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 |
---|---|---|---|---|---|---|---|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
153New |
$16K - $17.3K
|
153
$21.6K
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
153+ 26.15% |
$16K - $17.3K
|
738
$104K
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
110+ 0.8% |
$11.5K - $12.4K
|
13.8K
$1.95M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
104New |
$10.9K - $11.8K
|
104
$14.7K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
100New |
$10.5K - $11.3K
|
100
$14.1K
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
85New |
$8.89K - $9.61K
|
85
$12K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
81+ 4.11% |
$8.47K - $9.16K
|
2.05K
$289K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
80New |
$8.37K - $9.05K
|
80
$11.3K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
75New |
$7.84K - $8.48K
|
75
$10.6K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69+ 0.7% |
$7.22K - $7.8K
|
9.97K
$1.4M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
63+ 5.69% |
$6.59K - $7.12K
|
1.17K
$165K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
61New |
$6.38K - $6.9K
|
61
$8.6K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
61New |
$6.38K - $6.9K
|
61
$8.6K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
57+ 107.55% |
$5.96K - $6.45K
|
110
$15.5K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
55New |
$5.75K - $6.22K
|
55
$7.75K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
50+ 1.41% |
$5.23K - $5.65K
|
3.58K
$505K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
50+ 2.23% |
$5.23K - $5.65K
|
2.29K
$322K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
39New |
$4.08K - $4.41K
|
39
$5.5K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26+ 0.27% |
$2.72K - $2.94K
|
9.61K
$1.35M
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15New |
$1.57K - $1.7K
|
15
$2.11K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.52% |
$1.05K - $1.13K
|
1.95K
$275K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4+ 0.12% |
$418 - $452
|
3.23K
$455K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3New |
$314 - $339
|
3
$423
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3+ 0.09% |
$314 - $339
|
3.53K
$497K
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
3+ 0.1% |
$314 - $339
|
3.01K
$424K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$105 - $113
|
4.58K
$645K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.13% |
$105 - $113
|
793
$112K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.2% |
$105 - $113
|
502
$70.7K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.31% |
$105 - $113
|
320
$45.1K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7- 0.5% |
$732 - $792
|
1.41K
$198K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16- 0.28% |
$1.67K - $1.81K
|
5.72K
$806K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-29- 0.56% |
$3.03K - $3.28K
|
5.17K
$728K
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-30- 0.8% |
$3.14K - $3.39K
|
3.73K
$526K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-32- 0.2% |
$3.35K - $3.62K
|
16.2K
$2.29M
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-35- 17.5% |
$3.66K - $3.96K
|
165
$23.3K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-54- 0.65% |
$5.65K - $6.11K
|
8.26K
$1.16M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-55- 1.67% |
$5.75K - $6.22K
|
3.25K
$457K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-66- 7.37% |
$6.9K - $7.46K
|
829
$117K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-100- 0.59% |
$10.5K - $11.3K
|
16.8K
$2.36M
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-100- 25.0% |
$10.5K - $11.3K
|
300
$42.3K
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-109- 3.33% |
$11.4K - $12.3K
|
3.17K
$446K
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-115- 1.11% |
$12K - $13K
|
10.2K
$1.44M
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-131- 9.26% |
$13.7K - $14.8K
|
1.28K
$181K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-140- 5.18% |
$14.6K - $15.8K
|
2.56K
$361K
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-149- 4.93% |
$15.6K - $16.9K
|
2.87K
$405K
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-150- 0.88% |
$15.7K - $17K
|
16.9K
$2.38M
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-151- 6.75% |
$15.8K - $17.1K
|
2.09K
$294K
|
|
Jan 25, 2023
Q4 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-198- 4.88% |
$20.7K - $22.4K
|
3.86K
$544K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-221- 0.82% |
$23.1K - $25K
|
26.7K
$3.76M
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-234- 5.6% |
$24.5K - $26.5K
|
3.95K
$556K
|