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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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New Harbor Financial Group, LLC

DECREASED

Shares324,141 from 371,274

Change-47,133 (-13%)

Value$34.9M (-$6.8M)

Filed 2026-10-22

Financial Management Professionals, Inc.

INCREASED

Shares12,870 from 8,856

Change+4,014 (+45%)

Value$1.4M (+$391.2K)

Filed 2026-10-23

Meridian Investment Counsel Inc.

DECREASED

Shares11,954 from 15,295

Change-3,341 (-22%)

Value$1.3M (-$429.0K)

Filed 2026-10-14

Farther Finance Advisors, LLC

INCREASED

Shares4,522 from 445

Change+4,077 (+916%)

Value$486.2K (+$436.3K)

Filed 2026-10-08

Concurrent Investment Advisors, LLC

INCREASED

Shares3,743 from 2,270

Change+1,473 (+65%)

Value$402.5K (+$148.1K)

Filed 2026-10-16

Truist Financial Corp

INCREASED

Shares2,260 from 1,831

Change+429 (+23%)

Value$243.0K (+$37.8K)

Filed 2026-10-30

Trademark Financial Management, LLC

UNCHANGED

Shares2,160 from 2,160

Change0 (0%)

Value$232.2K (-$9.9K)

Filed 2026-10-23

Capital Investment Advisory Services, LLC

UNCHANGED

Shares1,880 from 1,880

Change0 (0%)

Value$202.1K (-$8.6K)

Filed 2026-10-30

Ashton Thomas Private Wealth, LLC

NEW

Shares1,584

Change+1,584

Value$170.3K

Filed 2026-11-03

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares538 from 538

Change0 (0%)

Value$57.8K (-$2.5K)

Filed 2026-10-27

Fifth Third Bancorp

INCREASED

Shares523 from 300

Change+223 (+74%)

Value$56.2K (+$22.6K)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares414

Change+414

Value$44.5K

Filed 2026-10-21

Provident Wealth Management, LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$43.0K (-$1.8K)

Filed 2026-10-20

Spire Wealth Management

DECREASED

Shares301 from 350

Change-49 (-14%)

Value$32.3K (-$6.9K)

Filed 2026-10-30

Rossby Financial, LCC

NEW

Shares258

Change+258

Value$27.7K

Filed 2026-11-05

Duncker Streett & Co Inc

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$21.5K (-$912)

Filed 2026-10-27

UNCHANGED

Shares173 from 173

Change0 (0%)

Value$18.6K (-$789)

Filed 2026-10-23

CoreCap Advisors, LLC

UNCHANGED

Shares134 from 134

Change0 (0%)

Value$14.4K (-$611)

Filed 2026-10-08

Bullock Wealth Management Group

DECREASED

Shares127 from 169

Change-42 (-25%)

Value$13.9K (-$4.4K)

Filed 2026-10-09

Hara Capital LLC

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$12.4K (-$524)

Filed 2026-10-30

Lodestone Wealth Management LLC

UNCHANGED

Shares101 from 101

Change0 (0%)

Value$10.8K (-$434)

Filed 2026-10-14

Private Trust Co NA

DECREASED

Shares100 from 220

Change-120 (-55%)

Value$10.8K (-$13.9K)

Filed 2026-10-20

Lanark Financial, Inc.

DECREASED

Shares81 from 160

Change-79 (-49%)

Value$8.7K (-$9.2K)

Filed 2026-10-26

Phillips Financial Management, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$5.4K (-$228)

Filed 2026-10-19

Nova Financial LLC

NEW

Shares49

Change+49

Value$5.3K

Filed 2026-11-04

Key FInancial Inc

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$1.4K (-$59)

Filed 2026-11-02

Ascentis Wealth Management, LLC

NEW

Shares2

Change+2

Value$215

Filed 2026-11-03

EverSource Wealth Advisors, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$152 (-$6)

Filed 2026-11-04

Trek Financial, LLC

CLOSED

Shares0 from 64,015

Change-64,015 (-100%)

Value$0 (-$7.2M)

Filed 2026-10-29

Creative Planning

CLOSED

Shares0 from 2,415

Change-2,415 (-100%)

Value$0 (-$270.7K)

Filed 2026-11-02

Corecam Pte. Ltd.

