Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
25+ 1.0% |
$2.81K - $3.77K
|
2.53K
$366K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22+ 55.0% |
$2.47K - $3.32K
|
62
$8.99K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
20+ 0.6% |
$2.25K - $3.02K
|
3.34K
$484K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
18+ 56.25% |
$2.02K - $2.71K
|
50
$7.25K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
18+ 0.26% |
$2.02K - $2.71K
|
6.95K
$1.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12+ 5.04% |
$1.35K - $1.81K
|
250
$36.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
9+ 0.19% |
$1.01K - $1.36K
|
4.81K
$697K
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$337 - $452
|
20.1K
$2.91M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2+ 0.09% |
$225 - $302
|
2.13K
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.48% |
$225 - $302
|
420
$60.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.38% |
$112 - $151
|
265
$38.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$112 - $151
|
4.07K
$590K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.62% |
$112 - $151
|
163
$23.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-10- 0.4% |
$1.12K - $1.51K
|
2.5K
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 3.18% |
$2.7K - $3.62K
|
730
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-30- 0.93% |
$3.37K - $4.52K
|
3.2K
$464K
|
|
|
Nov 08, 2022
Q3 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-36- 0.46% |
$4.05K - $5.43K
|
7.8K
$1.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-36- 0.52% |
$4.05K - $5.43K
|
6.93K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-74- 0.9% |
$8.32K - $11.2K
|
8.19K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-83- 1.8% |
$9.33K - $12.5K
|
4.53K
$656K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-87- 98.86% |
$9.78K - $13.1K
|
1
$145
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-92- 1.57% |
$10.3K - $13.9K
|
5.76K
$834K
|
|
|
Oct 13, 2022
Q3 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-100- 2.9% |
$11.2K - $15.1K
|
3.35K
$486K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-107- 10.81% |
$12K - $16.1K
|
883
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-126- 2.36% |
$14.2K - $19K
|
5.21K
$755K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-141- 9.28% |
$15.8K - $21.3K
|
1.38K
$200K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-146- 7.68% |
$16.4K - $22K
|
1.76K
$254K
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-170- 4.37% |
$19.1K - $25.6K
|
3.72K
$539K
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-200- 0.06% |
$22.5K - $30.2K
|
310K
$44.9M
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-217- 46.27% |
$24.4K - $32.7K
|
252
$36.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-250- 62.5% |
$28.1K - $37.7K
|
150
$21.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-258- 2.27% |
$29K - $38.9K
|
11.1K
$1.61M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-277- 2.81% |
$31.1K - $41.8K
|
9.58K
$1.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-289- 2.28% |
$32.5K - $43.6K
|
12.4K
$1.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-300- 2.08% |
$33.7K - $45.2K
|
14.1K
$2.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-320- 2.03% |
$36K - $48.3K
|
15.5K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-340- 10.23% |
$38.2K - $51.3K
|
2.98K
$432K
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-349- 17.18% |
$39.2K - $52.6K
|
1.68K
$244K
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-390- 5.23% |
$43.8K - $58.8K
|
7.07K
$1.03M
|
|
|
Nov 17, 2022
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-400- 12.41% |
$45K - $60.3K
|
2.82K
$409K
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-421- 0.86% |
$47.3K - $63.5K
|
48.6K
$7.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-450- 19.57% |
$50.6K - $67.9K
|
1.85K
$268K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-492- 18.63% |
$55.3K - $74.2K
|
2.15K
$312K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
SELL
|
- |
-531- 24.13% |
$59.7K - $80.1K
|
1.67K
$242K
|
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
SELL
|
- |
-557- 0.41% |
$62.6K - $84K
|
135K
$19.6M
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-623- 2.32% |
$70K - $94K
|
26.2K
$3.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-628- 1.68% |
$70.6K - $94.7K
|
36.7K
$5.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-651- 22.65% |
$73.2K - $98.2K
|
2.22K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-700- 15.33% |
$78.7K - $106K
|
3.87K
$561K
|
|
|
Nov 14, 2022
Q3 2022
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-750- 25.0% |
$84.3K - $113K
|
2.25K
$326K
|