Latest Institutional Purchases of Spdr Ser Tr Oil & Gas Explorat (XOP)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Oil & Gas Explorat (XOP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
80+ 1.59% |
$10.3K - $12.4K
|
5.12K
$737K
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50New |
$6.41K - $7.75K
|
50
$7.2K
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
34+ 2.02% |
$4.36K - $5.27K
|
1.72K
$248K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 1.56% |
$2.56K - $3.1K
|
1.31K
$188K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
17New |
$2.18K - $2.63K
|
17
$2.45K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 100.0% |
$1.28K - $1.55K
|
20
$2.88K
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9+ 0.51% |
$1.15K - $1.39K
|
1.76K
$253K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$1.03K - $1.24K
|
8
$1.15K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6New |
$769 - $930
|
6
$864
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.94% |
$128 - $155
|
107
$15.4K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
67.7KNew |
$8.77M - $10.4M
|
67.7K
$9.75M
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
54.3KNew |
$7.03M - $8.31M
|
54.3K
$7.82M
|
|
Feb 14, 2024
Q4 2023
|
Black Barn Capital Partners LP
New York, NY |
BUY
|
- |
40KNew |
$5.18M - $6.12M
|
40K
$5.76M
|
|
Feb 14, 2024
Q4 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
40KNew |
$5.18M - $6.12M
|
40K
$5.76M
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
24.4KNew |
$3.15M - $3.73M
|
24.4K
$3.51M
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
19.6KNew |
$2.54M - $3M
|
19.6K
$2.82M
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
13.2KNew |
$1.71M - $2.02M
|
13.2K
$1.9M
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
11.1KNew |
$1.44M - $1.7M
|
11.1K
$1.6M
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
7.02KNew |
$908K - $1.07M
|
7.02K
$1.01M
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.65K+ 51.02% |
$861K - $1.02M
|
19.7K
$2.83M
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
PUT |
6.5KNew |
$841K - $994K
|
6.5K
$936K
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
5.15K+ 26.7% |
$666K - $787K
|
24.4K
$3.52M
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
5KNew |
$647K - $765K
|
5K
$720K
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.41KNew |
$570K - $674K
|
4.41K
$634K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
4.2KNew |
$544K - $642K
|
4.2K
$605K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.16K+ 5076.83% |
$539K - $637K
|
4.25K
$611K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.15KNew |
$537K - $634K
|
4.15K
$597K
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.83KNew |
$495K - $585K
|
3.83K
$551K
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
3.78KNew |
$489K - $577K
|
3.78K
$543K
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
3.6KNew |
$466K - $551K
|
3.6K
$518K
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
3.44KNew |
$445K - $525K
|
3.44K
$494K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.26KNew |
$422K - $498K
|
3.26K
$469K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.96KNew |
$383K - $453K
|
2.96K
$426K
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.57K+ 7784.85% |
$333K - $393K
|
2.6K
$375K
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
2KNew |
$259K - $306K
|
2K
$288K
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.62KNew |
$210K - $248K
|
1.62K
$233K
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.61KNew |
$209K - $247K
|
1.61K
$232K
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.53KNew |
$198K - $234K
|
1.53K
$221K
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.47KNew |
$190K - $224K
|
1.47K
$211K
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
666New |
$86.2K - $102K
|
666
$95.9K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
278New |
$36K - $42.5K
|
278
$40K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
226New |
$29.3K - $34.6K
|
226
$32.5K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
200New |
$25.9K - $30.6K
|
200
$28.8K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
184+ 3.79% |
$23.8K - $28.1K
|
5.04K
$726K
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150New |
$19.4K - $22.9K
|
150
$21.6K
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
132New |
$17.1K - $20.2K
|
132
$19K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
125New |
$16.2K - $19.1K
|
125
$18K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100New |
$12.9K - $15.3K
|
100
$14.4K
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
68New |
$8.8K - $10.4K
|
68
$9.79K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
62New |
$8.03K - $9.48K
|
62
$8.92K
|