§ EQUITY
USDXES
SS SPDR S&P OG EQP & SERV
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
53 increased/new, 22 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| New Harbor Financial Group, LLC | 366K | 7.5% | +0% |
| Morgan Stanley | 242K | 0.0% | −33% |
| Goldman Sachs | 116K | 0.0% | −7% |
| RAYMOND JAMES FINANCIAL INC | 97K | 0.0% | −62% |
| Wells Fargo & Company | 78K | n/a | +110% |
| Black Swift Group, LLC | 69K | 1.4% | −5% |
◇ AC INTELLIGENCE
Top institutional owners for XES as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER68.1% · 77 holders
DEALER / BANK30.4% · 12 holders
TACTICAL / MACRO1.1% · 1 holder
SYSTEMATIC / QUANT0.2% · 2 holders
QUALITY / COMPOUNDER0.1% · 2 holders
ACTIVIST0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for XES in the last 180 days.