SS SPDR S&P OG EQP & SERV XES
$106.66
-1.3% 52w: $61.97 – $133.24
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data61.9797.60133.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
93
+19 QoQ
13F value
$191.4M
+59.4% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
2.8×
$4.6M calls / $1.7M puts
Institutional value by quarter
Number of holders
Who owns XES?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| New Harbor Financial Group, LLC | Wealth advisor | 366.5K | $42.6M | 7.7% | +0.2% |
| MORGAN STANLEY | Bank broker | 242.5K | $28.2M | 0.0% | +34.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 116.2K | $13.5M | 0.0% | -6.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 97.4K | $11.3M | 0.0% | -61.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 77.9K | $9.1M | 0.0% | +109.9% |
| Black Swift Group, LLC | Wealth advisor | 68.6K | $8.0M | 1.4% | -5.4% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 68.2K | $7.9M | 0.0% | New |
| LPL Financial LLC | Bank broker | 67.1K | $7.8M | 0.0% | +3.4% |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 45.9K | $5.3M | 0.1% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 44.6K | $5.2M | 0.0% | -17.5% |
| HighTower Advisors, LLC | Diversified mechanical | 44.1K | $5.1M | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 37.9K | $4.4M | 0.0% | +520.7% |
| VICUS CAPITAL | Wealth advisor | 36.4K | $4.2M | 0.3% | New |
| CWM, LLC | Wealth advisor | 30.5K | $3.6M | 0.0% | +26.0% |
| Trek Financial, LLC | Wealth advisor | 27.7K | $3.2M | 0.2% | +2.1% |
| Cetera Investment Advisers | Wealth advisor | 22.6K | $2.6M | 0.0% | -13.1% |
| MERIDIAN INVESTMENT COUNSEL INC. | Other | 19.8K | $2.3M | 0.5% | +16.9% |
| BCS Private Wealth Management, Inc. | Other | 18.4K | $2.1M | 0.7% | +8.9% |
| FLOW TRADERS U.S. LLC | Market maker | 18.1K | $2.1M | 0.1% | -26.3% |
| UBS Group AG | Bank broker | 18.1K | $2.1M | 0.0% | +49.7% |
| Quadrature Capital Ltd | Diversified mechanical | 17.7K | $2.1M | 0.0% | New |
| Invst, LLC | Wealth advisor | 15.6K | $1.8M | 0.2% | -4.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 11.1K | $1.3M | 0.0% | +86.0% |
| ROYAL BANK OF CANADA | Bank broker | 10.3K | $1.2M | 0.0% | -67.1% |
| SummitTX Capital, L.P. | Quant stat arb | 8.9K | $1.0M | 0.0% | New |
| Private Advisor Group, LLC | Wealth advisor | 8.6K | $1.0M | 0.0% | -14.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 8.4K | $975K | 0.0% | New |
| Wealthfront Advisers LLC | Wealth advisor | 6.6K | $772K | 0.0% | +15.1% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | Other | 5.8K | $672K | 0.0% | +1.5% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 5.3K | $617K | 0.0% | Held |
| &PARTNERS | Diversified mechanical | 5.3K | $615K | 0.0% | New |
| First Growth Capital LLC | Other | 5.4K | $614K | 0.6% | Held |
| Rockefeller Capital Management L.P. | Diversified mechanical | 5.2K | $607K | 0.0% | +3377.3% |
| BAROMETER CAPITAL MANAGEMENT INC. ★2 | Fundamental diversified | 5.1K | $593K | 0.2% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.7K | $546K | 0.0% | +1.4% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 4.5K | $521K | 0.0% | New |
| Keystone Financial Group | Wealth advisor | 4.0K | $461K | 0.0% | +0.1% |
| Equitable Holdings, Inc. | Wealth advisor | 4.7K | $449K | 0.0% | New |
| Fulcrum Equity Management | Wealth advisor | 3.6K | $423K | 0.4% | New |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 3.3K | $384K | 0.0% | -18.6% |
| StoneX Group Inc. | Wealth advisor | 3.0K | $353K | 0.0% | +3.2% |
| CreativeOne Wealth, LLC | Wealth advisor | 3.0K | $349K | 0.0% | New |
| Concorde Financial Corp ★3 | Fundamental concentrated | 2.6K | $299K | 0.2% | Held |
| Trademark Financial Management, LLC | Wealth advisor | 2.2K | $256K | 0.1% | New |
| OneDigital Investment Advisors LLC | Wealth advisor | 2.1K | $245K | 0.0% | -48.2% |
| Corecam Pte. Ltd. | Wealth advisor | 2.0K | $233K | 0.1% | New |
| RFP Financial Group LLC | Wealth advisor | 2.0K | $230K | 0.1% | New |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 2.0K | $230K | 0.0% | +8478.3% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 1.9K | $219K | 0.0% | Held |
| D. E. Shaw & Co., Inc. | Quant stat arb | 1.7K | $201K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.