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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
314+ 94.58% |
$49.5K - $56.8K
|
646
$124K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
295+ 7.41% |
$46.5K - $53.3K
|
4.28K
$818K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
289+ 5.87% |
$45.6K - $52.2K
|
5.21K
$997K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
288+ 2.77% |
$45.4K - $52.1K
|
10.7K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
255+ 9.91% |
$40.2K - $46.1K
|
2.83K
$541K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
246+ 9.49% |
$38.8K - $44.5K
|
2.84K
$543K
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
215+ 3.93% |
$33.9K - $38.9K
|
5.68K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
200New |
$31.5K - $36.2K
|
200
$38.3K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
199New |
$31.4K - $36K
|
199
$38.1K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
185+ 11.81% |
$29.2K - $33.4K
|
1.75K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
184+ 31.51% |
$29K - $33.3K
|
768
$147K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
180New |
$28.4K - $32.5K
|
180
$34.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
180New |
$28.4K - $32.5K
|
180
$34.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
177+ 5.28% |
$27.9K - $32K
|
3.53K
$675K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
151+ 15.91% |
$23.8K - $27.3K
|
1.1K
$210K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
138+ 0.86% |
$21.8K - $24.9K
|
16.2K
$3.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
126+ 100.0% |
$19.9K - $22.8K
|
252
$48.2K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
125+ 4.93% |
$19.7K - $22.6K
|
2.66K
$509K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
125+ 18.2% |
$19.7K - $22.6K
|
812
$155K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
122+ 23.97% |
$19.2K - $22.1K
|
631
$121K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
119+ 3.08% |
$18.8K - $21.5K
|
3.99K
$763K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
111+ 0.62% |
$17.5K - $20.1K
|
17.9K
$3.43M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
111+ 6.76% |
$17.5K - $20.1K
|
1.75K
$335K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
111+ 5.11% |
$17.5K - $20.1K
|
2.28K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
104+ 1.05% |
$16.4K - $18.8K
|
10K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
101+ 3.89% |
$15.9K - $18.3K
|
2.7K
$516K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
96+ 6.25% |
$15.1K - $17.4K
|
1.63K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
93+ 7.24% |
$14.7K - $16.8K
|
1.38K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
85+ 0.17% |
$13.4K - $15.4K
|
50.4K
$9.64M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
73New |
$11.5K - $13.2K
|
73
$14K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
70+ 3.06% |
$11K - $12.7K
|
2.36K
$450K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67+ 0.82% |
$10.6K - $12.1K
|
8.26K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
65+ 3.36% |
$10.3K - $11.8K
|
2K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
58+ 3.66% |
$9.15K - $10.5K
|
1.64K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
57+ 3.61% |
$8.99K - $10.3K
|
1.64K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
56+ 15.69% |
$8.83K - $10.1K
|
413
$79K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
55+ 1.85% |
$8.67K - $9.94K
|
3.04K
$581K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
55+ 1.0% |
$8.67K - $9.94K
|
5.55K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
53+ 3.27% |
$8.36K - $9.58K
|
1.67K
$320K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
51+ 0.34% |
$8.04K - $9.22K
|
15K
$2.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
50+ 1.29% |
$7.89K - $9.04K
|
3.93K
$752K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
48+ 9.18% |
$7.57K - $8.68K
|
571
$109K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
42+ 2.6% |
$6.62K - $7.59K
|
1.66K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
42+ 3.22% |
$6.62K - $7.59K
|
1.35K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
38+ 1.36% |
$5.99K - $6.87K
|
2.83K
$541K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
26+ 0.92% |
$4.1K - $4.7K
|
2.86K
$548K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19+ 1.19% |
$3K - $3.43K
|
1.61K
$308K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.11% |
$2.68K - $3.07K
|
15.3K
$2.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
15New |
$2.37K - $2.71K
|
15
$2.87K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
13+ 11.5% |
$2.05K - $2.35K
|
126
$24.1K
|