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 |
---|---|---|---|---|---|---|---|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
2.52KNew |
$229K - $281K
|
2.52K
$324K
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
2.5K+ 17.97% |
$228K - $279K
|
16.4K
$2.11M
|
|
Feb 08, 2022
Q4 2021
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
2.5KNew |
$227K - $279K
|
2.5K
$321K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.45KNew |
$223K - $273K
|
2.45K
$315K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.44K+ 43.27% |
$222K - $272K
|
8.08K
$1.04M
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.41KNew |
$219K - $268K
|
2.41K
$309K
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.4KNew |
$218K - $267K
|
2.4K
$307K
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.35K+ 4.3% |
$214K - $262K
|
57K
$7.31M
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.32K+ 29.39% |
$211K - $259K
|
10.2K
$1.31M
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.3KNew |
$209K - $256K
|
2.3K
$295K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.21K+ 63.37% |
$201K - $247K
|
5.71K
$733K
|
|
Jan 26, 2022
Q4 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 6.0% |
$196K - $241K
|
38.1K
$4.89M
|
|
Aug 02, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
2.13KNew |
$193K - $237K
|
2.13K
$273K
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.12KNew |
$193K - $236K
|
2.12K
$272K
|
|
Feb 14, 2022
Q4 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
2.11K+ 53.85% |
$192K - $236K
|
6.04K
$775K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.07K+ 0.23% |
$188K - $231K
|
893K
$115M
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2KNew |
$182K - $223K
|
2K
$257K
|
|
Feb 15, 2022
Q4 2021
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
2KNew |
$182K - $223K
|
2K
$257K
|
|
Feb 14, 2022
Q4 2021
|
Capital Management Associates
New York, NY |
BUY
|
- |
2K+ 22.22% |
$182K - $223K
|
11K
$1.41M
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.89K+ 420.67% |
$172K - $211K
|
2.34K
$301K
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.86K+ 71.98% |
$169K - $208K
|
4.45K
$571K
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.86K+ 71.98% |
$169K - $208K
|
4.45K
$571K
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.83K+ 30.94% |
$166K - $204K
|
7.73K
$992K
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.41KNew |
$129K - $158K
|
1.41K
$181K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.36KNew |
$124K - $152K
|
1.36K
$175K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.28KNew |
$116K - $143K
|
1.28K
$164K
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.2K+ 0.39% |
$109K - $134K
|
309K
$39.7M
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
1.16K+ 44.83% |
$106K - $129K
|
3.75K
$481K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.1K+ 123.27% |
$100K - $123K
|
2K
$256K
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.07K+ 6.93% |
$97.1K - $119K
|
16.5K
$2.12M
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.04KNew |
$94.6K - $116K
|
1.04K
$133K
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
707+ 33.02% |
$64.3K - $78.8K
|
2.85K
$366K
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
684+ 31.98% |
$62.2K - $76.2K
|
2.82K
$362K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
541+ 5.72% |
$49.2K - $60.3K
|
10K
$1.28M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
534+ 456.41% |
$48.6K - $59.5K
|
651
$83.5K
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
502New |
$45.7K - $56K
|
502
$64.4K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
446+ 154.33% |
$40.6K - $49.7K
|
735
$94.3K
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
436+ 0.14% |
$39.7K - $48.6K
|
314K
$40.2M
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
436+ 4.9% |
$39.7K - $48.6K
|
9.34K
$1.2M
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
425+ 70.25% |
$38.7K - $47.4K
|
1.03K
$132K
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
381+ 10.69% |
$34.7K - $42.5K
|
3.95K
$506K
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
362+ 54.93% |
$32.9K - $40.4K
|
1.02K
$131K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
300+ 23.08% |
$27.3K - $33.4K
|
1.6K
$205K
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
286+ 3.05% |
$26K - $31.9K
|
9.66K
$1.24M
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
285+ 11.63% |
$25.9K - $31.8K
|
2.74K
$351K
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
271New |
$24.6K - $30.2K
|
271
$34.8K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
271New |
$24.6K - $30.2K
|
271
$34.8K
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
266+ 3.78% |
$24.2K - $29.7K
|
7.31K
$938K
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
252+ 1.78% |
$22.9K - $28.1K
|
14.4K
$1.85M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
200+ 6.14% |
$18.2K - $22.3K
|
3.46K
$444K
|