Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-275- 7.44% |
$35.6K - $42.1K
|
3.42K
$472K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-286- 0.5% |
$37K - $43.7K
|
56.8K
$7.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-289- 4.23% |
$37.4K - $44.2K
|
6.54K
$903K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-300- 7.69% |
$38.8K - $45.9K
|
3.6K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-312- 8.39% |
$40.4K - $47.7K
|
3.41K
$471K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-315- 2.43% |
$40.8K - $48.2K
|
12.6K
$1.74M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-379- 0.56% |
$49.1K - $58K
|
67.1K
$9.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-418- 0.33% |
$54.1K - $63.9K
|
126K
$17.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-445- 12.05% |
$57.6K - $68.1K
|
3.25K
$449K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-445- 12.05% |
$57.6K - $68.1K
|
3.25K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-449- 1.44% |
$58.1K - $68.7K
|
30.8K
$4.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-453- 58.83% |
$58.6K - $69.3K
|
317
$43.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-457- 20.55% |
$59.2K - $69.9K
|
1.77K
$244K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-461- 4.88% |
$59.7K - $70.5K
|
8.99K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-515- 0.76% |
$66.7K - $78.8K
|
67.2K
$9.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-655- 23.92% |
$84.8K - $100K
|
2.08K
$288K
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-666- 2.14% |
$86.2K - $102K
|
30.4K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-678- 0.94% |
$87.8K - $104K
|
71.1K
$9.82M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-706- 4.72% |
$91.4K - $108K
|
14.2K
$1.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-786- 6.86% |
$102K - $120K
|
10.7K
$1.48M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-802- 1.73% |
$104K - $123K
|
45.5K
$6.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-822- 8.12% |
$106K - $126K
|
9.3K
$1.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-825- 17.94% |
$107K - $126K
|
3.77K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-829- 20.69% |
$107K - $127K
|
3.18K
$439K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-886- 9.5% |
$115K - $136K
|
8.44K
$1.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-901- 63.72% |
$117K - $138K
|
513
$70.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-940- 26.58% |
$122K - $144K
|
2.6K
$359K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.03K- 6.06% |
$133K - $157K
|
15.9K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.06K- 12.76% |
$137K - $162K
|
7.22K
$998K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-1.07K- 1.02% |
$139K - $164K
|
104K
$14.3M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.14K- 15.9% |
$147K - $174K
|
6.01K
$830K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.14K- 77.27% |
$148K - $175K
|
336
$46.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.14K- 15.06% |
$148K - $175K
|
6.44K
$890K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.16K- 5.94% |
$150K - $177K
|
18.3K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.33K- 9.44% |
$172K - $203K
|
12.7K
$1.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.36K- 1.41% |
$176K - $208K
|
95K
$13.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.36K- 27.13% |
$177K - $209K
|
3.66K
$506K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.39K- 28.86% |
$180K - $212K
|
3.42K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.5K- 26.79% |
$194K - $229K
|
4.1K
$566K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.52K- 12.52% |
$197K - $233K
|
10.6K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.8K- 13.45% |
$233K - $275K
|
11.6K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.9K- 42.3% |
$245K - $290K
|
2.59K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.91K- 51.11% |
$247K - $292K
|
1.82K
$252K
|
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.94K- 50.01% |
$250K - $296K
|
1.93K
$267K
|
|
|
Jan 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
SELL
|
- |
-1.96K- 4.82% |
$253K - $299K
|
38.6K
$5.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.96K- 28.03% |
$254K - $300K
|
5.04K
$696K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.26K- 6.85% |
$292K - $345K
|
30.6K
$4.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.38K- 55.32% |
$308K - $364K
|
1.92K
$265K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.39K- 84.26% |
$310K - $366K
|
447
$61.7K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.58K- 5.39% |
$334K - $395K
|
45.3K
$6.26M
|