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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
110+ 4.55% |
$14.1K - $17K
|
2.53K
$325K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
106+ 70.2% |
$13.6K - $16.4K
|
257
$33K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
105New |
$13.5K - $16.3K
|
105
$13.5K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
103+ 1.73% |
$13.2K - $16K
|
6.05K
$776K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
95New |
$12.2K - $14.7K
|
95
$12.2K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
85+ 2.46% |
$10.9K - $13.2K
|
3.54K
$455K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
80+ 1.59% |
$10.3K - $12.4K
|
5.12K
$657K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
79+ 2.63% |
$10.1K - $12.2K
|
3.08K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
55+ 1.14% |
$7.05K - $8.52K
|
4.9K
$628K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50New |
$6.41K - $7.75K
|
50
$6.42K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48+ 0.9% |
$6.15K - $7.44K
|
5.38K
$690K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
45+ 0.3% |
$5.77K - $6.97K
|
14.8K
$1.9M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
44+ 1.6% |
$5.64K - $6.82K
|
2.79K
$358K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
40New |
$5.13K - $6.2K
|
40
$5.13K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
34+ 2.02% |
$4.36K - $5.27K
|
1.72K
$221K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 1.56% |
$2.56K - $3.1K
|
1.31K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18+ 0.22% |
$2.31K - $2.79K
|
8.16K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
17New |
$2.18K - $2.63K
|
17
$2.18K
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
14+ 0.02% |
$1.79K - $2.17K
|
56.8K
$7.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 100.0% |
$1.28K - $1.55K
|
20
$2.57K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9+ 1.19% |
$1.15K - $1.39K
|
763
$97.9K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9+ 0.51% |
$1.15K - $1.39K
|
1.76K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$1.03K - $1.24K
|
8
$1.03K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6New |
$769 - $930
|
6
$770
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.52% |
$769 - $930
|
1.17K
$150K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
5+ 26.32% |
$641 - $775
|
24
$3.08K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.52% |
$256 - $310
|
390
$50.1K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 0.05% |
$256 - $310
|
3.78K
$484K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.94% |
$128 - $155
|
107
$13.7K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.14% |
$128 - $155
|
700
$89.8K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.36% |
$128 - $155
|
275
$35.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.3% |
$128 - $155
|
337
$43.3K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.71% |
$128 - $155
|
141
$18.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.81% |
$128 - $155
|
122
$15.7K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-9- 0.05% |
$1.15K - $1.39K
|
17.9K
$2.3M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10- 90.91% |
$1.28K - $1.55K
|
1
$128
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-10- 0.4% |
$1.28K - $1.55K
|
2.51K
$322K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-15- 0.39% |
$1.92K - $2.32K
|
3.8K
$487K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-17- 0.5% |
$2.18K - $2.63K
|
3.39K
$435K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-20- 1.13% |
$2.56K - $3.1K
|
1.75K
$224K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20- 40.0% |
$2.56K - $3.1K
|
30
$3.85K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-33- 1.87% |
$4.23K - $5.11K
|
1.73K
$223K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-33- 1.23% |
$4.23K - $5.11K
|
2.66K
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-37- 44.05% |
$4.74K - $5.73K
|
47
$6.03K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-41- 0.46% |
$5.25K - $6.35K
|
8.95K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-60- 1.0% |
$7.69K - $9.3K
|
5.95K
$763K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-63- 1.61% |
$8.07K - $9.76K
|
3.86K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-71- 3.12% |
$9.1K - $11K
|
2.2K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-76- 4.21% |
$9.74K - $11.8K
|
1.73K
$222K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-85- 2.34% |
$10.9K - $13.2K
|
3.56K
$456K
|