Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.17KNew |
$272K - $334K
|
2.17K
$302K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.15K+ 116.24% |
$270K - $331K
|
4.01K
$558K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.08KNew |
$261K - $320K
|
2.08K
$290K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.07KNew |
$259K - $318K
|
2.07K
$288K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2.02K+ 13.0% |
$253K - $311K
|
17.6K
$2.45M
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.95KNew |
$244K - $300K
|
1.95K
$271K
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.88KNew |
$235K - $289K
|
1.88K
$261K
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.88KNew |
$235K - $289K
|
1.88K
$261K
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.88K+ 4.45% |
$235K - $288K
|
44K
$6.13M
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.83KNew |
$229K - $281K
|
1.83K
$255K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.83K+ 23.61% |
$229K - $281K
|
9.57K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
1.8KNew |
$225K - $277K
|
1.8K
$251K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.8KNew |
$225K - $277K
|
1.8K
$251K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.64K+ 14.4% |
$205K - $251K
|
13K
$1.81M
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.61K+ 4.95% |
$202K - $248K
|
34.2K
$4.77M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.61K+ 59.98% |
$202K - $248K
|
4.3K
$599K
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.51KNew |
$189K - $232K
|
1.51K
$210K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.5KNew |
$188K - $231K
|
1.5K
$209K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.45KNew |
$182K - $224K
|
1.45K
$203K
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.45KNew |
$181K - $223K
|
1.45K
$202K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.44KNew |
$180K - $221K
|
1.44K
$200K
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.41KNew |
$176K - $217K
|
1.41K
$196K
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.41KNew |
$176K - $216K
|
1.41K
$196K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38KNew |
$172K - $211K
|
1.38K
$192K
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.36KNew |
$170K - $209K
|
1.36K
$190K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.34K+ 13.07% |
$168K - $206K
|
11.6K
$1.62M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.23KNew |
$154K - $189K
|
1.23K
$171K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.15K+ 343.84% |
$143K - $176K
|
1.48K
$206K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.05K+ 286.34% |
$131K - $161K
|
1.41K
$197K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.04K+ 5.4% |
$130K - $159K
|
20.2K
$2.82M
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.03K+ 3.55% |
$129K - $159K
|
30.1K
$4.2M
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
928+ 11.05% |
$116K - $143K
|
9.32K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
915+ 7.34% |
$115K - $141K
|
13.4K
$1.86M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
892+ 10.75% |
$112K - $137K
|
9.19K
$1.28M
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
845New |
$106K - $130K
|
845
$118K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
770+ 11.08% |
$96.4K - $118K
|
7.72K
$1.08M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
740+ 11.17% |
$92.6K - $114K
|
7.37K
$1.03M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
723New |
$90.5K - $111K
|
723
$101K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
716+ 9.44% |
$89.6K - $110K
|
8.3K
$1.16M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
705+ 3.81% |
$88.2K - $108K
|
19.2K
$2.68M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
647+ 2.05% |
$81K - $99.5K
|
32.2K
$4.48M
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
595+ 517.39% |
$74.5K - $91.5K
|
710
$98.9K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
562+ 11.27% |
$70.3K - $86.4K
|
5.55K
$773K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
532+ 31.44% |
$66.6K - $81.8K
|
2.22K
$310K
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
515+ 23.17% |
$64.5K - $79.2K
|
2.74K
$381K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
504+ 11.55% |
$63.1K - $77.5K
|
4.87K
$678K
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
500New |
$62.6K - $76.9K
|
500
$69.7K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
497New |
$62.2K - $76.4K
|
497
$69.2K
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
493+ 1.08% |
$61.7K - $75.8K
|
46.3K
$6.46M
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
462+ 150.0% |
$57.8K - $71.1K
|
770
$107K
|