Purchases and Sales Made in Q4 2023 in Spdr Ser Tr Spdr S&P Oil & Gas (XES)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Oil & Gas (XES) during Q4 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR S&P OIL & GAS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
33New |
$2.59K - $3.15K
|
33
$2.54K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
29New |
$2.27K - $2.77K
|
29
$2.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
18New |
$1.41K - $1.72K
|
18
$1.38K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15New |
$1.18K - $1.43K
|
15
$1.15K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 4.95% |
$392 - $478
|
106
$8.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1- 2.56% |
$78.4 - $95.6
|
38
$2.92K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15Closed |
$1.18K - $1.43K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-17- 40.48% |
$1.33K - $1.63K
|
25
$1.92K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30- 19.74% |
$2.35K - $2.87K
|
122
$9.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-75- 33.33% |
$5.88K - $7.17K
|
150
$11.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-76- 2.83% |
$5.96K - $7.26K
|
2.61K
$201K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-401- 3.65% |
$31.4K - $38.3K
|
10.6K
$815K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-691- 65.44% |
$54.2K - $66.1K
|
365
$28.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-742- 4.33% |
$58.2K - $70.9K
|
16.4K
$1.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-800- 10.62% |
$62.7K - $76.5K
|
6.73K
$518K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-874- 7.09% |
$68.5K - $83.5K
|
11.5K
$881K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 14.26% |
$183K - $223K
|
14K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3.8K- 41.3% |
$298K - $363K
|
5.4K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.75K- 31.36% |
$373K - $454K
|
10.4K
$800K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.29K- 42.74% |
$493K - $601K
|
8.43K
$648K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7K- 53.44% |
$549K - $669K
|
6.1K
$469K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.33K- 41.29% |
$653K - $796K
|
11.8K
$911K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.2K- 18.99% |
$798K - $973K
|
43.4K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.3K- 41.34% |
$1.04M - $1.27M
|
18.8K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-31.2K- 50.03% |
$2.45M - $2.98M
|
31.2K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32.5K- 91.68% |
$2.55M - $3.11M
|
2.95K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.4K- 24.57% |
$3.01M - $3.67M
|
118K
$9.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-54.3K- 49.93% |
$4.26M - $5.19M
|
54.4K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-223K- 55.37% |
$17.5M - $21.3M
|
180K
$13.8M
|