Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
64+ 3.47% |
$9.84K - $11.3K
|
1.91K
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
64+ 3.85% |
$9.84K - $11.3K
|
1.73K
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
62+ 2.61% |
$9.54K - $10.9K
|
2.43K
$466K
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
54+ 0.78% |
$8.31K - $9.53K
|
7.02K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50New |
$7.69K - $8.83K
|
50
$9.56K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
47+ 0.41% |
$7.23K - $8.3K
|
11.4K
$2.19M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
45New |
$6.92K - $7.94K
|
45
$8.61K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
45New |
$6.92K - $7.94K
|
45
$8.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
43+ 2.86% |
$6.61K - $7.59K
|
1.55K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32New |
$4.92K - $5.65K
|
32
$6.12K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
32+ 2.21% |
$4.92K - $5.65K
|
1.48K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31+ 1.12% |
$4.77K - $5.47K
|
2.79K
$534K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
30+ 0.2% |
$4.61K - $5.3K
|
15K
$2.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
30+ 1.52% |
$4.61K - $5.3K
|
2.01K
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$4.15K - $4.77K
|
27
$5.16K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
26New |
$4K - $4.59K
|
26
$4.97K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
20New |
$3.08K - $3.53K
|
20
$3.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17+ 0.97% |
$2.61K - $3K
|
1.77K
$338K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16+ 2.62% |
$2.46K - $2.82K
|
626
$120K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
15New |
$2.31K - $2.65K
|
15
$2.87K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
15+ 0.33% |
$2.31K - $2.65K
|
4.58K
$876K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14New |
$2.15K - $2.47K
|
14
$2.68K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13+ 0.34% |
$2K - $2.29K
|
3.81K
$728K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12+ 109.09% |
$1.85K - $2.12K
|
23
$4.4K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
10+ 1.48% |
$1.54K - $1.77K
|
687
$131K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
9+ 0.02% |
$1.38K - $1.59K
|
36.4K
$6.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8+ 0.28% |
$1.23K - $1.41K
|
2.82K
$540K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 87.5% |
$1.08K - $1.24K
|
15
$2.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
7+ 0.04% |
$1.08K - $1.24K
|
18.4K
$3.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.34% |
$1.08K - $1.24K
|
2.08K
$398K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4+ 0.27% |
$615 - $706
|
1.49K
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3New |
$461 - $530
|
3
$574
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.53% |
$308 - $353
|
381
$72.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2+ 0.14% |
$308 - $353
|
1.48K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
2+ 0.14% |
$308 - $353
|
1.44K
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$154 - $177
|
2.97K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.31% |
$154 - $177
|
324
$62K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1+ 0.03% |
$154 - $177
|
2.87K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.38% |
$154 - $177
|
266
$50.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$154 - $177
|
305
$58.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$154 - $177
|
614
$117K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.38% |
$154 - $177
|
266
$50.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.99% |
$154 - $177
|
102
$19.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.04% |
$154 - $177
|
2.66K
$508K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-2- 0.14% |
$308 - $353
|
1.43K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7- 2.73% |
$1.08K - $1.24K
|
249
$47.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-9- 50.0% |
$1.38K - $1.59K
|
9
$1.72K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-16- 6.58% |
$2.46K - $2.82K
|
227
$43.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-16- 2.97% |
$2.46K - $2.82K
|
523
$100K
|