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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
40KNew |
$5.18M - $6.12M
|
40K
$5.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
49New |
$6.34K - $7.5K
|
49
$6.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.53KNew |
$198K - $234K
|
1.53K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
PUT |
6.5KNew |
$841K - $994K
|
6.5K
$871K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.47KNew |
$190K - $224K
|
1.47K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
125New |
$16.2K - $19.1K
|
125
$16.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-132K- 82.31% |
$17.1M - $20.2M
|
28.4K
$3.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.83KNew |
$495K - $585K
|
3.83K
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-12.4K- 98.41% |
$1.61M - $1.9M
|
200
$26.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.41KNew |
$570K - $674K
|
4.41K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.57K+ 7784.85% |
$333K - $393K
|
2.6K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.78% |
$259 - $306
|
257
$34.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.15KNew |
$537K - $634K
|
4.15K
$556K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
184+ 3.79% |
$23.8K - $28.1K
|
5.04K
$676K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.33K- 9.44% |
$172K - $203K
|
12.7K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
24.4KNew |
$3.15M - $3.73M
|
24.4K
$3.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
67.7KNew |
$8.77M - $10.4M
|
67.7K
$9.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
200New |
$25.9K - $30.6K
|
200
$26.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.96KNew |
$383K - $453K
|
2.96K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
68New |
$8.8K - $10.4K
|
68
$9.11K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.65K+ 51.02% |
$861K - $1.02M
|
19.7K
$2.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
13.2KNew |
$1.71M - $2.02M
|
13.2K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
62New |
$8.03K - $9.48K
|
62
$8.31K
|
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.94K- 50.01% |
$250K - $296K
|
1.93K
$259K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-232- 11.76% |
$30K - $35.5K
|
1.74K
$233K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
54.3KNew |
$7.03M - $8.31M
|
54.3K
$7.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-666- 2.14% |
$86.2K - $102K
|
30.4K
$4.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
11.1KNew |
$1.44M - $1.7M
|
11.1K
$1.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-150- 50.0% |
$19.4K - $22.9K
|
150
$20.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
12+ 0.73% |
$1.55K - $1.84K
|
1.65K
$220K
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
3.6KNew |
$466K - $551K
|
3.6K
$483K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.75K- 79.42% |
$744K - $879K
|
1.49K
$200K
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
3.44KNew |
$445K - $525K
|
3.44K
$460K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
2KNew |
$259K - $306K
|
2K
$268K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-267- 6.74% |
$34.6K - $40.8K
|
3.69K
$495K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150New |
$19.4K - $22.9K
|
150
$20.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
7.02KNew |
$908K - $1.07M
|
7.02K
$940K
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.36K- 27.13% |
$177K - $209K
|
3.66K
$491K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.36K- 1.41% |
$176K - $208K
|
95K
$12.7M
|
|
| Q3 2023 | |||||||
|
May 07, 2025
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
36.7KNew |
$4.59M - $5.64M
|
36.7K
$4.91M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
49New |
$6.13K - $7.54K
|
49
$6.57K
|
|
|
Nov 14, 2023
Q3 2023
|
Sea Otter Advisors LLC
New York, NY |
SELL
|
- |
-1K- 31.25% |
$125K - $154K
|
2.2K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-4.15K- 64.04% |
$519K - $638K
|
2.33K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1- 0.04% |
$125 - $154
|
2.65K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
33.3K+ 130.21% |
$4.17M - $5.12M
|
58.9K
$7.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.5KNew |
$188K - $231K
|
1.5K
$201K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
8.8KNew |
$1.1M - $1.35M
|
8.8K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.8KNew |
$225K - $277K
|
1.8K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.95KNew |
$244K - $300K
|
1.95K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.3KNew |
$288K - $354K
|
2.3K
$308K
|
|