Purchases and Sales Made in Q3 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
420+ 3.82% |
$52.6K - $64.6K
|
11.4K
$1.7M
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
415+ 0.4% |
$51.9K - $63.8K
|
105K
$15.6M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
414+ 331.2% |
$51.8K - $63.7K
|
539
$80.1K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
398+ 2.64% |
$49.8K - $61.2K
|
15.5K
$2.3M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
347+ 4.23% |
$43.4K - $53.4K
|
8.54K
$1.27M
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
341+ 13.71% |
$42.7K - $52.4K
|
2.83K
$421K
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
314+ 1.64% |
$39.3K - $48.3K
|
19.5K
$2.89M
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
305+ 2.08% |
$38.2K - $46.9K
|
15K
$2.22M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
294+ 1.33% |
$36.8K - $45.2K
|
22.3K
$3.32M
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
267+ 0.38% |
$33.4K - $41.1K
|
70.9K
$10.5M
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
265+ 6.2% |
$33.2K - $40.8K
|
4.54K
$675K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
263+ 0.38% |
$32.9K - $40.5K
|
69.6K
$10.3M
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
245+ 1.49% |
$30.7K - $37.7K
|
16.7K
$2.48M
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
219+ 952.17% |
$27.4K - $33.7K
|
242
$36K
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
207+ 2.05% |
$25.9K - $31.8K
|
10.3K
$1.53M
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
202+ 1.81% |
$25.3K - $31.1K
|
11.4K
$1.69M
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200+ 132.45% |
$25K - $30.8K
|
351
$52.2K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
200+ 133.33% |
$25K - $30.8K
|
350
$52K
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
174New |
$21.8K - $26.8K
|
174
$25.9K
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
145New |
$18.1K - $22.3K
|
145
$21.6K
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
138+ 3.66% |
$17.3K - $21.2K
|
3.91K
$582K
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
132New |
$16.5K - $20.3K
|
132
$19.6K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
126+ 4.97% |
$15.8K - $19.4K
|
2.66K
$396K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
126New |
$15.8K - $19.4K
|
126
$18.7K
|
|
Nov 03, 2023
Q3 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
117+ 3.12% |
$14.6K - $18K
|
3.87K
$575K
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
100+ 1.86% |
$12.5K - $15.4K
|
5.47K
$813K
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
88+ 5.34% |
$11K - $13.5K
|
1.74K
$258K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
85+ 2.29% |
$10.6K - $13.1K
|
3.8K
$564K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84+ 116.67% |
$10.5K - $12.9K
|
156
$23.2K
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
81+ 2.72% |
$10.1K - $12.5K
|
3.06K
$455K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
69+ 2.54% |
$8.64K - $10.6K
|
2.79K
$414K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
67New |
$8.39K - $10.3K
|
67
$9.96K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
65+ 0.98% |
$8.14K - $10K
|
6.69K
$995K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
62+ 70.45% |
$7.76K - $9.54K
|
150
$22.3K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
49New |
$6.13K - $7.54K
|
49
$7.28K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
38New |
$4.76K - $5.84K
|
38
$5.65K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33New |
$4.13K - $5.08K
|
33
$4.91K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
30New |
$3.76K - $4.61K
|
30
$4.46K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
26+ 7.22% |
$3.25K - $4K
|
386
$57.4K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
23+ 7.96% |
$2.88K - $3.54K
|
312
$46.4K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
22New |
$2.75K - $3.38K
|
22
$3.27K
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
20+ 0.8% |
$2.5K - $3.08K
|
2.52K
$374K
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
17+ 0.65% |
$2.13K - $2.61K
|
2.64K
$392K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
17New |
$2.13K - $2.61K
|
17
$2.53K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
12New |
$1.5K - $1.85K
|
12
$1.78K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10New |
$1.25K - $1.54K
|
10
$1.49K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10+ 0.14% |
$1.25K - $1.54K
|
7K
$1.04M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9+ 0.52% |
$1.13K - $1.38K
|
1.74K
$258K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
9+ 0.1% |
$1.13K - $1.38K
|
9.45K
$1.4M
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
8+ 0.49% |
$1K - $1.23K
|
1.63K
$243K
|