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$224.2K)

Filed 2026-10-23

Simplex Trading, LLC

CLOSED

Shares0 from 79

Change-79 (-100%)

Value$0 (-$8.9K)

Filed 2026-11-04

Caldwell Trust Co

CLOSED

Shares0 from 70

Change-70 (-100%)

Value$0 (-$7.8K)

Filed 2026-10-30

International Assets Investment Management, LLC

CLOSED

Shares0 from 44

Change-44 (-100%)

Value$0 (-$4.8K)

Filed 2026-11-02

Signature Equity Partners, LLC

CLOSED

Shares0 from 26

Change-26 (-100%)

Value$0 (-$2.9K)

Filed 2026-10-29

Morgan Stanley

N/A

Shares— from 428,664

Change-428,664 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 186,390

Change-186,390 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 127,277

Change-127,277 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 101,414

Change-101,414 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 78,827

Change-78,827 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 74,647

Change-74,647 (-100%)

Value—

Black Swift Group, LLC

N/A

Shares— from 62,955

Change-62,955 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 55,247

Change-55,247 (-100%)

Value—

UBS Group AG

N/A

Shares— from 46,842

Change-46,842 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 44,131

Change-44,131 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 43,363

Change-43,363 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 39,769

Change-39,769 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 32,556

Change-32,556 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 30,808

Change-30,808 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 27,344

Change-27,344 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 21,222

Change-21,222 (-100%)

Value—

Blair William & Co

N/A

Shares— from 19,166

Change-19,166 (-100%)

Value—

BCS Private Wealth Management, Inc.

N/A

Shares— from 18,400

Change-18,400 (-100%)

Value—

Invst, LLC

N/A

Shares— from 14,676

Change-14,676 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 9,731

Change-9,731 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 9,615

Change-9,615 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 8,071

Change-8,071 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 7,561

Change-7,561 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 7,271

Change-7,271 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 6,812

Change-6,812 (-100%)

Value—

&partners

N/A

Shares— from 5,796

Change-5,796 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 5,681

Change-5,681 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,611

Change-5,611 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 5,051

Change-5,051 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,973

Change-4,973 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 4,305

Change-4,305 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 4,014

Change-4,014 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 3,283

Change-3,283 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 2,924

Change-2,924 (-100%)

Value—

Concorde Financial Corp

N/A

Shares— from 2,571

Change-2,571 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 2,197

Change-2,197 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 2,133

Change-2,133 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,887

Change-1,887 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 1,843

Change-1,843 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 1,098

Change-1,098 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,004

Change-1,004 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 939

Change-939 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 825

Change-825 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 637

Change-637 (-100%)

Value—

FMR LLC

N/A

Shares— from 296

Change-296 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 268

Change-268 (-100%)

Value—

Advisors Preferred, LLC

N/A

Shares— from 227

Change-227 (-100%)

Value—

Winthrop Capital Management, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 188

Change-188 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 132

Change-132 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 115

Change-115 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 100

Change-100 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 86

Change-86 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 79

Change-79 (-100%)

Value—

1 North Wealth Services LLC

N/A

Shares— from 55

Change-55 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 44

Change-44 (-100%)

Value—

VAN DEN Berg Management I, Inc

N/A

Shares— from 34

Change-34 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 31

Change-31 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 24

Change-24 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Cbiz Investment Advisory Services, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

