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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
115+ 0.68% |
$15K - $18.5K
|
17.1K
$2.28M
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
100New |
$13K - $16.1K
|
100
$13.3K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
100+ 4.65% |
$13K - $16.1K
|
2.25K
$300K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
78+ 28.06% |
$10.2K - $12.5K
|
356
$47.4K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
78+ 0.64% |
$10.2K - $12.5K
|
12.3K
$1.64M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
74New |
$9.64K - $11.9K
|
74
$9.86K
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
73+ 0.87% |
$9.51K - $11.7K
|
8.49K
$1.13M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
72+ 100.0% |
$9.38K - $11.6K
|
144
$19.2K
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
59New |
$7.69K - $9.48K
|
59
$7.86K
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
51+ 0.18% |
$6.65K - $8.19K
|
28.3K
$3.77M
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
50New |
$6.52K - $8.03K
|
50
$6.66K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
50+ 151.52% |
$6.52K - $8.03K
|
83
$11.1K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
50New |
$6.52K - $8.03K
|
50
$6.66K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
46+ 0.68% |
$5.99K - $7.39K
|
6.84K
$912K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
44+ 1.37% |
$5.73K - $7.07K
|
3.25K
$432K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
42New |
$5.47K - $6.75K
|
42
$5.6K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
35+ 0.16% |
$4.56K - $5.62K
|
21.3K
$2.84M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
28New |
$3.65K - $4.5K
|
28
$3.73K
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
27+ 0.62% |
$3.52K - $4.34K
|
4.41K
$587K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
24+ 9.06% |
$3.13K - $3.85K
|
289
$38.5K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
23New |
$3K - $3.69K
|
23
$3.06K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20New |
$2.61K - $3.21K
|
20
$2.67K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20+ 0.83% |
$2.61K - $3.21K
|
2.42K
$322K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
16+ 2.12% |
$2.08K - $2.57K
|
772
$103K
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
16+ 0.23% |
$2.08K - $2.57K
|
7.02K
$936K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14+ 0.2% |
$1.82K - $2.25K
|
6.96K
$927K
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13New |
$1.69K - $2.09K
|
13
$1.73K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12+ 0.54% |
$1.56K - $1.93K
|
2.24K
$299K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7New |
$912 - $1.12K
|
7
$933
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.31% |
$782 - $964
|
1.95K
$259K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6+ 0.12% |
$782 - $964
|
5.22K
$695K
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
5+ 0.08% |
$652 - $803
|
6.55K
$872K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
5New |
$652 - $803
|
5
$666
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.7% |
$261 - $321
|
287
$38.2K
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 2.78% |
$130 - $161
|
37
$4.93K
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$130 - $161
|
4.07K
$542K
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
1+ 0.06% |
$130 - $161
|
1.68K
$224K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.04% |
$130 - $161
|
2.53K
$337K
|
|
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
$2.21M
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-15- 0.54% |
$1.95K - $2.41K
|
2.77K
$369K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-15- 0.13% |
$1.95K - $2.41K
|
11.6K
$1.54M
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20- 32.26% |
$2.61K - $3.21K
|
42
$5.6K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-21- 0.3% |
$2.74K - $3.37K
|
6.9K
$920K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-21- 5.92% |
$2.74K - $3.37K
|
334
$44.5K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-23- 0.77% |
$3K - $3.69K
|
2.98K
$397K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-30- 1.84% |
$3.91K - $4.82K
|
1.6K
$213K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-36- 4.08% |
$4.69K - $5.78K
|
847
$113K
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-36- 5.79% |
$4.69K - $5.78K
|
586
$78.1K
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-38- 1.03% |
$4.95K - $6.1K
|
3.66K
$488K
|