Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
224+ 5.77% |
N/A
|
4.11K
$579K
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
212New |
N/A
|
212
$29.9K
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
200New |
N/A
|
200
$28.2K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
177+ 27.06% |
N/A
|
831
$117K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
175New |
N/A
|
175
$24.7K
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
125+ 4.15% |
N/A
|
3.14K
$443K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
100New |
N/A
|
100
$14.1K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
86+ 0.66% |
N/A
|
13K
$1.84M
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
75+ 14.71% |
N/A
|
585
$82.4K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
71+ 2.78% |
N/A
|
2.62K
$370K
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
70+ 1.11% |
N/A
|
6.37K
$898K
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
60+ 3.37% |
N/A
|
1.84K
$260K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
52+ 325.0% |
N/A
|
68
$9.58K
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
46New |
N/A
|
46
$6.48K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
40New |
N/A
|
40
$5.64K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36+ 0.1% |
N/A
|
35.7K
$5.04M
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
30New |
N/A
|
30
$4.23K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
23+ 0.46% |
N/A
|
5.05K
$712K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22+ 1.56% |
N/A
|
1.43K
$201K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
16+ 1.15% |
N/A
|
1.4K
$198K
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11+ 0.57% |
N/A
|
1.94K
$273K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9+ 8.65% |
N/A
|
113
$15.9K
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
N/A
|
4.18K
$589K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2+ 0.11% |
N/A
|
1.88K
$265K
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.11% |
N/A
|
1.86K
$262K
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.33K
$610K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.09% |
N/A
|
1.16K
$164K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5- 0.14% |
N/A
|
3.59K
$506K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6- 0.01% |
N/A
|
93.3K
$13.1M
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-13Closed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13- 1.17% |
N/A
|
1.1K
$155K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-19- 0.87% |
N/A
|
2.17K
$305K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-35Closed |
N/A
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-35- 0.91% |
N/A
|
3.81K
$537K
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-39- 1.01% |
N/A
|
3.83K
$540K
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-55- 13.25% |
N/A
|
360
$50.7K
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-55- 2.4% |
N/A
|
2.24K
$316K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-63- 1.62% |
N/A
|
3.83K
$539K
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-73- 81.11% |
N/A
|
17
$2.4K
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-100- 4.89% |
N/A
|
1.94K
$274K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-101Closed |
N/A
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-106- 4.01% |
N/A
|
2.54K
$358K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-113- 0.6% |
N/A
|
18.8K
$2.65M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-127- 2.34% |
N/A
|
5.29K
$746K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-131- 4.74% |
N/A
|
2.63K
$371K
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-150- 5.81% |
N/A
|
2.43K
$343K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-169- 1.54% |
N/A
|
10.8K
$1.52M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-174- 8.0% |
N/A
|
2K
$282K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-182- 6.56% |
N/A
|
2.59K
$365K
|