Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
6.04KNew |
$782K - $924K
|
6.04K
$876K
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
6KNew |
$777K - $918K
|
6K
$870K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.3K+ 39.06% |
$685K - $810K
|
18.9K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
5.15K+ 26.7% |
$666K - $787K
|
24.4K
$3.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5.1KNew |
$660K - $780K
|
5.1K
$739K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.1KNew |
$659K - $779K
|
5.1K
$739K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.04KNew |
$653K - $771K
|
5.04K
$731K
|
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
5KNew |
$647K - $765K
|
5K
$725K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.41KNew |
$570K - $674K
|
4.41K
$639K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
4.2KNew |
$544K - $642K
|
4.2K
$609K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.16K+ 5076.83% |
$539K - $637K
|
4.25K
$615K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4.16KNew |
$538K - $636K
|
4.16K
$603K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.15KNew |
$537K - $634K
|
4.15K
$601K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.83KNew |
$495K - $585K
|
3.83K
$555K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
3.78KNew |
$489K - $577K
|
3.78K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.64KNew |
$471K - $557K
|
3.64K
$528K
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
3.6KNew |
$466K - $551K
|
3.6K
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.46KNew |
$448K - $529K
|
3.46K
$501K
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
3.44KNew |
$445K - $525K
|
3.44K
$498K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.26KNew |
$422K - $498K
|
3.26K
$472K
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
3.2K+ 26.67% |
$414K - $490K
|
15.2K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.08K+ 0.99% |
$398K - $470K
|
312K
$45.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.96KNew |
$383K - $453K
|
2.96K
$429K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.82KNew |
$365K - $432K
|
2.82K
$409K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.7KNew |
$349K - $413K
|
2.7K
$391K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.57K+ 7784.85% |
$333K - $393K
|
2.6K
$377K
|
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
2.53K+ 0.74% |
$327K - $387K
|
345K
$50M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.5KNew |
$324K - $383K
|
2.5K
$363K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.43KNew |
$315K - $372K
|
2.43K
$353K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
2.29KNew |
$297K - $351K
|
2.29K
$333K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.29KNew |
$296K - $350K
|
2.29K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.24K+ 47.74% |
$290K - $343K
|
6.94K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.05K+ 17.13% |
$266K - $314K
|
14K
$2.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.04KNew |
$264K - $311K
|
2.04K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.03K+ 46.28% |
$262K - $310K
|
6.4K
$929K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
2KNew |
$259K - $306K
|
2K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.85K+ 13.5% |
$239K - $283K
|
15.6K
$2.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.83K+ 10.93% |
$236K - $279K
|
18.5K
$2.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.69KNew |
$218K - $258K
|
1.69K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.62KNew |
$210K - $248K
|
1.62K
$235K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.61KNew |
$209K - $247K
|
1.61K
$234K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 32.33% |
$203K - $240K
|
6.44K
$933K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.53KNew |
$198K - $234K
|
1.53K
$222K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.5KNew |
$194K - $230K
|
1.5K
$218K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.49KNew |
$192K - $227K
|
1.49K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.47KNew |
$190K - $224K
|
1.47K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.43K+ 0.39% |
$185K - $219K
|
368K
$53.3M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.33KNew |
$172K - $203K
|
1.33K
$192K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.26K+ 47.5% |
$164K - $193K
|
3.93K
$569K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
998+ 4.47% |
$129K - $153K
|
23.3K
$3.38M
|