Purchases and Sales Made in Q1 2025 in Spdr Ser Tr Oil & Gas Explorat (XOP)
This table provides information about the institutional ownership of Spdr Ser Tr Oil & Gas Explorat (XOP) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR OIL & GAS EXPLORAT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
251+ 11.91% |
$30.2K - $36.6K
|
2.36K
$282K
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
250+ 3.42% |
$30.1K - $36.5K
|
7.55K
$903K
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
250+ 14.53% |
$30.1K - $36.5K
|
1.97K
$236K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
232New |
$28K - $33.9K
|
232
$27.7K
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
229+ 5.03% |
$27.6K - $33.4K
|
4.78K
$572K
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
219+ 3.17% |
$26.4K - $32K
|
7.12K
$852K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
219New |
$26.4K - $32K
|
219
$26.2K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
214+ 4.25% |
$25.8K - $31.2K
|
5.25K
$628K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
186+ 45.37% |
$22.4K - $27.2K
|
596
$71.3K
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
139+ 12.44% |
$16.7K - $20.3K
|
1.26K
$150K
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
125+ 37.09% |
$15.1K - $18.2K
|
462
$55.2K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
115+ 1.38% |
$13.9K - $16.8K
|
8.47K
$1.01M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
111New |
$13.4K - $16.2K
|
111
$13.3K
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
110+ 4.92% |
$13.3K - $16.1K
|
2.35K
$280K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
100+ 8.73% |
$12.1K - $14.6K
|
1.25K
$149K
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
99+ 275.0% |
$11.9K - $14.5K
|
135
$16.1K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
91+ 1.19% |
$11K - $13.3K
|
7.71K
$922K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
75New |
$9.04K - $10.9K
|
75
$8.97K
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
70+ 1.31% |
$8.44K - $10.2K
|
5.4K
$646K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
60+ 150.0% |
$7.23K - $8.76K
|
100
$12K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
56New |
$6.75K - $8.17K
|
56
$6.69K
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
53New |
$6.39K - $7.74K
|
53
$6.34K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
48+ 4.5% |
$5.78K - $7.01K
|
1.12K
$133K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45+ 0.71% |
$5.42K - $6.57K
|
6.39K
$764K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
41+ 1.57% |
$4.94K - $5.98K
|
2.65K
$316K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
17+ 0.87% |
$2.05K - $2.48K
|
1.97K
$236K
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17+ 0.52% |
$2.05K - $2.48K
|
3.29K
$394K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16+ 0.94% |
$1.93K - $2.34K
|
1.71K
$205K
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
14+ 0.55% |
$1.69K - $2.04K
|
2.56K
$306K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 0.47% |
$1.33K - $1.61K
|
2.37K
$283K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10+ 0.54% |
$1.21K - $1.46K
|
1.87K
$224K
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
10+ 0.17% |
$1.21K - $1.46K
|
5.86K
$700K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8+ 0.6% |
$964 - $1.17K
|
1.35K
$161K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5New |
$603 - $730
|
5
$598
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4+ 2.41% |
$482 - $584
|
170
$20.3K
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.1% |
$241 - $292
|
2.03K
$242K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
2+ 0.8% |
$241 - $292
|
252
$30.1K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.39% |
$121 - $146
|
256
$30.6K
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.1% |
$121 - $146
|
1K
$120K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.7% |
$121 - $146
|
144
$17.2K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.36% |
$121 - $146
|
281
$33.6K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.02% |
$121 - $146
|
6.09K
$728K
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-4- 0.2% |
$482 - $584
|
2.01K
$240K
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-11- 47.83% |
$1.33K - $1.61K
|
12
$1.43K
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.48% |
$1.57K - $1.9K
|
2.71K
$323K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-17- 0.86% |
$2.05K - $2.48K
|
1.96K
$234K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-20- 32.26% |
$2.41K - $2.92K
|
42
$5.02K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-23- 5.96% |
$2.77K - $3.36K
|
363
$43.4K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-23- 26.14% |
$2.77K - $3.36K
|
65
$7.77K
|
|
May 14, 2025
Q1 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-26- 0.14% |
$3.13K - $3.8K
|
18.7K
$2.23M
|