Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
114+ 63.33% |
$16.5K - $24K
|
294
$70K
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
113+ 1.99% |
$16.4K - $23.8K
|
5.8K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
110+ 3.62% |
$15.9K - $23.2K
|
3.15K
$749K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
105+ 5.68% |
$15.2K - $22.1K
|
1.95K
$465K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
101New |
$14.6K - $21.3K
|
101
$24.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
81+ 10.55% |
$11.7K - $17.1K
|
849
$202K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
78+ 4.77% |
$11.3K - $16.5K
|
1.71K
$408K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
77+ 2.72% |
$11.2K - $16.2K
|
2.9K
$691K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
77+ 1.39% |
$11.2K - $16.2K
|
5.63K
$1.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
69+ 30.4% |
$10K - $14.6K
|
296
$70.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
68+ 34.17% |
$9.86K - $14.3K
|
267
$63.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
66+ 4.97% |
$9.57K - $13.9K
|
1.39K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
64+ 5.63% |
$9.28K - $13.5K
|
1.2K
$286K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
63+ 0.42% |
$9.13K - $13.3K
|
15.1K
$3.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
58+ 18.95% |
$8.41K - $12.2K
|
364
$86.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
52+ 0.85% |
$7.54K - $11K
|
6.19K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
50+ 2.8% |
$7.25K - $10.5K
|
1.84K
$437K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
30+ 9.97% |
$4.35K - $6.33K
|
331
$78.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
30New |
$4.35K - $6.33K
|
30
$7.14K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
27New |
$3.91K - $5.7K
|
27
$6.43K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
26+ 1.48% |
$3.77K - $5.48K
|
1.78K
$423K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
25+ 33.33% |
$3.62K - $5.27K
|
100
$23.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
22New |
$3.19K - $4.64K
|
22
$5.24K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
13+ 1.31% |
$1.88K - $2.74K
|
1.01K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
12+ 1.48% |
$1.74K - $2.53K
|
824
$196K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
12+ 23.08% |
$1.74K - $2.53K
|
64
$15.2K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11+ 0.35% |
$1.59K - $2.32K
|
3.13K
$744K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5+ 0.31% |
$725 - $1.05K
|
1.61K
$384K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5New |
$725 - $1.05K
|
5
$1.19K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.07% |
$435 - $633
|
4.59K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.1% |
$290 - $422
|
2.09K
$497K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2New |
$290 - $422
|
2
$476
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
1+ 0.06% |
$145 - $211
|
1.67K
$398K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.04% |
$145 - $211
|
2.24K
$534K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$145 - $211
|
1.82K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
1+ 0.02% |
$145 - $211
|
6.14K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.07% |
$145 - $211
|
1.49K
$354K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2- 0.18% |
$290 - $422
|
1.1K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-6- 0.58% |
$870 - $1.27K
|
1.03K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.24% |
$1.3K - $1.9K
|
3.8K
$905K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 0.38% |
$1.45K - $2.11K
|
2.65K
$632K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10- 0.28% |
$1.45K - $2.11K
|
3.52K
$838K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 1.56% |
$1.45K - $2.11K
|
630
$150K
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-11- 0.59% |
$1.59K - $2.32K
|
1.86K
$442K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-11- 0.19% |
$1.59K - $2.32K
|
5.79K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-16- 0.54% |
$2.32K - $3.38K
|
2.97K
$707K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20- 5.05% |
$2.9K - $4.22K
|
376
$89.5K
|