Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
10.4K+ 87.55% |
$948K - $1.16M
|
22.3K
$2.87M
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10.2K+ 9486.11% |
$932K - $1.14M
|
10.4K
$1.33M
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
9.74K+ 41.54% |
$886K - $1.09M
|
33.2K
$4.26M
|
|
Feb 07, 2022
Q4 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
9.33K+ 37.3% |
$848K - $1.04M
|
34.3K
$4.41M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.47K+ 601.63% |
$770K - $944K
|
9.87K
$1.27M
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
BUY
|
- |
7.58KNew |
$689K - $844K
|
7.58K
$972K
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7.56K+ 31.98% |
$687K - $843K
|
31.2K
$4M
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.53KNew |
$593K - $727K
|
6.53K
$837K
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.33K+ 285.27% |
$576K - $706K
|
8.55K
$1.1M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.92KNew |
$538K - $660K
|
5.92K
$759K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.92K+ 12.64% |
$538K - $659K
|
52.7K
$6.77M
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
5.81KNew |
$528K - $647K
|
5.81K
$745K
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.5KNew |
$500K - $613K
|
5.5K
$706K
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.12KNew |
$466K - $571K
|
5.12K
$658K
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5K+ 11.11% |
$455K - $557K
|
50K
$6.42M
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
4.9KNew |
$446K - $546K
|
4.9K
$629K
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.82KNew |
$439K - $538K
|
4.82K
$619K
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
4.75KNew |
$432K - $529K
|
4.75K
$610K
|
|
May 19, 2023
Q4 2021
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
4.75K+ 0.51% |
$432K - $529K
|
935K
$120M
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4.48K+ 18.65% |
$407K - $499K
|
28.5K
$3.66M
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4.45KNew |
$405K - $496K
|
4.45K
$571K
|
|
Feb 14, 2022
Q4 2021
|
Apogem Capital LLC
New York, NY |
BUY
|
- |
4.45KNew |
$404K - $496K
|
4.45K
$571K
|
|
Jan 05, 2022
Q4 2021
|
Crestmont Private Wealth LLC
|
BUY
|
- |
4.28KNew |
$389K - $477K
|
4.28K
$549K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
4.23K+ 87.6% |
$385K - $472K
|
9.07K
$1.16M
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
4.2K+ 7.22% |
$382K - $468K
|
62.3K
$7.99M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.08K+ 3.34% |
$371K - $454K
|
126K
$16.2M
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.05KNew |
$368K - $451K
|
4.05K
$520K
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4K+ 33.33% |
$364K - $446K
|
16K
$2.05M
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
3.82K+ 5.49% |
$348K - $426K
|
73.4K
$9.42M
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.73KNew |
$339K - $416K
|
3.73K
$479K
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.62KNew |
$329K - $403K
|
3.62K
$464K
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.6K+ 133.33% |
$327K - $401K
|
6.3K
$809K
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.56KNew |
$324K - $397K
|
3.56K
$457K
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
3.46KNew |
$315K - $386K
|
3.46K
$444K
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
3.3KNew |
$300K - $368K
|
3.3K
$424K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.26K+ 84.77% |
$296K - $363K
|
7.1K
$911K
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.1KNew |
$282K - $346K
|
3.1K
$398K
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.8K+ 28.28% |
$255K - $312K
|
12.7K
$1.63M
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.75KNew |
$250K - $307K
|
2.75K
$353K
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.72K+ 5.08% |
$247K - $303K
|
56.3K
$7.22M
|
|
Jan 14, 2022
Q4 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
2.71K+ 6.66% |
$247K - $302K
|
43.4K
$5.58M
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
2.68KNew |
$244K - $299K
|
2.68K
$344K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.68K+ 80.91% |
$244K - $299K
|
5.99K
$769K
|
|
Feb 11, 2022
Q4 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.68K+ 18.25% |
$243K - $298K
|
17.3K
$2.22M
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
2.67KNew |
$243K - $298K
|
2.67K
$343K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
2.67KNew |
$243K - $297K
|
2.67K
$342K
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.65K+ 15.12% |
$241K - $295K
|
20.1K
$2.59M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.64K+ 74.0% |
$240K - $294K
|
6.2K
$795K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.54K+ 134.52% |
$231K - $283K
|
4.42K
$568K
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.53KNew |
$230K - $282K
|
2.53K
$325K
|