Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.26K+ 47.5% |
$164K - $193K
|
3.93K
$552K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
998+ 4.47% |
$129K - $153K
|
23.3K
$3.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
975New |
$126K - $149K
|
975
$137K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
956+ 4.04% |
$124K - $146K
|
24.6K
$3.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
842+ 75.45% |
$109K - $129K
|
1.96K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
699New |
$90.5K - $107K
|
699
$98.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
673+ 7.35% |
$87.1K - $103K
|
9.83K
$1.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
667+ 855.13% |
$86.3K - $102K
|
745
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
666New |
$86.2K - $102K
|
666
$93.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
640+ 13.64% |
$82.8K - $97.9K
|
5.33K
$750K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
627+ 6.38% |
$81.2K - $95.9K
|
10.5K
$1.47M
|
|
|
Jan 03, 2024
Q4 2023
|
Spence Asset Management
|
BUY
|
- |
622+ 11.3% |
$80.5K - $95.1K
|
6.13K
$862K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
470+ 120.51% |
$60.8K - $71.9K
|
860
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
428+ 7.76% |
$55.4K - $65.5K
|
5.95K
$837K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
419+ 5.43% |
$54.2K - $64.1K
|
8.14K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
390+ 0.99% |
$50.5K - $59.7K
|
39.8K
$5.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
296+ 6.52% |
$38.3K - $45.3K
|
4.83K
$680K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
279+ 3.04% |
$36.1K - $42.7K
|
9.47K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
278New |
$36K - $42.5K
|
278
$39.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
260+ 2.52% |
$33.7K - $39.8K
|
10.6K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
255+ 1.68% |
$33K - $39K
|
15.5K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
249New |
$32.2K - $38.1K
|
249
$35K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
244+ 256.84% |
$31.6K - $37.3K
|
339
$47.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
226New |
$29.3K - $34.6K
|
226
$31.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
209+ 5.53% |
$27.1K - $32K
|
3.99K
$561K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
203+ 9.8% |
$26.3K - $31.1K
|
2.28K
$320K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
200+ 18.43% |
$25.9K - $30.6K
|
1.29K
$181K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
184+ 3.79% |
$23.8K - $28.1K
|
5.04K
$710K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
176+ 6.22% |
$22.8K - $26.9K
|
3.01K
$423K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
155New |
$20.1K - $23.7K
|
155
$21.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
150+ 42.86% |
$19.4K - $22.9K
|
500
$70.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150New |
$19.4K - $22.9K
|
150
$21.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
150+ 10.34% |
$19.4K - $22.9K
|
1.6K
$225K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
140New |
$18.1K - $21.4K
|
140
$19.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
140New |
$18.1K - $21.4K
|
140
$19.7K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
132New |
$17.1K - $20.2K
|
132
$18.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
125New |
$16.2K - $19.1K
|
125
$17.6K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
115+ 16.2% |
$14.9K - $17.6K
|
825
$116K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
106New |
$13.7K - $16.2K
|
106
$14.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100New |
$12.9K - $15.3K
|
100
$14.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 38.46% |
$12.9K - $15.3K
|
360
$50.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
86+ 2.31% |
$11.1K - $13.2K
|
3.81K
$536K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
85+ 0.38% |
$11K - $13K
|
22.4K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
80+ 33.06% |
$10.4K - $12.2K
|
322
$45.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
76+ 0.89% |
$9.84K - $11.6K
|
8.62K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
68New |
$8.8K - $10.4K
|
68
$9.57K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
62New |
$8.03K - $9.48K
|
62
$8.73K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
50New |
$6.47K - $7.65K
|
50
$7.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
49New |
$6.34K - $7.5K
|
49
$6.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40+ 2.27% |
$5.18K - $6.12K
|
1.81K
$254K
|