	Status
New Harbor Financial Group, LLC	DECREASED	324,141	371,274	-47,133	-13%	$41.6M	$34.9M	-$6.8M	2026-10-22
Financial Management Professionals, Inc.	INCREASED	12,870	8,856	+4,014	+45%	$992.6K	$1.4M	+$391.2K	2026-10-23
Meridian Investment Counsel Inc.	DECREASED	11,954	15,295	-3,341	-22%	$1.7M	$1.3M	-$429.0K	2026-10-14
Farther Finance Advisors, LLC	INCREASED	4,522	445	+4,077	+916%	$49.9K	$486.2K	+$436.3K	2026-10-08
Concurrent Investment Advisors, LLC	INCREASED	3,743	2,270	+1,473	+65%	$254.4K	$402.5K	+$148.1K	2026-10-16
Truist Financial Corp	INCREASED	2,260	1,831	+429	+23%	$205.2K	$243.0K	+$37.8K	2026-10-30
Trademark Financial Management, LLC	UNCHANGED	2,160	2,160	0	0%	$242.1K	$232.2K	-$9.9K	2026-10-23
Capital Investment Advisory Services, LLC	UNCHANGED	1,880	1,880	0	0%	$210.7K	$202.1K	-$8.6K	2026-10-30
Ashton Thomas Private Wealth, LLC	NEW	1,584	—	+1,584	—	—	$170.3K	—	2026-11-03
Cassaday & Co Wealth Management LLC	UNCHANGED	538	538	0	0%	$60.3K	$57.8K	-$2.5K	2026-10-27
Fifth Third Bancorp	INCREASED	523	300	+223	+74%	$33.6K	$56.2K	+$22.6K	2026-11-05
Root Financial Partners, LLC	NEW	414	—	+414	—	—	$44.5K	—	2026-10-21
Provident Wealth Management, LLC	UNCHANGED	400	400	0	0%	$44.8K	$43.0K	-$1.8K	2026-10-20
Spire Wealth Management	DECREASED	301	350	-49	-14%	$39.2K	$32.3K	-$6.9K	2026-10-30
Rossby Financial, LCC	NEW	258	—	+258	—	—	$27.7K	—	2026-11-05
Duncker Streett & Co Inc	UNCHANGED	200	200	0	0%	$22.4K	$21.5K	-$912	2026-10-27
Register Financial Advisors LLC	UNCHANGED	173	173	0	0%	$19.4K	$18.6K	-$789	2026-10-23
CoreCap Advisors, LLC	UNCHANGED	134	134	0	0%	$15.0K	$14.4K	-$611	2026-10-08
Bullock Wealth Management Group	DECREASED	127	169	-42	-25%	$18.3K	$13.9K	-$4.4K	2026-10-09
Hara Capital LLC	UNCHANGED	115	115	0	0%	$12.9K	$12.4K	-$524	2026-10-30
Lodestone Wealth Management LLC	UNCHANGED	101	101	0	0%	$11.3K	$10.8K	-$434	2026-10-14
Private Trust Co NA	DECREASED	100	220	-120	-55%	$24.7K	$10.8K	-$13.9K	2026-10-20
Lanark Financial, Inc.	DECREASED	81	160	-79	-49%	$17.9K	$8.7K	-$9.2K	2026-10-26
Phillips Financial Management, LLC	UNCHANGED	50	50	0	0%	$5.6K	$5.4K	-$228	2026-10-19
Nova Financial LLC	NEW	49	—	+49	—	—	$5.3K	—	2026-11-04
Key FInancial Inc	UNCHANGED	13	13	0	0%	$1.5K	$1.4K	-$59	2026-11-02
Ascentis Wealth Management, LLC	NEW	2	—	+2	—	—	$215	—	2026-11-03
EverSource Wealth Advisors, LLC	UNCHANGED	1	1	0	0%	$158	$152	-$6	2026-11-04
Trek Financial, LLC	CLOSED	0	64,015	-64,015	-100%	$7.2M	$0	-$7.2M	2026-10-29
Creative Planning	CLOSED	0	2,415	-2,415	-100%	$270.7K	$0	-$270.7K	2026-11-02
Corecam Pte. Ltd.	CLOSED	0	2,000	-2,000	-100%	$224.2K	$0	-$224.2K	2026-10-23
Simplex Trading, LLC	CLOSED	0	79	-79	-100%	$8.9K	$0	-$8.9K	2026-11-04
Caldwell Trust Co	CLOSED	0	70	-70	-100%	$7.8K	$0	-$7.8K	2026-10-30
International Assets Investment Management, LLC	CLOSED	0	44	-44	-100%	$4.8K	$0	-$4.8K	2026-11-02
Signature Equity Partners, LLC	CLOSED	0	26	-26	-100%	$2.9K	$0	-$2.9K	2026-10-29
Morgan Stanley	N/A	—	428,664	-428,664	-100%	$48.0M	—	—	—
Two Sigma Investments, LP	N/A	—	186,390	-186,390	-100%	$20.9M	—	—	—
LPL Financial LLC	N/A	—	127,277	-127,277	-100%	$14.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	101,414	-101,414	-100%	$11.4M	—	—	—
Wells Fargo & Company	N/A	—	78,827	-78,827	-100%	$8.8M	—	—	—
Raymond James Financial Inc	N/A	—	74,647	-74,647	-100%	$8.4M	—	—	—
Black Swift Group, LLC	N/A	—	62,955	-62,955	-100%	$7.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	55,247	-55,247	-100%	$6.2M	—	—	—
UBS Group AG	N/A	—	46,842	-46,842	-100%	$5.3M	—	—	—
HighTower Advisors, LLC	N/A	—	44,131	-44,131	-100%	$4.9M	—	—	—
