Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.67KNew |
$660K - $765K
|
5.67K
$790K
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.9KNew |
$569K - $660K
|
4.9K
$682K
|
|
Aug 14, 2023
Q2 2023
|
Greenhouse Funds Lllp
Baltimore, MD |
BUY
|
- |
4.79K+ 4.94% |
$557K - $646K
|
102K
$14.2M
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.22KNew |
$490K - $569K
|
4.22K
$587K
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.13K+ 17.37% |
$480K - $556K
|
27.9K
$3.88M
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.09K+ 23.03% |
$476K - $552K
|
21.9K
$3.05M
|
|
Jul 31, 2023
Q2 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
3.89K+ 0.67% |
$452K - $524K
|
584K
$81.3M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.52K+ 120.52% |
$409K - $474K
|
6.44K
$897K
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3.05K+ 11.72% |
$355K - $412K
|
29.1K
$4.06M
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
2.95K+ 41.35% |
$343K - $398K
|
10.1K
$1.41M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.63K+ 25.09% |
$306K - $355K
|
13.1K
$1.83M
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
2.62KNew |
$305K - $354K
|
2.62K
$365K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.4K+ 18.93% |
$279K - $324K
|
15.1K
$2.1M
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.2KNew |
$256K - $297K
|
2.2K
$306K
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$254K - $295K
|
2.19K
$305K
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2KNew |
$233K - $270K
|
2K
$279K
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.9KNew |
$221K - $256K
|
1.9K
$265K
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
1.73KNew |
$201K - $233K
|
1.73K
$241K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.72K+ 7.29% |
$200K - $232K
|
25.3K
$3.53M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.69KNew |
$197K - $228K
|
1.69K
$236K
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1.65KNew |
$192K - $222K
|
1.65K
$229K
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
BUY
|
- |
1.62K+ 36.28% |
$188K - $218K
|
6.08K
$847K
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
1.55K+ 7.58% |
$181K - $209K
|
22K
$3.07M
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.49K+ 22.8% |
$173K - $200K
|
8K
$1.11M
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.48K+ 52.74% |
$172K - $199K
|
4.27K
$595K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.42K+ 16.1% |
$165K - $192K
|
10.3K
$1.43M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.3K+ 105.76% |
$152K - $176K
|
2.54K
$353K
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.23K+ 46.3% |
$143K - $166K
|
3.9K
$543K
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.23K+ 7.28% |
$143K - $166K
|
18.1K
$2.52M
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.22K+ 28.26% |
$141K - $164K
|
5.52K
$769K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.21K+ 13.65% |
$141K - $164K
|
10.1K
$1.41M
|
|
Aug 14, 2023
Q2 2023
|
Marketfield Asset Management LLC
|
BUY
|
- |
1.2K+ 4.78% |
$139K - $161K
|
26.2K
$3.66M
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.06K+ 3.75% |
$123K - $143K
|
29.4K
$4.09M
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.05K+ 2.35% |
$122K - $142K
|
45.8K
$6.39M
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.01K+ 2.73% |
$118K - $137K
|
38.1K
$5.31M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
981+ 4.66% |
$114K - $132K
|
22K
$3.07M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
974+ 50.62% |
$113K - $131K
|
2.9K
$404K
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
957+ 47.17% |
$111K - $129K
|
2.99K
$416K
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
921+ 32.53% |
$107K - $124K
|
3.75K
$523K
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
853+ 22.58% |
$99.2K - $115K
|
4.63K
$645K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
775+ 39.89% |
$90.1K - $105K
|
2.72K
$379K
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
685+ 4.6% |
$79.7K - $92.4K
|
15.6K
$2.17M
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
622+ 9.17% |
$72.3K - $83.9K
|
7.4K
$1.03M
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
620+ 13.05% |
$72.1K - $83.6K
|
5.37K
$748K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
532New |
$61.9K - $71.7K
|
532
$74.1K
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
465+ 10.49% |
$54.1K - $62.7K
|
4.9K
$682K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
416+ 6.7% |
$48.4K - $56.1K
|
6.63K
$923K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
400+ 17.79% |
$46.5K - $53.9K
|
2.65K
$369K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
385+ 9.57% |
$44.8K - $51.9K
|
4.41K
$614K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
379+ 0.79% |
$44.1K - $51.1K
|
48.6K
$6.77M
|