Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-86- 2.26% |
$11K - $13.3K
|
3.72K
$519K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-90- 10.47% |
$11.5K - $13.9K
|
770
$107K
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-92- 1.43% |
$11.8K - $14.3K
|
6.35K
$885K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 27.78% |
$12.8K - $15.5K
|
260
$36.2K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-100- 1.83% |
$12.8K - $15.5K
|
5.37K
$748K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-102- 1.36% |
$13.1K - $15.8K
|
7.41K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-109- 0.97% |
$14K - $16.9K
|
11.1K
$1.55M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-113- 4.37% |
$14.5K - $17.5K
|
2.47K
$345K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-131- 1.58% |
$16.8K - $20.3K
|
8.17K
$1.14M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-172- 1.92% |
$22K - $26.6K
|
8.78K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-175- 13.21% |
$22.4K - $27.1K
|
1.15K
$160K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-178- 11.34% |
$22.8K - $27.6K
|
1.39K
$194K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-210- 1.47% |
$26.9K - $32.5K
|
14K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-270- 83.85% |
$34.6K - $41.8K
|
52
$7.24K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-278- 54.19% |
$35.6K - $43.1K
|
235
$32.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-299- 2.13% |
$38.3K - $46.3K
|
13.7K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-308- 17.38% |
$39.5K - $47.7K
|
1.46K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-315- 11.6% |
$40.4K - $48.8K
|
2.4K
$334K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-365- 0.92% |
$46.8K - $56.5K
|
39.5K
$5.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-369- 51.32% |
$47.3K - $57.2K
|
350
$48.8K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-371- 3.21% |
$47.5K - $57.5K
|
11.2K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-400- 0.13% |
$51.3K - $62K
|
312K
$43.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-414- 15.95% |
$53.1K - $64.1K
|
2.18K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-425- 4.93% |
$54.5K - $65.8K
|
8.19K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-465- 12.32% |
$59.6K - $72K
|
3.31K
$461K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-485- 1.07% |
$62.2K - $75.1K
|
45K
$6.28M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
SELL
|
- |
-530- 82.68% |
$67.9K - $82.1K
|
111
$15.5K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-540- 0.76% |
$69.2K - $83.7K
|
70.5K
$9.83M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-546- 15.97% |
$70K - $84.6K
|
2.87K
$400K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-655- 14.53% |
$83.9K - $101K
|
3.85K
$537K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-656- 6.49% |
$84.1K - $102K
|
9.45K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-678- 10.25% |
$86.9K - $105K
|
5.94K
$827K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-684- 7.18% |
$87.7K - $106K
|
8.84K
$1.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-691- 27.62% |
$88.6K - $107K
|
1.81K
$252K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-738- 99.06% |
$94.6K - $114K
|
7
$975
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-900- 25.0% |
$115K - $139K
|
2.7K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-921- 12.75% |
$118K - $143K
|
6.3K
$878K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.15K- 6.06% |
$147K - $178K
|
17.8K
$2.48M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 5.22% |
$156K - $189K
|
22.1K
$3.08M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.3K- 8.14% |
$166K - $201K
|
14.6K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.37K- 14.68% |
$175K - $211K
|
7.93K
$1.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.45K- 8.75% |
$186K - $224K
|
15.1K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.51K- 17.58% |
$194K - $234K
|
7.09K
$987K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.65K- 9.23% |
$212K - $256K
|
16.2K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.77K- 7.91% |
$226K - $273K
|
20.5K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.83K- 11.15% |
$235K - $284K
|
14.6K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.92K- 16.4% |
$246K - $297K
|
9.79K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.96K- 57.27% |
$251K - $303K
|
1.46K
$204K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.02K- 35.09% |
$259K - $313K
|
3.74K
$521K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.21K- 23.32% |
$283K - $342K
|
7.26K
$1.01M
|