Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
780+ 3.8% |
$87.7K - $118K
|
21.3K
$2.92M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
764+ 3.07% |
$85.9K - $115K
|
25.6K
$3.51M
|
|
Nov 14, 2022
Q3 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
747+ 35.09% |
$83.9K - $113K
|
2.88K
$394K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
732+ 2.18% |
$82.3K - $110K
|
34.4K
$4.71M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
639+ 546.15% |
$71.8K - $96.4K
|
756
$104K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
623+ 18.59% |
$70K - $94K
|
3.97K
$544K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
599+ 3.66% |
$67.3K - $90.3K
|
17K
$2.32M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
562New |
$63.2K - $84.8K
|
562
$77K
|
|
Mar 29, 2024
Q3 2022
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
506+ 1533.33% |
$56.9K - $76.3K
|
539
$73.8K
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
500+ 555.56% |
$56.2K - $75.4K
|
590
$80.8K
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
500New |
$56.2K - $75.4K
|
500
$68.5K
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
486New |
$54.6K - $73.3K
|
486
$66.6K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
355New |
$39.9K - $53.5K
|
355
$48.6K
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
- |
335+ 14.98% |
$37.6K - $50.5K
|
2.57K
$352K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
315+ 2.8% |
$35.4K - $47.5K
|
11.6K
$1.58M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
306New |
$34.4K - $46.2K
|
306
$41.9K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
300New |
$33.7K - $45.2K
|
300
$41.1K
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
290+ 0.71% |
$32.6K - $43.7K
|
41K
$5.61M
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
278+ 10.95% |
$31.2K - $41.9K
|
2.82K
$386K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
270+ 14.56% |
$30.3K - $40.7K
|
2.13K
$291K
|
|
Oct 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
237+ 9.16% |
$26.6K - $35.7K
|
2.82K
$387K
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
231+ 2.99% |
$26K - $34.8K
|
7.95K
$1.09M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
222+ 12.51% |
$24.9K - $33.5K
|
2K
$274K
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
200+ 21.62% |
$22.5K - $30.2K
|
1.13K
$154K
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 200.0% |
$22.5K - $30.2K
|
300
$41.1K
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
BUY
|
- |
187+ 43.59% |
$21K - $28.2K
|
616
$84.4K
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
179+ 3.11% |
$20.1K - $27K
|
5.93K
$812K
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
176+ 130.37% |
$19.8K - $26.5K
|
311
$42.6K
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
170+ 2.13% |
$19.1K - $25.6K
|
8.17K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
164+ 7.51% |
$18.4K - $24.7K
|
2.35K
$322K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
150New |
$16.9K - $22.6K
|
150
$20.5K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
134+ 5.6% |
$15.1K - $20.2K
|
2.53K
$346K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
126+ 6.94% |
$14.2K - $19K
|
1.94K
$266K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
120+ 8.92% |
$13.5K - $18.1K
|
1.47K
$201K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
116+ 4.32% |
$13K - $17.5K
|
2.8K
$383K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
100+ 1250.0% |
$11.2K - $15.1K
|
108
$14.8K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100New |
$11.2K - $15.1K
|
100
$13.7K
|
|
Nov 14, 2022
Q3 2022
|
Saltoro Capital, LP
Dallas, TX |
BUY
|
- |
100New |
$11.2K - $15.1K
|
100
$13.7K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
99+ 55.31% |
$11.1K - $14.9K
|
278
$38.1K
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
87+ 4.25% |
$9.78K - $13.1K
|
2.13K
$292K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
84+ 7.0% |
$9.44K - $12.7K
|
1.28K
$176K
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
73+ 1.44% |
$8.2K - $11K
|
5.15K
$705K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
72+ 118.03% |
$8.09K - $10.9K
|
133
$18.2K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
70+ 4.38% |
$7.87K - $10.6K
|
1.67K
$229K
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
69+ 12.48% |
$7.75K - $10.4K
|
622
$85.2K
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
56+ 0.58% |
$6.29K - $8.45K
|
9.72K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
40+ 1.43% |
$4.5K - $6.03K
|
2.83K
$388K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
38+ 1.73% |
$4.27K - $5.73K
|
2.23K
$306K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34+ 13.55% |
$3.82K - $5.13K
|
285
$39K
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
32+ 0.74% |
$3.6K - $4.83K
|
4.38K
$600K
|