,074 | $2,613,394 | -$17,680 | -0.67% | |
| Meridian Investment Counsel Inc. | 0.55% | 19,775 | $2,300,426 | $2,285,001 | -$15,425 | -0.67% | |
| Bcs Private Wealth Management, Inc. | 0.65% | 18,400 | $2,140,472 | $2,126,120 | -$14,352 | -0.67% | |
| Ubs Group Ag | 0.00% | 18,140 | $2,110,226 | $2,096,077 | -$14,149 | -0.67% | |
| Quadrature Capital Ltd | 0.02% | 17,705 | $2,059,623 | $2,045,813 | -$13,810 | -0.67% | |
| Invst, Llc | 0.20% | 15,572 | $1,811,535 | $1,799,345 | -$12,190 | -0.67% | |
| Stifel Financial Corp | 0.00% | 11,062 | $1,286,826 | $1,278,214 | -$8,612 | -0.67% | |
| Royal Bank Of Canada | 0.00% | 10,319 | $1,200,000 | $1,192,360 | -$7,640 | -0.64% | |
| Summittx Capital, L.P. | 0.03% | 8,877 | $1,032,661 | $1,025,737 | -$6,924 | -0.67% | |
| Private Advisor Group, Llc | 0.00% | 8,626 | $1,003,465 | $996,734 | -$6,731 | -0.67% | |
| Integrated Wealth Concepts Llc | 0.01% | 8,380 | $974,848 | $968,309 | -$6,539 | -0.67% | |
| Wealthfront Advisers Llc | 0.00% | 6,638 | $772,199 | $767,021 | -$5,178 | -0.67% | |
| Horizon Kinetics Asset Management Llc | 0.01% | 5,775 | $671,806 | $667,301 | -$4,505 | -0.67% | |
| Stratos Wealth Advisors, Llc | 0.04% | 5,300 | $616,549 | $612,415 | -$4,134 | -0.67% | |
| &Partners | 0.00% | 5,283 | $614,603 | $610,451 | -$4,152 | -0.68% | |
| First Growth Capital Llc | 0.56% | 5,396 | $613,957 | $623,508 | +$9,551 | +1.56% | |
| Rockefeller Capital Management L.P. | 0.00% | 5,216 | $606,777 | $602,709 | -$4,068 | -0.67% | |
| Barometer Capital Management Inc. | 0.20% | 5,100 | $593,283 | $589,305 | -$3,978 | -0.67% | |
| Envestnet Asset Management Inc | 0.00% | 4,695 | $546,114 | $542,507 | -$3,607 | -0.66% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 4,482 | $521,391 | $517,895 | -$3,496 | -0.67% | |
| Keystone Financial Group | 0.03% | 3,963 | $461,047 | $457,925 | -$3,122 | -0.68% | |
| Equitable Holdings, Inc. | 0.00% | 4,660 | $449,169 | $538,463 | +$89,294 | +19.88% | |
| Fulcrum Equity Management | 0.41% | 3,635 | $422,894 | $420,024 | -$2,870 | -0.68% | |
| Pnc Financial Services Group, Inc. | 0.00% | 3,297 | $383,540 | $380,968 | -$2,572 | -0.67% | |
| Stonex Group Inc. | 0.02% | 3,035 | $353,062 | $350,694 | -$2,368 | -0.67% | |
| Creativeone Wealth, Llc | 0.01% | 3,003 | $349,353 | $346,997 | -$2,356 | -0.67% | |
| Concorde Financial Corp | 0.23% | 2,571 | $299,084 | $297,079 | -$2,005 | -0.67% | |
| Trademark Financial Management, Llc | 0.13% | 2,203 | $256,275 | $254,557 | -$1,718 | -0.67% | |
| Onedigital Investment Advisors Llc | 0.00% | 2,103 | $244,634 | $243,002 | -$1,632 | -0.67% | |
| Corecam Pte. Ltd. | 0.10% | 2,000 | $232,660 | $231,100 | -$1,560 | -0.67% | |
| Rfp Financial Group Llc | 0.19% | 1,977 | $229,968 | $228,442 | -$1,526 | -0.66% | |
| Blair William & Co/Il | 0.00% | 1,973 | $229,519 | $227,980 | -$1,539 | -0.67% | |
| Capital Investment Advisory Services, Llc | 0.02% | 1,880 | $218,700 | $217,234 | -$1,466 | -0.67% | |
| D. E. Shaw & Co., Inc. | 0.00% | 1,729 | $201,135 | $199,786 | -$1,349 | -0.67% | |
| Truist Financial Corp | 0.00% | 1,729 | $201,135 | $199,786 | -$1,349 | -0.67% |
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.