Purchases and Sales Made in Q1 2024 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 2024. 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 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.65KNew |
$212K - $256K
|
1.65K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.57KNew |
$202K - $244K
|
1.57K
$202K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.5KNew |
$192K - $232K
|
1.5K
$193K
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.3KNew |
$167K - $201K
|
1.3K
$167K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.25K+ 18.2% |
$160K - $194K
|
8.13K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.23K+ 13.76% |
$157K - $190K
|
10.1K
$1.3M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.15K+ 1063.89% |
$147K - $178K
|
1.26K
$161K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.09KNew |
$139K - $168K
|
1.09K
$140K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.05K+ 1.98% |
$135K - $163K
|
54.2K
$6.95M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1K+ 47.57% |
$128K - $155K
|
3.1K
$398K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
800+ 19.51% |
$103K - $124K
|
4.9K
$629K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
770+ 12.07% |
$98.7K - $119K
|
7.15K
$918K
|
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
770+ 5.99% |
$98.7K - $119K
|
13.6K
$1.75M
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
740+ 12.42% |
$94.8K - $115K
|
6.7K
$860K
|
|
|
Apr 08, 2024
Q1 2024
|
Spence Asset Management
|
BUY
|
- |
740+ 12.08% |
$94.8K - $115K
|
6.87K
$881K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
700+ 2916.67% |
$89.7K - $108K
|
724
$92.9K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
700+ 10.93% |
$89.7K - $108K
|
7.1K
$912K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
671+ 3.62% |
$86K - $104K
|
19.2K
$2.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
650+ 17.13% |
$83.3K - $101K
|
4.45K
$570K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
605+ 178.47% |
$77.5K - $93.7K
|
944
$121K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
600New |
$76.9K - $93K
|
600
$77K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
564+ 0.45% |
$72.3K - $87.4K
|
127K
$16.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
540+ 65.45% |
$69.2K - $83.7K
|
1.37K
$175K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
539+ 7.77% |
$69.1K - $83.5K
|
7.47K
$959K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
533+ 6.32% |
$68.3K - $82.6K
|
8.97K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
505+ 10.01% |
$64.7K - $78.2K
|
5.55K
$712K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
500New |
$64.1K - $77.5K
|
500
$64.2K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
495+ 21.58% |
$63.4K - $76.7K
|
2.79K
$358K
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
450+ 28.13% |
$57.7K - $69.7K
|
2.05K
$263K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
441+ 18.13% |
$56.5K - $68.3K
|
2.87K
$369K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
409New |
$52.4K - $63.4K
|
409
$52.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
405New |
$51.9K - $62.7K
|
405
$52K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
401+ 26.7% |
$51.4K - $62.1K
|
1.9K
$244K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
344+ 3.24% |
$44.1K - $53.3K
|
11K
$1.41M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
330+ 6.83% |
$42.3K - $51.1K
|
5.16K
$663K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
324+ 4.43% |
$41.5K - $50.2K
|
7.64K
$980K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
317+ 11.75% |
$40.6K - $49.1K
|
3.02K
$387K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
317+ 11.23% |
$40.6K - $49.1K
|
3.14K
$403K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
293+ 7.05% |
$37.6K - $45.4K
|
4.45K
$571K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
250New |
$32K - $38.7K
|
250
$32.1K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
238+ 0.83% |
$30.5K - $36.9K
|
28.9K
$3.7M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
226New |
$29K - $35K
|
226
$29K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
223New |
$28.6K - $34.5K
|
223
$28.6K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
185+ 5.82% |
$23.7K - $28.7K
|
3.36K
$432K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
183+ 12.31% |
$23.5K - $28.4K
|
1.67K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
177+ 126.43% |
$22.7K - $27.4K
|
317
$40.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
150New |
$19.2K - $23.2K
|
150
$19.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
136+ 1.29% |
$17.4K - $21.1K
|
10.7K
$1.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
136+ 1.91% |
$17.4K - $21.1K
|
7.26K
$932K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
124+ 1.19% |
$15.9K - $19.2K
|
10.6K
$1.36M
|