Purchases and Sales Made in Q1 2025 in Spdr S&P Aerospace & Defense E (XAR)
This table provides information about the institutional ownership of Spdr S&P Aerospace & Defense E (XAR) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR S&P AEROSPACE & DEFENSE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.38K+ 85.23% |
$376K - $431K
|
5.18K
$991K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 3810.91% |
$331K - $379K
|
2.15K
$411K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.99KNew |
$313K - $359K
|
1.99K
$380K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.94K+ 20.28% |
$307K - $351K
|
11.5K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.93K+ 84.12% |
$305K - $350K
|
4.23K
$810K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.88K+ 21.2% |
$296K - $339K
|
10.7K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.79K+ 39.41% |
$282K - $324K
|
6.33K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.78K+ 132.46% |
$280K - $321K
|
3.12K
$596K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.69K+ 421.5% |
$266K - $305K
|
2.09K
$399K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.67K+ 11126.67% |
$263K - $302K
|
1.68K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.67K+ 9.97% |
$263K - $301K
|
18.4K
$3.52M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.66KNew |
$262K - $300K
|
1.66K
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.64KNew |
$258K - $296K
|
1.64K
$313K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.58KNew |
$250K - $286K
|
1.58K
$303K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.57KNew |
$247K - $283K
|
1.57K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.53KNew |
$241K - $276K
|
1.53K
$292K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.52KNew |
$240K - $275K
|
1.52K
$291K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.43K+ 89.3% |
$225K - $258K
|
3.03K
$579K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
1.36KNew |
$214K - $245K
|
1.36K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.33KNew |
$209K - $240K
|
1.33K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.32K+ 1.73% |
$208K - $239K
|
77.5K
$14.8M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.28KNew |
$202K - $232K
|
1.28K
$245K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.28KNew |
$202K - $231K
|
1.28K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.26KNew |
$199K - $228K
|
1.26K
$241K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.24K+ 52.21% |
$196K - $224K
|
3.62K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.13K+ 5.3% |
$178K - $204K
|
22.4K
$4.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.04K+ 0.56% |
$164K - $188K
|
187K
$35.8M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.02K+ 12.66% |
$161K - $185K
|
9.1K
$1.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.02K+ 14.37% |
$161K - $184K
|
8.1K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
899+ 30.23% |
$142K - $163K
|
3.87K
$741K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
886+ 5.12% |
$140K - $160K
|
18.2K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
861+ 6.74% |
$136K - $156K
|
13.6K
$2.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
844+ 29.35% |
$133K - $153K
|
3.72K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
751+ 4.09% |
$118K - $136K
|
19.1K
$3.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
724+ 29.75% |
$114K - $131K
|
3.16K
$604K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
716+ 23.14% |
$113K - $129K
|
3.81K
$729K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
680+ 40.28% |
$107K - $123K
|
2.37K
$453K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
663+ 9.71% |
$105K - $120K
|
7.49K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
600+ 31.83% |
$94.6K - $108K
|
2.49K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
581+ 1.5% |
$91.6K - $105K
|
39.4K
$7.53M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
563+ 17.32% |
$88.8K - $102K
|
3.81K
$729K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
529+ 17.5% |
$83.4K - $95.6K
|
3.55K
$679K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
515+ 24.01% |
$81.2K - $93.1K
|
2.66K
$509K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
498+ 15.97% |
$78.5K - $90K
|
3.62K
$692K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
409+ 0.38% |
$64.5K - $73.9K
|
108K
$20.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
366New |
$57.7K - $66.2K
|
366
$70K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
365+ 26.49% |
$57.6K - $66K
|
1.74K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
350+ 5.92% |
$55.2K - $63.3K
|
6.26K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
335+ 0.92% |
$52.8K - $60.6K
|
36.7K
$7.02M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
330+ 9.57% |
$52K - $59.7K
|
3.78K
$723K
|