Latest Institutional Purchases of Spdr Ser Tr Spdr S&P Oil & Gas (XES)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr S&P Oil & Gas (XES) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.4KNew |
$263K - $316K
|
3.4K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
2.57KNew |
$199K - $239K
|
2.57K
$183K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.03K+ 9.03% |
$80K - $96.3K
|
12.5K
$891K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
243New |
$18.8K - $22.6K
|
243
$17.3K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
225+ 33.04% |
$17.4K - $20.9K
|
906
$64.6K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50New |
$3.87K - $4.65K
|
50
$3.57K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
25.3KNew |
$1.99M - $2.42M
|
25.3K
$1.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.62KNew |
$519K - $633K
|
6.62K
$472K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.12K+ 49.66% |
$480K - $585K
|
18.4K
$1.32M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.54KNew |
$356K - $434K
|
4.54K
$324K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.97KNew |
$233K - $283K
|
2.97K
$212K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.29KNew |
$101K - $123K
|
1.29K
$92K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
970New |
$76.1K - $92.7K
|
970
$69.2K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
200New |
$15.7K - $19.1K
|
200
$14.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
200New |
$15.7K - $19.1K
|
200
$14.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
56New |
$4.39K - $5.35K
|
56
$4K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
33New |
$2.59K - $3.15K
|
33
$2.35K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
29New |
$2.27K - $2.77K
|
29
$2.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
18New |
$1.41K - $1.72K
|
18
$1.28K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15New |
$1.18K - $1.43K
|
15
$1.07K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
175KNew |
$13.7M - $17.5M
|
175K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
34K+ 62.96% |
$2.66M - $3.4M
|
88.1K
$6.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21.9KNew |
$1.71M - $2.19M
|
21.9K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
10.7KNew |
$838K - $1.07M
|
10.7K
$765K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
9.49KNew |
$741K - $947K
|
9.49K
$677K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.75KNew |
$449K - $574K
|
5.75K
$410K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
4.65KNew |
$363K - $464K
|
4.65K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.24KNew |
$253K - $323K
|
3.24K
$231K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.45KNew |
$192K - $245K
|
2.45K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.32KNew |
$181K - $231K
|
2.32K
$165K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.18K+ 32.09% |
$92.1K - $118K
|
4.85K
$346K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
564New |
$44.1K - $56.3K
|
564
$40.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
274+ 721.05% |
$21.4K - $27.4K
|
312
$22.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
211+ 49.53% |
$16.5K - $21.1K
|
637
$45.4K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
122New |
$9.53K - $12.2K
|
122
$8.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
80New |
$6.25K - $7.99K
|
80
$5.71K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
75New |
$5.86K - $7.49K
|
75
$5.35K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
64New |
$5K - $6.39K
|
64
$4.57K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.2KNew |
$817K - $970K
|
12.2K
$868K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
300New |
$20.1K - $23.9K
|
300
$21.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
34New |
$2.28K - $2.71K
|
34
$2.43K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$67.1 - $79.7
|
1
$71.3
|
|
| Q1 2023 | |||||||
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.1KNew |
$2.44M - $3.19M
|
35.1K
$2.5M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
33.2KNew |
$2.31M - $3.02M
|
33.2K
$2.37M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
29.1KNew |
$2.03M - $2.65M
|
29.1K
$2.08M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
17.3KNew |
$1.2M - $1.57M
|
17.3K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.31KNew |
$508K - $664K
|
7.31K
$521K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
5.9KNew |
$410K - $536K
|
5.9K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
3KNew |
$209K - $273K
|
3K
$214K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
625New |
$43.5K - $56.8K
|
625
$44.6K
|
|