IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SS Spdr S&P OG EQP & Serv (XES)

CUSIP: 78468R549 | NYSE | 273 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

New Harbor Financial Group, LLC324,141
5.2% of portfolio›$34.9M
Financial Management Professionals, Inc.12,870
0.1% of portfolio›$1.4M
Meridian Investment Counsel Inc.11,954
0.3% of portfolio›$1.3M
Farther Finance Advisors, LLC4,522
0.0% of portfolio›$486.2K
Concurrent Investment Advisors, LLC3,743
0.0% of portfolio›$402.5K
Truist Financial Corp2,260
0.0% of portfolio›$243.0K
Trademark Financial Management, LLC2,160
0.1% of portfolio›$232.2K
Capital Investment Advisory Services, LLC1,880
0.0% of portfolio›$202.1K
Ashton Thomas Private Wealth, LLC1,584
0.0% of portfolio›$170.3K
Cassaday & Co Wealth Management LLC538
0.0% of portfolio›$57.8K
Root Financial Partners, LLC414
0.0% of portfolio›$44.5K
Provident Wealth Management, LLC400
0.0% of portfolio›$43.0K
Spire Wealth Management301
0.0% of portfolio›$32.3K
Duncker Streett & Co Inc200
0.0% of portfolio›$21.5K
Register Financial Advisors LLC173
0.0% of portfolio›$18.6K
CoreCap Advisors, LLC134
0.0% of portfolio›$14.4K
Bullock Wealth Management Group127
0.0% of portfolio›$13.9K
Hara Capital LLC115
0.0% of portfolio›$12.4K
Lodestone Wealth Management LLC101
0.0% of portfolio›$10.8K
Private Trust Co NA100
0.0% of portfolio›$10.8K
Lanark Financial, Inc.81
0.0% of portfolio›$8.7K
Phillips Financial Management, LLC50
0.0% of portfolio›$5.4K
Nova Financial LLC49
0.0% of portfolio›$5.3K
Key FInancial Inc13
0.0% of portfolio›$1.4K
Ascentis Wealth Management, LLC2
0.0% of portfolio›$215
EverSource Wealth Advisors, LLC1
0.0% of portfolio›$152
StyleTurnoverLocationFiled
New Harbor Financial Group, LLC
324,141$34.9M5.2%ETFMediumWorcester, MA2026-10-22
Financial Management Professionals, Inc.
12,870$1.4M0.1%ETFMediumAustin, TX2026-10-23
Meridian Investment Counsel Inc.
11,954$1.3M0.3%GARPLowLafayette, CA2026-10-14
Farther Finance Advisors, LLC
4,522$486.2K0.0%IndexLowSan Francisco, CA2026-10-08
Concurrent Investment Advisors, LLC
3,743$402.5K0.0%GrowthMediumTampa, FL2026-10-16
Truist Financial Corp
2,260$243.0K0.0%CoreLowCharlotte, NC2026-10-30
Trademark Financial Management, LLC
2,160$232.2K0.1%ETFMediumBloomington, MN2026-10-23
Capital Investment Advisory Services, LLC
1,880$202.1K0.0%CoreMediumRaleigh, NC2026-10-30
Ashton Thomas Private Wealth, LLC
1,584$170.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Cassaday & Co Wealth Management LLC
538$57.8K0.0%ETFVery LowMclean, VA2026-10-27
Root Financial Partners, LLC
414$44.5K0.0%ETFMediumEncinitas, CA2026-10-21
Provident Wealth Management, LLC
400$43.0K0.0%ETFVery LowBrentwood, TN2026-10-20
Spire Wealth Management
301$32.3K0.0%GrowthMediumMclean, VA2026-10-30
Duncker Streett & Co Inc
200$21.5K0.0%GrowthLowSt. Louis, MO2026-10-27
Register Financial Advisors LLC
173$18.6K0.0%GARPLowAtlanta, GA2026-10-23
CoreCap Advisors, LLC
134$14.4K0.0%ETFMediumSouthfield, MI2026-10-08
Bullock Wealth Management Group
127$13.9K0.0%GrowthLowBloomington, IN2026-10-09
Hara Capital LLC
115$12.4K0.0%Deep ValueMediumBellevue, WA2026-10-30
Lodestone Wealth Management LLC
101$10.8K0.0%CoreLowSpokane, WA2026-10-14
Private Trust Co NA
100$10.8K0.0%CoreLowCleveland, OH2026-10-20
Lanark Financial, Inc.
81$8.7K0.0%CoreMediumBirmingham, AL2026-10-26
Phillips Financial Management, LLC
50$5.4K0.0%ETFVery LowFort Wayne, IN2026-10-19
Nova Financial LLC
49$5.3K0.0%N/AN/ATucson, AZ2026-11-04
Key FInancial Inc
13$1.4K0.0%ETFLowWest Chester, PA2026-11-02
Ascentis Wealth Management, LLC
2$2150.0%Agg GrowthLowDallas, TX2026-11-03
EverSource Wealth Advisors, LLC
1$1520.0%CoreMediumBirmingham, AL2026-11-04