Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
13+ 38.24% |
$1.63K - $1.93K
|
47
$6.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12+ 0.65% |
$1.51K - $1.78K
|
1.86K
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11New |
$1.38K - $1.64K
|
11
$1.54K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10New |
$1.26K - $1.49K
|
10
$1.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8+ 0.6% |
$1K - $1.19K
|
1.34K
$188K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
7+ 2.12% |
$879 - $1.04K
|
337
$47.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5New |
$628 - $743
|
5
$700
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
3+ 0.09% |
$377 - $446
|
3.37K
$472K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.05% |
$251 - $297
|
4.34K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.7% |
$126 - $149
|
143
$20K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$126 - $149
|
1.7K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.14% |
$126 - $149
|
702
$98.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4- 0.17% |
$502 - $595
|
2.3K
$322K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6- 0.06% |
$753 - $892
|
9.41K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 3.33% |
$1.26K - $1.49K
|
290
$40.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11- 91.67% |
$1.38K - $1.64K
|
1
$140
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 11.93% |
$1.63K - $1.93K
|
96
$13.4K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 47.22% |
$2.13K - $2.53K
|
19
$2.66K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-17- 0.84% |
$2.13K - $2.53K
|
2K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18- 0.64% |
$2.26K - $2.68K
|
2.82K
$394K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-24Closed |
$3.01K - $3.57K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 22.94% |
$3.14K - $3.72K
|
84
$11.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-28- 7.22% |
$3.51K - $4.16K
|
360
$50.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-28- 1.46% |
$3.51K - $4.16K
|
1.89K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-31- 0.38% |
$3.89K - $4.61K
|
8.13K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-39- 1.41% |
$4.89K - $5.8K
|
2.72K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-44- 1.15% |
$5.52K - $6.54K
|
3.79K
$530K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-59- 11.07% |
$7.4K - $8.77K
|
474
$66.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-69- 0.96% |
$8.66K - $10.3K
|
7.13K
$998K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-73- 3.69% |
$9.16K - $10.9K
|
1.9K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-75- 2.3% |
$9.41K - $11.2K
|
3.19K
$447K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-76- 0.98% |
$9.54K - $11.3K
|
7.66K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-83- 1.21% |
$10.4K - $12.3K
|
6.75K
$945K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-93- 0.58% |
$11.7K - $13.8K
|
15.9K
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-98- 3.67% |
$12.3K - $14.6K
|
2.57K
$360K
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-116- 0.2% |
$14.6K - $17.2K
|
57.7K
$8.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-126- 43.15% |
$15.8K - $18.7K
|
166
$23.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-132- 6.34% |
$16.6K - $19.6K
|
1.95K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-135- 5.82% |
$16.9K - $20.1K
|
2.19K
$306K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-145- 1.78% |
$18.2K - $21.6K
|
8.01K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-150- 42.86% |
$18.8K - $22.3K
|
200
$28K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-194- 90.65% |
$24.3K - $28.8K
|
20
$2.8K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-209- 4.0% |
$26.2K - $31.1K
|
5.01K
$701K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-210- 2.72% |
$26.4K - $31.2K
|
7.5K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-239- 60.51% |
$30K - $35.5K
|
156
$21.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-240- 79.47% |
$30.1K - $35.7K
|
62
$8.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-288- 5.0% |
$36.1K - $42.8K
|
5.47K
$766K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-292- 57.03% |
$36.6K - $43.4K
|
220
$30.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-293- 3.52% |
$36.8K - $43.6K
|
8.02K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-328- 5.89% |
$41.2K - $48.8K
|
5.24K
$733K
|