Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
700New |
N/A
|
700
$98.7K
|
|
Aug 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
675+ 12.55% |
N/A
|
6.06K
$853K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
627+ 111.57% |
N/A
|
1.19K
$168K
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
475+ 3.5% |
N/A
|
14K
$1.98M
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
424+ 424.0% |
N/A
|
524
$73.8K
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
422+ 5.37% |
N/A
|
8.28K
$1.17M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
421+ 0.16% |
N/A
|
256K
$36.1M
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
393+ 10.97% |
N/A
|
3.97K
$560K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
300+ 20.91% |
N/A
|
1.74K
$245K
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
241+ 11.88% |
N/A
|
2.27K
$320K
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
237+ 6.68% |
N/A
|
3.79K
$534K
|
|
Jul 30, 2021
Q2 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
180+ 54.55% |
N/A
|
510
$71.9K
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
148+ 8.11% |
N/A
|
1.97K
$278K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
120+ 6.43% |
N/A
|
1.99K
$280K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
112+ 81.75% |
N/A
|
249
$35.1K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
110+ 2.95% |
N/A
|
3.84K
$541K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
89New |
N/A
|
89
$12.5K
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
85+ 0.86% |
N/A
|
10K
$1.41M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72+ 2.36% |
N/A
|
3.12K
$440K
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
70+ 3.75% |
N/A
|
1.94K
$273K
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
70New |
N/A
|
70
$9.87K
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
64+ 3.76% |
N/A
|
1.76K
$249K
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
62New |
N/A
|
62
$8.74K
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
52+ 0.75% |
N/A
|
6.96K
$980K
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43+ 0.74% |
N/A
|
5.86K
$826K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
41+ 1.42% |
N/A
|
2.93K
$412K
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
40+ 10.0% |
N/A
|
440
$62K
|
|
Aug 02, 2021
Q2 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5+ 0.07% |
N/A
|
7.3K
$1.03M
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3+ 0.03% |
N/A
|
10.8K
$1.52M
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
2+ 0.12% |
N/A
|
1.74K
$245K
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
BUY
|
- |
2+ 0.12% |
N/A
|
1.63K
$229K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2+ 0.01% |
N/A
|
14.6K
$2.06M
|
|
Jul 29, 2021
Q2 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2+ 0.09% |
N/A
|
2.25K
$317K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.06% |
N/A
|
1.68K
$237K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
N/A
|
11K
$1.55M
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.05% |
N/A
|
2K
$282K
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.06% |
N/A
|
1.79K
$252K
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.33K
$610K
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.32% |
N/A
|
318
$44.8K
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-7Closed |
N/A
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-14Closed |
N/A
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16- 0.06% |
N/A
|
25.5K
$3.59M
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-19- 1.05% |
N/A
|
1.79K
$252K
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-22- 1.33% |
N/A
|
1.64K
$231K
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
SELL
|
- |
-25- 2.72% |
N/A
|
893
$126K
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-28- 5.14% |
N/A
|
517
$72.9K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-35- 1.5% |
N/A
|
2.31K
$325K
|