Purchases and Sales Made in Q4 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
2.06KNew |
$192K - $233K
|
2.06K
$363K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.03KNew |
$189K - $229K
|
2.03K
$357K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.03KNew |
$189K - $229K
|
2.03K
$357K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.01KNew |
$187K - $227K
|
2.01K
$354K
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2KNew |
$187K - $226K
|
2K
$353K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2KNew |
$187K - $226K
|
2K
$353K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.97KNew |
$184K - $223K
|
1.97K
$348K
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.89KNew |
$176K - $213K
|
1.89K
$333K
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.88KNew |
$175K - $213K
|
1.88K
$332K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.51KNew |
$140K - $170K
|
1.51K
$266K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.42K+ 21.17% |
$133K - $161K
|
8.14K
$1.44M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.42KNew |
$132K - $160K
|
1.42K
$250K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.38KNew |
$128K - $155K
|
1.38K
$243K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.38KNew |
$128K - $155K
|
1.38K
$243K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.24K+ 13.35% |
$116K - $140K
|
10.5K
$1.86M
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
1.22K+ 25.24% |
$114K - $138K
|
6.06K
$1.07M
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.21K+ 42.55% |
$113K - $137K
|
4.06K
$716K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04K+ 33.16% |
$97.3K - $118K
|
4.19K
$739K
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
988+ 5.4% |
$92.2K - $112K
|
19.3K
$3.4M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
834+ 2.17% |
$77.8K - $94.3K
|
39.2K
$6.92M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
794+ 30.68% |
$74.1K - $89.8K
|
3.38K
$597K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
755+ 2.69% |
$70.4K - $85.4K
|
28.8K
$5.08M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
741New |
$69.1K - $83.8K
|
741
$131K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
713+ 7.23% |
$66.5K - $80.6K
|
10.6K
$1.87M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
689+ 6.4% |
$64.3K - $77.9K
|
11.5K
$2.02M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
681+ 6.81% |
$63.5K - $77K
|
10.7K
$1.89M
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
620New |
$57.9K - $70.1K
|
620
$109K
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
619+ 20.65% |
$57.8K - $70K
|
3.62K
$638K
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
616+ 13.43% |
$57.5K - $69.7K
|
5.2K
$918K
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
603+ 14.98% |
$56.3K - $68.2K
|
4.63K
$817K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
562+ 5.23% |
$52.4K - $63.6K
|
11.3K
$2M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
540+ 5.94% |
$50.4K - $61.1K
|
9.63K
$1.7M
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
536+ 2.59% |
$50K - $60.6K
|
21.3K
$3.75M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
480+ 9.72% |
$44.8K - $54.3K
|
5.42K
$956K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
479+ 26.09% |
$44.7K - $54.2K
|
2.32K
$409K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
474New |
$44.2K - $53.6K
|
474
$83.7K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
435+ 16.3% |
$40.6K - $49.2K
|
3.1K
$548K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
421New |
$39.3K - $47.6K
|
421
$74.3K
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
406+ 4.88% |
$37.9K - $45.9K
|
8.73K
$1.54M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
404New |
$37.7K - $45.7K
|
404
$71.3K
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
388New |
$36.2K - $43.9K
|
388
$68.5K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
388New |
$36.2K - $43.9K
|
388
$68.5K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
385New |
$35.9K - $43.5K
|
385
$68K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
312+ 1.07% |
$29.1K - $35.3K
|
29.6K
$5.22M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
305+ 15.35% |
$28.5K - $34.5K
|
2.29K
$405K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
244+ 13.96% |
$22.8K - $27.6K
|
1.99K
$352K
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
234New |
$21.8K - $26.5K
|
234
$41.3K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
200+ 9.15% |
$18.7K - $22.6K
|
2.39K
$421K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$18.7K - $22.6K
|
200
$35.3K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
159+ 1.58% |
$14.8K - $18K
|
10.2K
$1.81M
|