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 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.7% |
$234 - $291
|
289
$37.1K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 1.2% |
$117 - $145
|
84
$10.8K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 2.78% |
$117 - $145
|
37
$4.75K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.04% |
$117 - $145
|
2.53K
$325K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2- 0.03% |
$234 - $291
|
6.9K
$886K
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-6- 6.82% |
$702 - $873
|
82
$10.5K
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7- 0.31% |
$819 - $1.02K
|
2.24K
$287K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-7- 30.43% |
$819 - $1.02K
|
16
$2.05K
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-8- 3.48% |
$936 - $1.16K
|
222
$28.5K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8- 5.88% |
$936 - $1.16K
|
128
$16.4K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-9- 10.34% |
$1.05K - $1.31K
|
78
$10K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-20- 0.14% |
$2.34K - $2.91K
|
14.5K
$1.86M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-31- 3.47% |
$3.63K - $4.51K
|
863
$111K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 24.88% |
$5.85K - $7.27K
|
151
$19.4K
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-50- 0.02% |
$5.85K - $7.27K
|
311K
$39.9M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-53- 39.26% |
$6.2K - $7.71K
|
82
$10.5K
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-56- 0.04% |
$6.55K - $8.15K
|
134K
$17.2M
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-57- 0.13% |
$6.67K - $8.29K
|
44.8K
$5.75M
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-63- 0.92% |
$7.37K - $9.16K
|
6.78K
$870K
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-67- 0.88% |
$7.84K - $9.75K
|
7.56K
$970K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-72- 2.98% |
$8.43K - $10.5K
|
2.34K
$301K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-75- 3.45% |
$8.78K - $10.9K
|
2.1K
$270K
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 3.6% |
$11.7K - $14.5K
|
2.67K
$343K
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-104- 3.16% |
$12.2K - $15.1K
|
3.19K
$409K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-120- 4.0% |
$14K - $17.5K
|
2.88K
$369K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-125- 3.41% |
$14.6K - $18.2K
|
3.55K
$455K
|
|
May 12, 2023
Q1 2023
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-154- 0.56% |
$18K - $22.4K
|
27.3K
$3.51M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-156Closed |
$18.3K - $22.7K
|
0
$0
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-175- 2.67% |
$20.5K - $25.5K
|
6.37K
$818K
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-195- 2.91% |
$22.8K - $28.4K
|
6.52K
$836K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-206- 2.14% |
$24.1K - $30K
|
9.42K
$1.21M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-211- 1.99% |
$24.7K - $30.7K
|
10.4K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-235- 9.46% |
$27.5K - $34.2K
|
2.25K
$289K
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-241- 0.96% |
$28.2K - $35.1K
|
24.8K
$3.18M
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-261Closed |
$30.5K - $38K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-261- 3.2% |
$30.5K - $38K
|
7.89K
$1.01M
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-265- 1.78% |
$31K - $38.5K
|
14.6K
$1.88M
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-266- 5.47% |
$31.1K - $38.7K
|
4.6K
$590K
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-294- 1.29% |
$34.4K - $42.8K
|
22.4K
$2.88M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-340- 2.61% |
$39.8K - $49.5K
|
12.7K
$1.63M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-371- 16.5% |
$43.4K - $54K
|
1.88K
$241K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-390Closed |
$45.6K - $56.7K
|
0
$0
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-406- 12.14% |
$47.5K - $59.1K
|
2.94K
$377K
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-428- 1.62% |
$50.1K - $62.3K
|
26K
$3.33M
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-460- 51.98% |
$53.8K - $66.9K
|
425
$54.5K
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-474- 6.47% |
$55.5K - $68.9K
|
6.85K
$880K
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-475- 80.51% |
$55.6K - $69.1K
|
115
$14.8K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-489- 29.35% |
$57.2K - $71.1K
|
1.18K
$151K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-513- 0.71% |
$60K - $74.6K
|
71.7K
$9.2M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-571- 19.49% |
$66.8K - $83.1K
|
2.36K
$303K
|