Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
290+ 15.8% |
$38.3K - $42K
|
2.13K
$371K
|
|
|
Aug 05, 2024
Q2 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
286+ 10.31% |
$37.8K - $41.4K
|
3.06K
$535K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
283New |
$37.4K - $41K
|
283
$49.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
264New |
$34.9K - $38.3K
|
264
$46.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
249+ 2.13% |
$32.9K - $36.1K
|
11.9K
$2.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
236+ 4.26% |
$31.2K - $34.2K
|
5.77K
$1.01M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
225+ 2.31% |
$29.7K - $32.6K
|
9.97K
$1.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
219+ 13.63% |
$28.9K - $31.7K
|
1.83K
$319K
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
179+ 4.72% |
$23.6K - $25.9K
|
3.97K
$694K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
175New |
$23.1K - $25.4K
|
175
$30.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
161+ 8.28% |
$21.3K - $23.3K
|
2.11K
$368K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
150+ 14.91% |
$19.8K - $21.7K
|
1.16K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
145+ 9.09% |
$19.2K - $21K
|
1.74K
$304K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
140+ 43.89% |
$18.5K - $20.3K
|
459
$80.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
140+ 8.02% |
$18.5K - $20.3K
|
1.89K
$329K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
131+ 47.64% |
$17.3K - $19K
|
406
$70.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
130+ 0.77% |
$17.2K - $18.8K
|
17K
$2.98M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
122+ 0.34% |
$16.1K - $17.7K
|
36.2K
$6.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
121+ 5.44% |
$16K - $17.5K
|
2.34K
$410K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
110+ 2.14% |
$14.5K - $15.9K
|
5.25K
$917K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
106+ 4.96% |
$14K - $15.4K
|
2.24K
$392K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
98+ 0.51% |
$12.9K - $14.2K
|
19.2K
$3.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
95+ 0.99% |
$12.5K - $13.8K
|
9.74K
$1.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
89+ 5.36% |
$11.8K - $12.9K
|
1.75K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
85+ 2.93% |
$11.2K - $12.3K
|
2.99K
$522K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
83+ 3.45% |
$11K - $12K
|
2.49K
$435K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
77+ 0.42% |
$10.2K - $11.2K
|
18.3K
$3.2M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
73+ 32.02% |
$9.64K - $10.6K
|
301
$52.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
72+ 2.09% |
$9.51K - $10.4K
|
3.51K
$614K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
72New |
$9.51K - $10.4K
|
72
$12.6K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
71+ 9.5% |
$9.38K - $10.3K
|
818
$143K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
60+ 4.18% |
$7.93K - $8.7K
|
1.5K
$261K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
55New |
$7.27K - $7.97K
|
55
$9.61K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
54New |
$7.13K - $7.83K
|
54
$9.44K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
48+ 0.63% |
$6.34K - $6.96K
|
7.7K
$1.35M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
46+ 8.07% |
$6.08K - $6.67K
|
616
$108K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
41+ 0.23% |
$5.42K - $5.94K
|
17.8K
$3.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
36+ 0.82% |
$4.76K - $5.22K
|
4.4K
$769K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
36+ 0.91% |
$4.76K - $5.22K
|
3.97K
$694K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34+ 5.14% |
$4.49K - $4.93K
|
696
$122K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
31+ 1.69% |
$4.1K - $4.49K
|
1.86K
$325K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
29+ 36.25% |
$3.83K - $4.2K
|
109
$19K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
28+ 1.51% |
$3.7K - $4.06K
|
1.89K
$330K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
26+ 0.33% |
$3.43K - $3.77K
|
7.88K
$1.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25+ 1.69% |
$3.3K - $3.62K
|
1.5K
$263K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25+ 0.26% |
$3.3K - $3.62K
|
9.55K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22+ 0.9% |
$2.91K - $3.19K
|
2.46K
$430K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
21+ 1.24% |
$2.77K - $3.04K
|
1.71K
$299K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
12+ 2.0% |
$1.59K - $1.74K
|
613
$107K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7New |
$925 - $1.01K
|
7
$1.22K
|