Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
100New |
$13K - $16.1K
|
100
$14.6K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
78+ 28.06% |
$10.2K - $12.5K
|
356
$52.1K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
78+ 0.64% |
$10.2K - $12.5K
|
12.3K
$1.8M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
74New |
$9.64K - $11.9K
|
74
$10.8K
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
73+ 0.87% |
$9.51K - $11.7K
|
8.49K
$1.24M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
72+ 100.0% |
$9.38K - $11.6K
|
144
$21.1K
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
59New |
$7.69K - $9.48K
|
59
$8.64K
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
51+ 0.18% |
$6.65K - $8.19K
|
28.3K
$4.14M
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
50New |
$6.52K - $8.03K
|
50
$7.32K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
50New |
$6.52K - $8.03K
|
50
$7.32K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
50+ 151.52% |
$6.52K - $8.03K
|
83
$12.2K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
46+ 0.68% |
$5.99K - $7.39K
|
6.84K
$1M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
44+ 1.37% |
$5.73K - $7.07K
|
3.25K
$475K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
42New |
$5.47K - $6.75K
|
42
$6.15K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
35+ 0.16% |
$4.56K - $5.62K
|
21.3K
$3.12M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
28New |
$3.65K - $4.5K
|
28
$4.1K
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
27+ 0.62% |
$3.52K - $4.34K
|
4.41K
$645K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
24+ 9.06% |
$3.13K - $3.85K
|
289
$42.3K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
23New |
$3K - $3.69K
|
23
$3.37K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20New |
$2.61K - $3.21K
|
20
$2.93K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20+ 0.83% |
$2.61K - $3.21K
|
2.42K
$354K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
16+ 2.12% |
$2.08K - $2.57K
|
772
$113K
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
16+ 0.23% |
$2.08K - $2.57K
|
7.02K
$1.03M
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14+ 0.2% |
$1.82K - $2.25K
|
6.96K
$1.02M
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13New |
$1.69K - $2.09K
|
13
$1.9K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12+ 0.54% |
$1.56K - $1.93K
|
2.24K
$329K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7New |
$912 - $1.12K
|
7
$1.03K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.31% |
$782 - $964
|
1.95K
$285K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6+ 0.12% |
$782 - $964
|
5.22K
$764K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
5New |
$652 - $803
|
5
$732
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
5+ 0.08% |
$652 - $803
|
6.55K
$958K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.7% |
$261 - $321
|
287
$42K
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$130 - $161
|
4.07K
$596K
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
1+ 0.06% |
$130 - $161
|
1.68K
$246K
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 2.78% |
$130 - $161
|
37
$5.42K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1- 0.01% |
$130 - $161
|
16.6K
$2.43M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-15- 0.13% |
$1.95K - $2.41K
|
11.6K
$1.69M
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-15- 0.54% |
$1.95K - $2.41K
|
2.77K
$406K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-21- 0.3% |
$2.74K - $3.37K
|
6.9K
$1.01M
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-21- 5.92% |
$2.74K - $3.37K
|
334
$48.9K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-30- 1.84% |
$3.91K - $4.82K
|
1.6K
$234K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-36- 4.08% |
$4.69K - $5.78K
|
847
$124K
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-38- 1.03% |
$4.95K - $6.1K
|
3.66K
$536K
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-40- 4.32% |
$5.21K - $6.42K
|
885
$130K
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-43- 0.52% |
$5.6K - $6.91K
|
8.15K
$1.19M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-46- 34.59% |
$5.99K - $7.39K
|
87
$12.7K
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-50- 1.77% |
$6.52K - $8.03K
|
2.77K
$406K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-83- 2.68% |
$10.8K - $13.3K
|
3.01K
$441K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-96- 0.99% |
$12.5K - $15.4K
|
9.62K
$1.41M
|