Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80.6K+ 14.26% |
$8.93M - $9.88M
|
646K
$90.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
64.8KNew |
$7.18M - $7.95M
|
64.8K
$9.08M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
58KNew |
$6.42M - $7.11M
|
58K
$8.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.7K+ 42.76% |
$5.39M - $5.97M
|
162K
$22.8M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.7K+ 42.76% |
$5.39M - $5.97M
|
162K
$22.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
47KNew |
$5.2M - $5.76M
|
47K
$6.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.5K+ 8.13% |
$4.71M - $5.22M
|
566K
$79.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.5K+ 2.69% |
$2.16M - $2.39M
|
743K
$104M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
12.9K+ 101.23% |
$1.43M - $1.58M
|
25.6K
$3.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.5K+ 12.64% |
$1.17M - $1.29M
|
93.9K
$13.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.03KNew |
$1M - $1.11M
|
9.03K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.38KNew |
$928K - $1.03M
|
8.38K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.7K+ 1059.42% |
$853K - $945K
|
8.43K
$1.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
7.61K+ 32.46% |
$843K - $933K
|
31K
$4.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
6.3KNew |
$698K - $773K
|
6.3K
$883K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.14K+ 135.78% |
$680K - $753K
|
10.7K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.93KNew |
$657K - $727K
|
5.93K
$831K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.45K+ 15.94% |
$604K - $668K
|
39.6K
$5.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.09K+ 44.65% |
$564K - $624K
|
16.5K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4.58KNew |
$507K - $561K
|
4.58K
$641K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.1K+ 7.01% |
$454K - $502K
|
62.5K
$8.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
4K+ 29.93% |
$443K - $491K
|
17.4K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.54K+ 7.12% |
$392K - $435K
|
53.3K
$7.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.29K+ 67.13% |
$364K - $403K
|
8.19K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
3.28K+ 24.19% |
$363K - $402K
|
16.8K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.19K+ 28.66% |
$353K - $391K
|
14.3K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.03KNew |
$336K - $372K
|
3.03K
$425K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
2.52KNew |
$279K - $309K
|
2.52K
$353K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.47KNew |
$273K - $303K
|
2.47K
$346K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.42KNew |
$269K - $297K
|
2.42K
$340K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.38K+ 8.19% |
$264K - $292K
|
31.4K
$4.41M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.25K+ 61.17% |
$249K - $276K
|
5.93K
$831K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.24K+ 1598.57% |
$248K - $274K
|
2.38K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.23KNew |
$246K - $273K
|
2.23K
$312K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.22K+ 2.99% |
$246K - $272K
|
76.3K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.2KNew |
$244K - $270K
|
2.2K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.16K+ 4.31% |
$239K - $265K
|
52.3K
$7.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2KNew |
$222K - $245K
|
2K
$280K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.91KNew |
$211K - $234K
|
1.91K
$267K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.86KNew |
$206K - $228K
|
1.86K
$261K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.72KNew |
$190K - $210K
|
1.72K
$240K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71KNew |
$189K - $209K
|
1.71K
$239K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.46K+ 10.57% |
$162K - $180K
|
15.3K
$2.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.44K+ 2.32% |
$159K - $176K
|
63.3K
$8.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.36K+ 3.89% |
$151K - $167K
|
36.3K
$5.09M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.31KNew |
$145K - $161K
|
1.31K
$184K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
1.06K+ 5.03% |
$118K - $130K
|
22.2K
$3.11M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
1.03K+ 9.24% |
$114K - $126K
|
12.1K
$1.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1K+ 17.73% |
$111K - $123K
|
6.64K
$931K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
989+ 17.03% |
$110K - $121K
|
6.8K
$952K
|
|