Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
554+ 0.37% |
$64.8K - $80.6K
|
152K
$19.5M
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
500+ 81.17% |
$58.5K - $72.7K
|
1.12K
$143K
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
477+ 14.92% |
$55.8K - $69.4K
|
3.68K
$472K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
465+ 815.79% |
$54.4K - $67.6K
|
522
$67K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
460+ 59.59% |
$53.8K - $66.9K
|
1.23K
$158K
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
444+ 3.07% |
$52K - $64.6K
|
14.9K
$1.91M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
440+ 8.39% |
$51.5K - $64K
|
5.68K
$729K
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
435+ 2.91% |
$50.9K - $63.3K
|
15.4K
$1.97M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
411+ 3.56% |
$48.1K - $59.8K
|
12K
$1.54M
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
402+ 7.71% |
$47K - $58.5K
|
5.62K
$721K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
390New |
$45.6K - $56.7K
|
390
$50.1K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
351+ 1.45% |
$41.1K - $51.1K
|
24.5K
$3.14M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
300New |
$35.1K - $43.6K
|
300
$38.5K
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
267+ 2.68% |
$31.2K - $38.8K
|
10.2K
$1.31M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
260New |
$30.4K - $37.8K
|
260
$33.4K
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
252New |
$29.5K - $36.7K
|
252
$32.3K
|
|
Apr 28, 2023
Q1 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
250New |
$29.3K - $36.4K
|
250
$32.1K
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
239+ 13.81% |
$28K - $34.8K
|
1.97K
$253K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
235+ 2.72% |
$27.5K - $34.2K
|
8.89K
$1.14M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
210+ 12.12% |
$24.6K - $30.5K
|
1.94K
$249K
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
200+ 24.24% |
$23.4K - $29.1K
|
1.03K
$132K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
195New |
$22.8K - $28.4K
|
195
$25K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
173+ 7.97% |
$20.2K - $25.2K
|
2.34K
$301K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
172+ 9.68% |
$20.1K - $25K
|
1.95K
$250K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
120+ 600.0% |
$14K - $17.5K
|
140
$18K
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
120+ 1.71% |
$14K - $17.5K
|
7.14K
$917K
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
113+ 0.46% |
$13.2K - $16.4K
|
24.5K
$3.14M
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
87+ 3.36% |
$10.2K - $12.7K
|
2.67K
$343K
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
80+ 2.74% |
$9.36K - $11.6K
|
3K
$385K
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
80New |
$9.36K - $11.6K
|
80
$10.3K
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
79+ 15.43% |
$9.25K - $11.5K
|
591
$75.8K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
76New |
$8.89K - $11.1K
|
76
$9.75K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
76+ 0.91% |
$8.89K - $11.1K
|
8.4K
$1.08M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
72+ 3.07% |
$8.43K - $10.5K
|
2.42K
$310K
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
71+ 3.03% |
$8.31K - $10.3K
|
2.42K
$310K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
60New |
$7.02K - $8.73K
|
60
$7.7K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57+ 2.93% |
$6.67K - $8.29K
|
2K
$257K
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
48+ 0.57% |
$5.62K - $6.98K
|
8.54K
$1.1M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
33New |
$3.86K - $4.8K
|
33
$4.24K
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
29+ 0.13% |
$3.39K - $4.22K
|
21.6K
$2.77M
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.66% |
$3.39K - $4.22K
|
4.43K
$569K
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
27+ 0.97% |
$3.16K - $3.93K
|
2.8K
$359K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
25New |
$2.93K - $3.64K
|
25
$3.21K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23+ 2.72% |
$2.69K - $3.35K
|
870
$112K
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
23+ 0.08% |
$2.69K - $3.35K
|
28.3K
$3.63M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
16+ 0.23% |
$1.87K - $2.33K
|
6.98K
$895K
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
13+ 0.81% |
$1.52K - $1.89K
|
1.61K
$207K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
11+ 0.07% |
$1.29K - $1.6K
|
16.1K
$2.07M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.56% |
$234 - $291
|
358
$45.9K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 5.0% |
$234 - $291
|
42
$5.39K
|