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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.1% |
$222 - $245
|
2.06K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.36% |
$222 - $245
|
561
$96.8K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2- 0.75% |
$222 - $245
|
263
$45.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5- 6.67% |
$554 - $613
|
70
$12.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5- 0.63% |
$554 - $613
|
788
$136K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13- 1.54% |
$1.44K - $1.59K
|
831
$143K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-15Closed |
$1.66K - $1.84K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-22- 0.57% |
$2.44K - $2.7K
|
3.84K
$663K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-31- 1.49% |
$3.43K - $3.8K
|
2.06K
$355K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-31- 0.81% |
$3.43K - $3.8K
|
3.81K
$657K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-33- 1.69% |
$3.66K - $4.05K
|
1.92K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-35- 21.34% |
$3.88K - $4.29K
|
129
$22.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-36- 0.4% |
$3.99K - $4.42K
|
9.01K
$1.55M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.21% |
$4.43K - $4.91K
|
19.4K
$3.35M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 2.58% |
$5.54K - $6.13K
|
1.89K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-53- 22.18% |
$5.87K - $6.5K
|
186
$32.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-56- 1.17% |
$6.2K - $6.87K
|
4.73K
$817K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-60- 9.82% |
$6.65K - $7.36K
|
551
$95.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-63- 3.53% |
$6.98K - $7.73K
|
1.72K
$297K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-63- 1.17% |
$6.98K - $7.73K
|
5.31K
$916K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-63- 7.65% |
$6.98K - $7.73K
|
760
$131K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-72- 3.22% |
$7.98K - $8.83K
|
2.17K
$374K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-80- 14.16% |
$8.86K - $9.81K
|
485
$83.7K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-80- 3.23% |
$8.86K - $9.81K
|
2.4K
$414K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-110- 8.8% |
$12.2K - $13.5K
|
1.14K
$197K
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-120- 1.12% |
$13.3K - $14.7K
|
10.6K
$1.82M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-125Closed |
$13.8K - $15.3K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-133- 3.61% |
$14.7K - $16.3K
|
3.55K
$613K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-150- 4.69% |
$16.6K - $18.4K
|
3.05K
$526K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-155- 9.35% |
$17.2K - $19K
|
1.5K
$259K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-213- 4.9% |
$23.6K - $26.1K
|
4.14K
$714K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-225- 1.38% |
$24.9K - $27.6K
|
16.1K
$2.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-235- 44.76% |
$26K - $28.8K
|
290
$50K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-252- 34.15% |
$27.9K - $30.9K
|
486
$83.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-263- 4.57% |
$29.1K - $32.3K
|
5.49K
$948K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-291- 51.69% |
$32.2K - $35.7K
|
272
$46.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-297- 3.82% |
$32.9K - $36.4K
|
7.47K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-297- 4.27% |
$32.9K - $36.4K
|
6.66K
$1.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-300- 14.38% |
$33.2K - $36.8K
|
1.79K
$308K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-300- 14.14% |
$33.2K - $36.8K
|
1.82K
$314K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-311- 13.42% |
$34.5K - $38.1K
|
2.01K
$346K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-315- 10.82% |
$34.9K - $38.6K
|
2.6K
$448K
|
|
|
Aug 02, 2023
Q2 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-317- 0.7% |
$35.1K - $38.9K
|
44.8K
$7.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-328- 8.32% |
$36.3K - $40.2K
|
3.62K
$624K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-334- 13.61% |
$37K - $41K
|
2.12K
$366K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-355- 7.18% |
$39.3K - $43.5K
|
4.59K
$792K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-375- 15.76% |
$41.5K - $46K
|
2.01K
$346K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-389- 3.52% |
$43.1K - $47.7K
|
10.7K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-398- 14.46% |
$44.1K - $48.8K
|
2.36K
$406K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-404- 2.84% |
$44.8K - $49.5K
|
13.8K
$2.39M
|