Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
365New |
$42.4K - $49.2K
|
365
$46.8K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
355+ 47.33% |
$41.3K - $47.9K
|
1.11K
$142K
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
350New |
$40.7K - $47.2K
|
350
$44.9K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
338+ 1207.14% |
$39.3K - $45.6K
|
366
$47K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
319+ 1.3% |
$37.1K - $43K
|
24.8K
$3.18M
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
300+ 4.71% |
$34.9K - $40.5K
|
6.67K
$856K
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
220+ 4.67% |
$25.6K - $29.7K
|
4.94K
$633K
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
202+ 0.9% |
$23.5K - $27.2K
|
22.6K
$2.9M
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
200+ 19.51% |
$23.3K - $27K
|
1.23K
$157K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
200+ 1.38% |
$23.3K - $27K
|
14.7K
$1.89M
|
|
Jul 24, 2023
Q2 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
200+ 2.35% |
$23.3K - $27K
|
8.7K
$1.12M
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
200New |
$23.3K - $27K
|
200
$25.7K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
176+ 6.11% |
$20.5K - $23.7K
|
3.06K
$392K
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
112New |
$13K - $15.1K
|
112
$14.4K
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
110+ 0.67% |
$12.8K - $14.8K
|
16.5K
$2.11M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
106+ 0.16% |
$12.3K - $14.3K
|
65.9K
$8.46M
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
100New |
$11.6K - $13.5K
|
100
$12.8K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
85New |
$9.88K - $11.5K
|
85
$10.9K
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
83+ 16.21% |
$9.65K - $11.2K
|
595
$76.4K
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
73+ 3.02% |
$8.49K - $9.84K
|
2.49K
$319K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
72New |
$8.37K - $9.71K
|
72
$9.24K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
60+ 1.39% |
$6.98K - $8.09K
|
4.37K
$560K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
58New |
$6.74K - $7.82K
|
58
$7.44K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
45New |
$5.23K - $6.07K
|
45
$5.78K
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
35+ 25.0% |
$4.07K - $4.72K
|
175
$22.5K
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
29+ 0.38% |
$3.37K - $3.91K
|
7.59K
$974K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22+ 0.01% |
$2.56K - $2.97K
|
152K
$19.5M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
21+ 0.22% |
$2.44K - $2.83K
|
9.44K
$1.21M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
16New |
$1.86K - $2.16K
|
16
$2.05K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
13+ 0.19% |
$1.51K - $1.75K
|
6.99K
$897K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 109.09% |
$1.4K - $1.62K
|
23
$2.95K
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
11+ 0.68% |
$1.28K - $1.48K
|
1.63K
$209K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
7+ 43.75% |
$814 - $944
|
23
$2.95K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7+ 0.61% |
$814 - $944
|
1.15K
$147K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4+ 4.76% |
$465 - $539
|
88
$11.3K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3New |
$349 - $405
|
3
$385
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.79% |
$233 - $270
|
254
$32.6K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 0.05% |
$233 - $270
|
3.77K
$484K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.69% |
$233 - $270
|
291
$37.3K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 5.0% |
$233 - $270
|
42
$5.39K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.56% |
$233 - $270
|
360
$46.2K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.04% |
$116 - $135
|
2.53K
$325K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.78% |
$116 - $135
|
129
$16.6K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 2.0% |
$116 - $135
|
51
$6.55K
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2- 0.05% |
$233 - $270
|
3.83K
$491K
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2- 0.05% |
$233 - $270
|
3.83K
$491K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12- 0.21% |
$1.4K - $1.62K
|
5.61K
$719K
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-17- 0.42% |
$1.98K - $2.29K
|
4.01K
$515K
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-26- 1.5% |
$3.02K - $3.51K
|
1.71K
$220K
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-42- 0.41% |
$4.88K - $5.66K
|
10.3K
$1.32M
|