Purchases and Sales Made in Q3 2023 in Spdr Ser Tr Spdr S&P Oil & Gas (XES)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Oil & Gas (XES) during Q3 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR S&P OIL & GAS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
221K+ 121.23% |
$17.3M - $22.1M
|
403K
$35M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
175KNew |
$13.7M - $17.5M
|
175K
$15.2M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
65.5KNew |
$5.12M - $6.54M
|
65.5K
$5.68M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49.4K+ 346.44% |
$3.86M - $4.93M
|
63.7K
$5.52M
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
34K+ 62.96% |
$2.66M - $3.4M
|
88.1K
$7.64M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.2K+ 992.42% |
$2.52M - $3.22M
|
35.5K
$3.07M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
32.2K+ 106.67% |
$2.52M - $3.21M
|
62.4K
$5.41M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.7K+ 2690.39% |
$2.01M - $2.57M
|
26.7K
$2.32M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.7K+ 85.45% |
$1.93M - $2.47M
|
53.6K
$4.65M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21.9KNew |
$1.71M - $2.19M
|
21.9K
$1.9M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.2KNew |
$1.18M - $1.51M
|
15.2K
$1.31M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.1KNew |
$1.02M - $1.31M
|
13.1K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 8.97% |
$1M - $1.28M
|
156K
$13.5M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.3KNew |
$963K - $1.23M
|
12.3K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
10.7KNew |
$838K - $1.07M
|
10.7K
$930K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.5K+ 48.77% |
$823K - $1.05M
|
32.1K
$2.78M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.72K+ 194.24% |
$759K - $970K
|
14.7K
$1.28M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
9.49KNew |
$741K - $947K
|
9.49K
$822K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
8.5K+ 22.38% |
$664K - $848K
|
46.5K
$4.03M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.97K+ 106.62% |
$623K - $796K
|
15.4K
$1.34M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.75KNew |
$449K - $574K
|
5.75K
$498K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.58K+ 38.24% |
$436K - $557K
|
20.2K
$1.75M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
5.22K+ 126.62% |
$408K - $521K
|
9.35K
$810K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.08K+ 42.03% |
$397K - $507K
|
17.2K
$1.49M
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.7K+ 165.9% |
$367K - $469K
|
7.53K
$653K
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
4.65KNew |
$363K - $464K
|
4.65K
$403K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.91K+ 10.87% |
$306K - $390K
|
39.9K
$3.46M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.24KNew |
$253K - $323K
|
3.24K
$281K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.86KNew |
$224K - $286K
|
2.86K
$248K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.6K+ 5.99% |
$203K - $260K
|
46K
$3.99M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.45KNew |
$192K - $245K
|
2.45K
$213K
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.36KNew |
$184K - $235K
|
2.36K
$204K
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.32KNew |
$181K - $231K
|
2.32K
$201K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.82K+ 126.32% |
$142K - $182K
|
3.26K
$283K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.59K+ 11.11% |
$124K - $159K
|
15.9K
$1.38M
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.18K+ 32.09% |
$92.1K - $118K
|
4.85K
$420K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.01K+ 13.74% |
$78.5K - $100K
|
8.32K
$721K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
564New |
$44.1K - $56.3K
|
564
$48.9K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
504+ 123.53% |
$39.4K - $50.3K
|
912
$79.1K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
479+ 4.94% |
$37.4K - $47.8K
|
10.2K
$882K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
274+ 721.05% |
$21.4K - $27.4K
|
312
$27.1K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
225New |
$17.6K - $22.5K
|
225
$19.5K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
211+ 49.53% |
$16.5K - $21.1K
|
637
$55.2K
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
200New |
$15.6K - $20K
|
200
$17.3K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
122New |
$9.53K - $12.2K
|
122
$10.6K
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
80New |
$6.25K - $7.99K
|
80
$6.94K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
75New |
$5.86K - $7.49K
|
75
$6.5K
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
64New |
$5K - $6.39K
|
64
$5.55K
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
32+ 0.17% |
$2.5K - $3.19K
|
19.4K
$1.68M
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7+ 0.26% |
$547 - $699
|
2.68K
$233K
|