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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.45KNew |
$192K - $245K
|
2.45K
$164K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
4.65KNew |
$363K - $464K
|
4.65K
$311K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-22- 3.98% |
$1.72K - $2.2K
|
531
$35.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
64New |
$5K - $6.39K
|
64
$4.28K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$67.1 - $79.7
|
1
$66.9
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.2KNew |
$817K - $970K
|
12.2K
$814K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-11.9K- 99.6% |
$800K - $950K
|
48
$3.21K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
300New |
$20.1K - $23.9K
|
300
$20.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
34New |
$2.28K - $2.71K
|
34
$2.27K
|
|
| Q1 2023 | |||||||
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.1KNew |
$2.44M - $3.19M
|
35.1K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
3KNew |
$209K - $273K
|
3K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.31KNew |
$508K - $664K
|
7.31K
$489K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
17.3KNew |
$1.2M - $1.57M
|
17.3K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
33.2KNew |
$2.31M - $3.02M
|
33.2K
$2.22M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
50New |
$3.48K - $4.54K
|
50
$3.35K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
625New |
$43.5K - $56.8K
|
625
$41.8K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.28K- 67.15% |
$89.4K - $117K
|
628
$42K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
122New |
$8.49K - $11.1K
|
122
$8.16K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9New |
$626 - $818
|
9
$602
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
5.9KNew |
$410K - $536K
|
5.9K
$394K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 60.0% |
$20.9K - $27.3K
|
200
$13.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.2M- 98.67% |
$83.5M - $109M
|
16.2K
$1.08M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
29.1KNew |
$2.03M - $2.65M
|
29.1K
$1.95M
|
|
| Q4 2022 | |||||||
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.64KNew |
$97.2K - $136K
|
1.64K
$110K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
75+ 6.89% |
$4.43K - $6.21K
|
1.16K
$77.8K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-469- 8.47% |
$27.7K - $38.8K
|
5.07K
$339K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
7.07KNew |
$418K - $585K
|
7.07K
$473K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
560New |
$33.1K - $46.3K
|
560
$37.5K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
24New |
$1.23K - $1.61K
|
24
$1.61K
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
5.41KNew |
$278K - $363K
|
5.41K
$362K
|
|
|
Nov 08, 2022
Q3 2022
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
20K+ 40.0% |
$1.03M - $1.34M
|
70K
$4.68M
|
|
|
Oct 28, 2022
Q3 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-4.93K- 56.94% |
$253K - $331K
|
3.73K
$249K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5New |
$284 - $412
|
5
$335
|
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-221KClosed |
$12.6M - $18.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
8.7KNew |
$494K - $717K
|
8.7K
$582K
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.32KClosed |
$132K - $191K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-376KClosed |
$21.4M - $31M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-100Closed |
$5.68K - $8.24K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-11.5K- 50.0% |
$653K - $948K
|
11.5K
$769K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
875New |
$49.7K - $72.1K
|
875
$58.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-298Closed |
$16.9K - $24.6K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-15- 42.86% |
$852 - $1.24K
|
20
$1.34K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-132Closed |
$7.5K - $10.9K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-39.5KClosed |
$2.24M - $3.25M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
777New |
$44.1K - $64K
|
777
$52K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
13New |
$738 - $1.07K
|
13
$870
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-41- 5.93% |
$2.33K - $3.38K
|
650
$43.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-81.3K- 88.18% |
$4.62M - $6.7M
|
10.9K
$729K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-120Closed |
$6.81K - $9.89K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
17+ 68.0% |
$901 - $1.32K
|
42
$2.81K
|
|