Bank of America Corp	N/A	—	43,363	-43,363	-100%	$4.9M	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	39,769	-39,769	-100%	$4.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	32,556	-32,556	-100%	$3.6M	—	—	—
Royal Bank of Canada	N/A	—	30,808	-30,808	-100%	$3.5M	—	—	—
Flow Traders U.S. LLC	N/A	—	27,344	-27,344	-100%	$3.1M	—	—	—
Cetera Investment Advisers	N/A	—	21,222	-21,222	-100%	$2.4M	—	—	—
Blair William & Co	N/A	—	19,166	-19,166	-100%	$2.1M	—	—	—
BCS Private Wealth Management, Inc.	N/A	—	18,400	-18,400	-100%	$2.1M	—	—	—
Invst, LLC	N/A	—	14,676	-14,676	-100%	$1.6M	—	—	—
Stifel Financial Corp	N/A	—	9,731	-9,731	-100%	$1.1M	—	—	—
Wealthfront Advisers LLC	N/A	—	9,615	-9,615	-100%	$1.1M	—	—	—
Jane Street Group, LLC	N/A	—	8,071	-8,071	-100%	$904.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	7,561	-7,561	-100%	$847.5K	—	—	—
HRT Financial LP	N/A	—	7,271	-7,271	-100%	$814.0K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	6,812	-6,812	-100%	$763.5K	—	—	—
&partners	N/A	—	5,796	-5,796	-100%	$649.6K	—	—	—
Qube Research & Technologies Ltd	N/A	—	5,681	-5,681	-100%	$636.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	5,611	-5,611	-100%	$629.0K	—	—	—
Two Sigma Securities, LLC	N/A	—	5,051	-5,051	-100%	$566.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,973	-4,973	-100%	$557.4K	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	4,305	-4,305	-100%	$482.5K	—	—	—
MML Investors Services, LLC	N/A	—	4,014	-4,014	-100%	$449.8K	—	—	—
Keystone Financial Group	N/A	—	3,283	-3,283	-100%	$368.0K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	2,924	-2,924	-100%	$327.7K	—	—	—
Concorde Financial Corp	N/A	—	2,571	-2,571	-100%	$288.2K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	2,197	-2,197	-100%	$246.2K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	2,133	-2,133	-100%	$239.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,887	-1,887	-100%	$211.5K	—	—	—
Prosperity Consulting Group, LLC	N/A	—	1,843	-1,843	-100%	$206.6K	—	—	—
SummitTX Capital, L.P.	N/A	—	1,098	-1,098	-100%	$123.1K	—	—	—
JPMorgan Chase & Co	N/A	—	1,004	-1,004	-100%	$112.6K	—	—	—
BlackRock, Inc.	N/A	—	939	-939	-100%	$105.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	825	-825	-100%	$92.5K	—	—	—
Whittier Trust Co	N/A	—	637	-637	-100%	$67.3K	—	—	—
FMR LLC	N/A	—	296	-296	-100%	$33.1K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	268	-268	-100%	$30.0K	—	—	—
Advisors Preferred, LLC	N/A	—	227	-227	-100%	$24.2K	—	—	—
Winthrop Capital Management, LLC	N/A	—	200	-200	-100%	$22	—	—	—
Harbour Investments, Inc.	N/A	—	188	-188	-100%	$21.0K	—	—	—
BFC Planning, Inc.	N/A	—	132	-132	-100%	$14.8K	—	—	—
Group One Trading LLC	N/A	—	115	-115	-100%	$12.9K	—	—	—
Colonial Trust Co / SC	N/A	—	100	-100	-100%	$11.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	86	-86	-100%	$9.7K	—	—	—
Bessemer Group Inc	N/A	—	79	-79	-100%	$9	—	—	—
1 North Wealth Services LLC	N/A	—	55	-55	-100%	$6.2K	—	—	—
Arax Advisory Partners	N/A	—	44	-44	-100%	$4.9K	—	—	—
VAN DEN Berg Management I, Inc	N/A	—	34	-34	-100%	$3.8K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	31	-31	-100%	$3.5K	—	—	—
Founders Financial Alliance, LLC	N/A	—	25	-25	-100%	$2.8K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	24	-24	-100%	$2.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	24	-24	-100%	$2.7K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	18	-18	-100%	$2.0K	—	—	—
Cbiz Investment Advisory Services, LLC	N/A	—	6	-6	-100%	$733	—	—	—
Global Retirement Partners, LLC	N/A	—	5	-5	-100%	$560	—	—	—

Showing 99 of 99 institutions