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 |
---|---|---|---|---|---|---|---|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-16- 0.24% |
$2.46K - $2.82K
|
6.76K
$1.29M
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-17- 0.74% |
$2.61K - $3K
|
2.29K
$438K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-19- 6.46% |
$2.92K - $3.35K
|
275
$52.6K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32- 36.78% |
$4.92K - $5.65K
|
55
$10.5K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-33- 2.03% |
$5.08K - $5.83K
|
1.59K
$304K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-39- 1.34% |
$6K - $6.88K
|
2.88K
$550K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-44- 0.25% |
$6.77K - $7.77K
|
17.4K
$3.33M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-49- 0.94% |
$7.54K - $8.65K
|
5.17K
$989K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-49- 10.68% |
$7.54K - $8.65K
|
410
$78.4K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-49- 1.86% |
$7.54K - $8.65K
|
2.59K
$496K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-50- 0.52% |
$7.69K - $8.83K
|
9.52K
$1.82M
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-50- 1.47% |
$7.69K - $8.83K
|
3.35K
$641K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-50- 22.22% |
$7.69K - $8.83K
|
175
$33.5K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-51- 1.98% |
$7.84K - $9K
|
2.53K
$483K
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-54- 3.74% |
$8.31K - $9.53K
|
1.39K
$266K
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-54- 1.58% |
$8.31K - $9.53K
|
3.35K
$641K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-58- 68.24% |
$8.92K - $10.2K
|
27
$5.16K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-59- 3.59% |
$9.07K - $10.4K
|
1.58K
$303K
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-68- 3.14% |
$10.5K - $12K
|
2.1K
$401K
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-75- 1.43% |
$11.5K - $13.2K
|
5.18K
$991K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-80- 5.09% |
$12.3K - $14.1K
|
1.49K
$285K
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-84- 4.31% |
$12.9K - $14.8K
|
1.87K
$357K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-94- 0.65% |
$14.5K - $16.6K
|
14.3K
$2.74M
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-114- 7.62% |
$17.5K - $20.1K
|
1.38K
$264K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-125- 2.68% |
$19.2K - $22.1K
|
4.54K
$869K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-127- 7.18% |
$19.5K - $22.4K
|
1.64K
$314K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-163- 5.96% |
$25.1K - $28.8K
|
2.57K
$492K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-187- 7.95% |
$28.8K - $33K
|
2.16K
$414K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-191- 8.08% |
$29.4K - $33.7K
|
2.17K
$416K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-199- 13.55% |
$30.6K - $35.1K
|
1.27K
$243K
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 4.27% |
$30.8K - $35.3K
|
4.48K
$857K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-204- 11.04% |
$31.4K - $36K
|
1.64K
$314K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-228- 10.35% |
$35.1K - $40.2K
|
1.98K
$378K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-235- 6.99% |
$36.1K - $41.5K
|
3.13K
$598K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-282- 98.26% |
$43.4K - $49.8K
|
5
$956
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-304- 0.79% |
$46.8K - $53.7K
|
38.2K
$7.32M
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-320- 1.89% |
$49.2K - $56.5K
|
16.6K
$3.17M
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-320- 17.52% |
$49.2K - $56.5K
|
1.51K
$288K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-329- 15.32% |
$50.6K - $58.1K
|
1.82K
$348K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-337- 61.61% |
$51.8K - $59.5K
|
210
$40.2K
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-348- 1.67% |
$53.5K - $61.4K
|
20.5K
$3.92M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-383- 4.51% |
$58.9K - $67.6K
|
8.11K
$1.55M
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-439- 7.39% |
$67.5K - $77.5K
|
5.5K
$1.05M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-496- 5.31% |
$76.3K - $87.6K
|
8.84K
$1.69M
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-509- 85.69% |
$78.3K - $89.8K
|
85
$16.3K
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-566- 5.0% |
$87.1K - $99.9K
|
10.7K
$2.06M
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-597- 16.36% |
$91.8K - $105K
|
3.05K
$584K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-615- 27.79% |
$94.6K - $109K
|
1.6K
$306K
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-650- 28.08% |
$100K - $115K
|
1.67K
$318K
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-800- 11.56% |
$123K - $141K
|
6.12K
$1.17M
|