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Get Institutions for : 
Spdr S&p Oil & Gas Equipment & Services Etf (XES)  
$91.99 0.05 (0.05%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    5
Total shares held : 
1,620,697  
% of shares held : 
60.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
-258,973  
% of shares held change : 
  -9.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$92.57  
Last Quarter's Ending Price : 
$84.51  
Last Quarter's Average Price
$86.73  
Change from last quarter's     
avg. price to the last closing  : 
5.26 (6.06%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 177,089
 10.93%
 
Increased Positions :
31
 336,718
 20.78%
 
Unchanged Positions :
17
 28,441
 1.75%
 
Decreased Positions :
24
-439,325
-27.11%
 
Closed Positions :
20
-333,455
-20.57%
 
Guru Positions :
1
38
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Newbridge Financial Services Group Inc. 1091 *Closed 2024-03-31 0 $0 -531
   EverSource Wealth Advisors LLC 2616 *Closed 2023-12-31 0 $0 -312
   CREATIVE PLANNING 2813 *Closed 2023-12-31 0 $0 -122
   FINANCIAL NETWORK 2769 *Closed 2023-12-31 0 $0 -3,240
   BigSur Wealth Management LLC 117 *Closed 2023-12-31 0 $0 -10,725
   Penserra Capital Management LLC 1276 *Closed 2023-12-31 0 $0 -75
   Connectus Wealth LLC 496 *Closed 2023-12-31 0 $0 -9,485
   IFP Advisors Inc 3032 *Closed 2023-12-31 0 $0 -5
   Advisors Preferred LLC *Closed 2023-12-31 0 $0 -80
   Signal Advisors Wealth LLC 296 *Closed 2024-03-31 0 $0 -2,965
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 1021 *Closed 2024-03-31 0 $0 -25,313
   SIMPLEX TRADING LLC 3250 *Closed 2024-03-31 0 $0 -188
   SFG Wealth Management LLC. 108 *Closed 2024-03-31 0 $0 -6,733
   Aptus Capital Advisors LLC 987 *Closed 2023-12-31 0 $0 -564
   AMERIPRISE FINANCIAL INC 3918 *Closed 2023-12-31 0 $0 -175,043
   NWAM LLC 576 *Closed 2023-12-31 0 $0 -3,113
   BAKER AVENUE ASSET MANAGEMENT, LP 1562 *Closed 2023-12-31 0 $0 -21,928
   Private Advisory Group LLC 234 *Closed 2023-12-31 0 $0 -2,315
   Cetera Investment Advisers 2326 *Closed 2023-12-31 0 $0 -4,083

  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results