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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.52% |
$751 - $923
|
1.16K
$152K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.23% |
$501 - $615
|
1.77K
$233K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
3+ 0.5% |
$376 - $461
|
598
$78.8K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.04% |
$125 - $154
|
2.53K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.39% |
$125 - $154
|
255
$33.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
1+ 0.05% |
$125 - $154
|
1.85K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.03% |
$125 - $154
|
3.77K
$497K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.01% |
$125 - $154
|
7.4K
$976K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1- 0.04% |
$125 - $154
|
2.65K
$349K
|
|
|
Nov 08, 2023
Q3 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-6- 0.08% |
$751 - $923
|
7.58K
$1M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-13- 0.5% |
$1.63K - $2K
|
2.57K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16- 0.77% |
$2K - $2.46K
|
2.07K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-17- 0.69% |
$2.13K - $2.61K
|
2.45K
$322K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 1.81% |
$2.5K - $3.08K
|
1.09K
$143K
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-24- 1.34% |
$3K - $3.69K
|
1.76K
$232K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 2.06% |
$3.13K - $3.85K
|
1.19K
$157K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-29- 9.97% |
$3.63K - $4.46K
|
262
$34.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.69% |
$4.01K - $4.92K
|
4.6K
$606K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-32- 64.0% |
$4.01K - $4.92K
|
18
$2.37K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-38- 0.28% |
$4.76K - $5.84K
|
13.4K
$1.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-39- 2.28% |
$4.88K - $6K
|
1.67K
$220K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-48- 57.14% |
$6.01K - $7.38K
|
36
$4.75K
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-56- 2.56% |
$7.01K - $8.61K
|
2.13K
$281K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-58- 68.24% |
$7.26K - $8.92K
|
27
$3.56K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-60- 0.72% |
$7.51K - $9.23K
|
8.28K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-76- 1.54% |
$9.51K - $11.7K
|
4.86K
$641K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.5% |
$12.5K - $15.4K
|
6.57K
$866K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-109- 3.57% |
$13.6K - $16.8K
|
2.95K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-109- 1.79% |
$13.6K - $16.8K
|
5.97K
$787K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-127- 10.22% |
$15.9K - $19.5K
|
1.12K
$147K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-136- 3.55% |
$17K - $20.9K
|
3.69K
$487K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-136- 3.55% |
$17K - $20.9K
|
3.69K
$487K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-148- 5.11% |
$18.5K - $22.8K
|
2.75K
$363K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-160- 4.51% |
$20K - $24.6K
|
3.39K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-182- 2.34% |
$22.8K - $28K
|
7.59K
$1M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-195- 53.42% |
$24.4K - $30K
|
170
$22.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-198- 9.12% |
$24.8K - $30.5K
|
1.97K
$260K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-206- 36.59% |
$25.8K - $31.7K
|
357
$47.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-208- 1.78% |
$26K - $32K
|
11.5K
$1.51M
|
|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-293- 1.3% |
$36.7K - $45.1K
|
22.3K
$2.94M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-357- 4.76% |
$44.7K - $54.9K
|
7.14K
$942K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-419- 8.55% |
$52.4K - $64.4K
|
4.48K
$591K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-450- 10.21% |
$56.3K - $69.2K
|
3.96K
$522K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-495- 11.74% |
$62K - $76.1K
|
3.72K
$491K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-535- 5.21% |
$67K - $82.3K
|
9.73K
$1.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-709- 88.18% |
$88.7K - $109K
|
95
$12.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-724- 1.1% |
$90.6K - $111K
|
65.2K
$8.59M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-725- 5.31% |
$90.7K - $112K
|
12.9K
$1.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-764- 9.55% |
$95.6K - $118K
|
7.24K
$954K
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-888- 0.38% |
$111K - $137K
|
232K
$30.5M
|