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 |
---|---|---|---|---|---|---|---|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-573- 1.61% |
$67.1K - $83.3K
|
35.1K
$4.5M
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-594- 11.19% |
$69.5K - $86.4K
|
4.72K
$605K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-628- 1.29% |
$73.5K - $91.3K
|
48.2K
$6.18M
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-633- 5.79% |
$74.1K - $92.1K
|
10.3K
$1.32M
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-696- 15.38% |
$81.5K - $101K
|
3.83K
$492K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-706- 4.96% |
$82.6K - $103K
|
13.5K
$1.74M
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-750- 40.54% |
$87.8K - $109K
|
1.1K
$141K
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-750- 27.27% |
$87.8K - $109K
|
2K
$257K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-754- 22.1% |
$88.2K - $110K
|
2.66K
$341K
|
|
May 15, 2023
Q1 2023
|
59 North Capital Management, LP
New York, NY |
SELL
|
- |
-765- 0.23% |
$89.5K - $111K
|
331K
$42.5M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-854- 7.65% |
$99.9K - $124K
|
10.3K
$1.32M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-956- 28.5% |
$112K - $139K
|
2.4K
$308K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1K- 31.25% |
$117K - $145K
|
2.2K
$282K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.2K- 93.46% |
$140K - $175K
|
84
$10.8K
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-1.42K- 11.78% |
$166K - $206K
|
10.6K
$1.36M
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.47K- 90.75% |
$172K - $214K
|
150
$19.3K
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-1.47K- 6.96% |
$172K - $214K
|
19.7K
$2.52M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.5K- 0.23% |
$175K - $217K
|
652K
$83.7M
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 28.91% |
$180K - $223K
|
3.78K
$485K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.65K- 3.09% |
$193K - $240K
|
51.7K
$6.64M
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.75K- 38.21% |
$205K - $255K
|
2.83K
$363K
|
|
May 15, 2023
Q1 2023
|
Greenhouse Funds Lllp
Baltimore, MD |
SELL
|
- |
-1.91K- 1.93% |
$223K - $278K
|
97K
$12.4M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.97K- 2.7% |
$230K - $286K
|
70.8K
$9.09M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.04K- 41.66% |
$238K - $296K
|
2.85K
$366K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.15K- 15.02% |
$252K - $313K
|
12.2K
$1.56M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.29K- 83.67% |
$267K - $332K
|
446
$57.2K
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.31K- 48.14% |
$270K - $335K
|
2.48K
$319K
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-2.55K- 3.26% |
$298K - $370K
|
75.7K
$9.71M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.64K- 10.66% |
$309K - $384K
|
22.1K
$2.83M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.7K- 78.72% |
$316K - $393K
|
730
$93.7K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3K- 76.23% |
$351K - $436K
|
935
$120K
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-3.14K- 34.35% |
$367K - $457K
|
6K
$770K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.36K- 11.42% |
$393K - $489K
|
26.1K
$3.35M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.68K- 47.75% |
$430K - $535K
|
4.02K
$516K
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-3.86K- 8.65% |
$451K - $561K
|
40.7K
$5.23M
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.86K- 10.97% |
$451K - $561K
|
31.3K
$4.02M
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-4.07K- 70.08% |
$476K - $592K
|
1.74K
$223K
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5.12K- 39.75% |
$599K - $745K
|
7.76K
$996K
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-5.19K- 13.65% |
$608K - $755K
|
32.9K
$4.22M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.3K- 41.22% |
$620K - $771K
|
7.56K
$970K
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
SELL
|
- |
-5.38K- 17.99% |
$629K - $782K
|
24.5K
$3.14M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.9K- 40.01% |
$690K - $857K
|
8.84K
$1.13M
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.06K- 48.19% |
$709K - $882K
|
6.52K
$836K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.09K- 46.41% |
$830K - $1.03M
|
8.19K
$1.05M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8K- 65.02% |
$936K - $1.16M
|
4.31K
$553K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.42K- 81.39% |
$985K - $1.22M
|
1.92K
$247K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.16K- 34.54% |
$1.07M - $1.33M
|
17.4K
$2.23M
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10.8K- 13.26% |
$1.27M - $1.57M
|
70.8K
$9.08M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.8K- 9.77% |
$1.27M - $1.58M
|
100K
$12.8M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-12.9K- 2.3% |
$1.51M - $1.87M
|
547K
$70.2M
|