Latest Institutional Transactions on Spdr Ser Tr Oil & Gas Explorat (XOP)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Oil & Gas Explorat (XOP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Marks Wealth, LLC
|
BUY
|
- |
127KNew |
$16.3M - $19.7M
|
127K
$16.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
450+ 28.13% |
$57.7K - $69.7K
|
2.05K
$268K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
59.1KNew |
$7.57M - $9.15M
|
59.1K
$7.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.55KNew |
$711K - $860K
|
5.55K
$725K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.45K- 8.75% |
$186K - $224K
|
15.1K
$1.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.65KNew |
$212K - $256K
|
1.65K
$216K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-12.1K- 42.21% |
$1.55M - $1.87M
|
16.5K
$2.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-37- 44.05% |
$4.74K - $5.73K
|
47
$6.14K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
600New |
$76.9K - $93K
|
600
$78.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
34+ 2.02% |
$4.36K - $5.27K
|
1.72K
$225K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
223New |
$28.6K - $34.5K
|
223
$29.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 100.0% |
$1.28K - $1.55K
|
20
$2.61K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-126K- 69.63% |
$16.2M - $19.6M
|
55.1K
$7.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-20- 40.0% |
$2.56K - $3.1K
|
30
$3.92K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-10- 0.4% |
$1.28K - $1.55K
|
2.51K
$327K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
150New |
$19.2K - $23.2K
|
150
$19.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-900- 25.0% |
$115K - $139K
|
2.7K
$353K
|
|
|
Apr 12, 2024
Q1 2024
|
P&S Credit Management, L.P.
New York, NY |
BUY
|
PUT |
2K+ 8.0% |
$256K - $310K
|
27K
$3.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.3KNew |
$167K - $201K
|
1.3K
$170K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
13.6KNew |
$1.74M - $2.1M
|
13.6K
$1.78M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6New |
$769 - $930
|
6
$784
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50New |
$6.41K - $7.75K
|
50
$6.53K
|
|
| Q4 2023 | |||||||
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
5KNew |
$647K - $765K
|
5K
$653K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-445- 12.05% |
$57.6K - $68.1K
|
3.25K
$424K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
132New |
$17.1K - $20.2K
|
132
$17.2K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.26KNew |
$422K - $498K
|
3.26K
$426K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.39K- 84.26% |
$310K - $366K
|
447
$58.4K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
27+ 2700.0% |
$3.49K - $4.13K
|
28
$3.66K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
226New |
$29.3K - $34.6K
|
226
$29.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1.61KNew |
$209K - $247K
|
1.61K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
5.15K+ 26.7% |
$666K - $787K
|
24.4K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.62KNew |
$210K - $248K
|
1.62K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.91K- 51.11% |
$247K - $292K
|
1.82K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-196K- 92.77% |
$25.4M - $30M
|
15.3K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
666New |
$86.2K - $102K
|
666
$87K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-84- 53.85% |
$10.9K - $12.8K
|
72
$9.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Black Barn Capital Partners LP
New York, NY |
BUY
|
- |
40KNew |
$5.18M - $6.12M
|
40K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
40KNew |
$5.18M - $6.12M
|
40K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
49New |
$6.34K - $7.5K
|
49
$6.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.53KNew |
$198K - $234K
|
1.53K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
9New |
$1.16K - $1.38K
|
9
$1.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
PUT |
6.5KNew |
$841K - $994K
|
6.5K
$849K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.47KNew |
$190K - $224K
|
1.47K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
125New |
$16.2K - $19.1K
|
125
$16.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-132K- 82.31% |
$17.1M - $20.2M
|
28.4K
$3.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.83KNew |
$495K - $585K
|
3.83K
$500K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-12.4K- 98.41% |
$1.61M - $1.9M
|
200
$26.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.41KNew |
$570K - $674K
|
4.41K
$576K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.57K+ 7784.85% |
$333K - $393K
|
2.6K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.78% |
$259 - $306
|
257
$33.6K
|
|