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 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-850- 66.61% |
$131K - $150K
|
426
$81.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-900- 12.86% |
$138K - $159K
|
6.1K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-905- 37.58% |
$139K - $160K
|
1.5K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-957- 6.2% |
$147K - $169K
|
14.5K
$2.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.04K- 6.04% |
$159K - $183K
|
16.1K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.07K- 72.71% |
$164K - $188K
|
400
$76.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 6.64% |
$195K - $224K
|
17.8K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.34K- 5.92% |
$205K - $236K
|
21.2K
$4.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.39K- 7.42% |
$213K - $245K
|
17.3K
$3.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.4K- 11.84% |
$215K - $247K
|
10.4K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-1.72K- 14.88% |
$265K - $304K
|
9.85K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.75K- 39.71% |
$269K - $309K
|
2.66K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.83K- 94.32% |
$281K - $323K
|
110
$21K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.14K- 43.29% |
$328K - $377K
|
2.8K
$535K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.23K- 12.76% |
$343K - $393K
|
15.2K
$2.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-3.43K- 90.05% |
$527K - $605K
|
379
$72.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.99K- 99.92% |
$614K - $705K
|
3
$574
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.06K- 16.12% |
$625K - $717K
|
21.1K
$4.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.39K- 59.55% |
$675K - $775K
|
2.98K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.2K- 38.82% |
$799K - $917K
|
8.19K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.25K- 5.7% |
$961K - $1.1M
|
103K
$19.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-6.49K- 4.3% |
$997K - $1.14M
|
144K
$27.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.21K- 11.22% |
$1.26M - $1.45M
|
64.9K
$12.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-10.3K- 44.87% |
$1.59M - $1.82M
|
12.7K
$2.42M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-10.5K- 39.72% |
$1.61M - $1.85M
|
15.9K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.1K- 14.56% |
$1.7M - $1.95M
|
64.9K
$12.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-12.2K- 39.43% |
$1.87M - $2.15M
|
18.7K
$3.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-12.2K- 40.68% |
$1.88M - $2.16M
|
17.8K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.8K- 32.9% |
$2.12M - $2.43M
|
28.1K
$5.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-16.8K- 92.1% |
$2.58M - $2.97M
|
1.44K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.4K- 59.53% |
$2.67M - $3.07M
|
11.8K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.4K- 33.27% |
$6.98M - $8.01M
|
91.1K
$17.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-118K- 98.23% |
$18.2M - $20.9M
|
2.13K
$407K
|