Latest Institutional Transactions on Spdr Ser Tr Spdr S&P Oil & Gas (XES)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr S&P Oil & Gas (XES) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-742- 4.33% |
$58.2K - $70.9K
|
16.4K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.3KNew |
$1.36M - $1.65M
|
17.3K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
18New |
$1.41K - $1.72K
|
18
$1.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.97KNew |
$233K - $283K
|
2.97K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.75K- 31.36% |
$373K - $454K
|
10.4K
$818K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7K- 53.44% |
$549K - $669K
|
6.1K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
970New |
$76.1K - $92.7K
|
970
$76.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.29KNew |
$101K - $123K
|
1.29K
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-17- 40.48% |
$1.33K - $1.63K
|
25
$1.97K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
200New |
$15.7K - $19.1K
|
200
$15.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15New |
$1.18K - $1.43K
|
15
$1.18K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.12K+ 49.66% |
$480K - $585K
|
18.4K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
29New |
$2.27K - $2.77K
|
29
$2.28K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-800- 10.62% |
$62.7K - $76.5K
|
6.73K
$530K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-3.9K- 97.5% |
$306K - $373K
|
100
$7.87K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
56New |
$4.39K - $5.35K
|
56
$4.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
25.3KNew |
$1.99M - $2.42M
|
25.3K
$1.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.62KNew |
$519K - $633K
|
6.62K
$521K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
33New |
$2.59K - $3.15K
|
33
$2.6K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.18K+ 32.09% |
$92.1K - $118K
|
4.85K
$381K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
122New |
$9.53K - $12.2K
|
122
$9.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
75New |
$5.86K - $7.49K
|
75
$5.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.24KNew |
$253K - $323K
|
3.24K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
175KNew |
$13.7M - $17.5M
|
175K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
34K+ 62.96% |
$2.66M - $3.4M
|
88.1K
$6.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21.9KNew |
$1.71M - $2.19M
|
21.9K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.75KNew |
$449K - $574K
|
5.75K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
10.7KNew |
$838K - $1.07M
|
10.7K
$844K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.32KNew |
$181K - $231K
|
2.32K
$182K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
9.49KNew |
$741K - $947K
|
9.49K
$746K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
564New |
$44.1K - $56.3K
|
564
$44.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
80New |
$6.25K - $7.99K
|
80
$6.29K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
274+ 721.05% |
$21.4K - $27.4K
|
312
$24.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-45- 1.42% |
$3.52K - $4.49K
|
3.11K
$245K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
211+ 49.53% |
$16.5K - $21.1K
|
637
$50.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-909- 28.4% |
$71K - $90.7K
|
2.29K
$180K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.45KNew |
$192K - $245K
|
2.45K
$193K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-22- 3.98% |
$1.72K - $2.2K
|
531
$41.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
4.65KNew |
$363K - $464K
|
4.65K
$365K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
64New |
$5K - $6.39K
|
64
$5.03K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$67.1 - $79.7
|
1
$78.7
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.2KNew |
$817K - $970K
|
12.2K
$957K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-11.9K- 99.6% |
$800K - $950K
|
48
$3.78K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
300New |
$20.1K - $23.9K
|
300
$23.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
34New |
$2.28K - $2.71K
|
34
$2.67K
|
|
| Q1 2023 | |||||||
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.1KNew |
$2.44M - $3.19M
|
35.1K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
3KNew |
$209K - $273K
|
3K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.31KNew |
$508K - $664K
|
7.31K
$575K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
17.3KNew |
$1.2M - $1.57M
|
17.3K
$1.36M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
33.2KNew |
$2.31M - $3.02M
|
33.2K
$2.61M
|
|