Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-307- 3.76% |
$43.8K - $49.3K
|
7.86K
$1.11M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-308- 0.89% |
$44K - $49.5K
|
34.4K
$4.83M
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-338- 0.35% |
$48.2K - $54.3K
|
94.9K
$13.4M
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-340- 5.72% |
$48.5K - $54.6K
|
5.61K
$789K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-343- 6.18% |
$48.9K - $55.1K
|
5.21K
$733K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-387- 7.19% |
$55.2K - $62.1K
|
4.99K
$703K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-390- 5.49% |
$55.7K - $62.6K
|
6.71K
$945K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-413- 4.37% |
$58.9K - $66.3K
|
9.04K
$1.27M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-448- 2.71% |
$63.9K - $71.9K
|
16.1K
$2.26M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-475- 12.94% |
$67.8K - $76.3K
|
3.2K
$450K
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-482- 1.44% |
$68.8K - $77.4K
|
32.9K
$4.63M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-483- 2.38% |
$68.9K - $77.6K
|
19.9K
$2.79M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-500Closed |
$71.4K - $80.3K
|
0
$0
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-605- 64.09% |
$86.3K - $97.2K
|
339
$47.7K
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-675- 6.89% |
$96.3K - $108K
|
9.12K
$1.28M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-697- 23.12% |
$99.5K - $112K
|
2.32K
$326K
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-700- 7.78% |
$99.9K - $112K
|
8.3K
$1.17M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-739- 10.43% |
$105K - $119K
|
6.35K
$893K
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-764- 12.03% |
$109K - $123K
|
5.59K
$786K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-777- 19.11% |
$111K - $125K
|
3.29K
$463K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-808- 3.66% |
$115K - $130K
|
21.3K
$3M
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-820- 5.62% |
$117K - $132K
|
13.8K
$1.94M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-822- 26.18% |
$117K - $132K
|
2.32K
$326K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-869- 10.65% |
$124K - $140K
|
7.29K
$1.03M
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-1K- 16.67% |
$143K - $161K
|
5K
$704K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 90.21% |
$162K - $182K
|
123
$17.3K
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.17K- 4.42% |
$166K - $187K
|
25.2K
$3.55M
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.17K- 0.3% |
$167K - $188K
|
384K
$54.1M
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.24K- 8.46% |
$177K - $199K
|
13.4K
$1.88M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.34K- 43.23% |
$191K - $215K
|
1.76K
$248K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.43K- 17.4% |
$204K - $229K
|
6.77K
$953K
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.47K- 5.98% |
$209K - $236K
|
23.1K
$3.25M
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.6K- 32.65% |
$228K - $257K
|
3.3K
$464K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.61K- 18.34% |
$230K - $259K
|
7.17K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.95K- 22.07% |
$279K - $313K
|
6.89K
$970K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.03K- 6.33% |
$289K - $326K
|
30K
$4.22M
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.08K- 34.3% |
$296K - $333K
|
3.98K
$559K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.09K- 26.18% |
$298K - $335K
|
5.88K
$827K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.1K- 26.52% |
$300K - $338K
|
5.83K
$820K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.2K- 82.9% |
$314K - $353K
|
454
$63.9K
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.26K- 15.41% |
$322K - $362K
|
12.4K
$1.74M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.35K- 6.26% |
$335K - $377K
|
35.2K
$4.95M
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.38K- 22.27% |
$340K - $383K
|
8.32K
$1.17M
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.63K- 1.31% |
$375K - $422K
|
197K
$27.7M
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.77K- 13.51% |
$396K - $445K
|
17.8K
$2.5M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.22K- 15.99% |
$460K - $518K
|
16.9K
$2.38M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.03K- 18.75% |
$575K - $647K
|
17.5K
$2.46M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.86K- 8.05% |
$693K - $780K
|
55.5K
$7.81M
|
|
Aug 13, 2024
Q2 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-5K- 25.0% |
$714K - $803K
|
15K
$2.11M
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.01K- 12.69% |
$715K - $804K
|
34.5K
$4.85M
|