Evolution Wealth Advisors, LLC Spdr S&P Aerospace & Defense E Transaction History

Evolution Wealth Advisors, LLC

  • $582 Million
  • Q1 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 2,485 shares of XAR stock, worth $543,519. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,485
Previous 1,885 31.83%
Holding current value
$543,519
Previous $312,000 27.88%
% of portfolio
0.07%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$157.71 - $180.77 $94,626 - $108,462
600 Added 31.83%
2,485 $399,000
Q2 2024

Jul 18, 2024
BUY
$132.1 - $144.92 $18,494 - $20,288
140 Added 8.02%
1,885 $263,000
Q4 2023

Jan 31, 2024
BUY
$109.6 - $136.33 $191,252 - $237,895
1,745 New
1,745 $236,000
Q1 2023

May 02, 2023
SELL
$109.92 - $121.62 $12,091 - $13,378
-110 Reduced 5.85%
1,770 $206,000
Q4 2022

Feb 07, 2023
BUY
$93.31 - $113.09 $175,422 - $212,609
1,880 New
1,880 $206,000
Q2 2022

Aug 02, 2022
BUY
$96.26 - $126.23 $3.72 Million - $4.87 Million
38,610 Added 725.07%
43,935 $4.42 Million
Q4 2021

Jan 28, 2022
BUY
$109.09 - $125.62 $580,904 - $668,926
5,325 New
5,325 $0
Q4 2020

Feb 02, 2021
SELL
$84.3 - $116.2 $444,682 - $612,955
-5,275 Closed
0 $0
Q2 2020

Jul 27, 2020
BUY
$71.14 - $101.05 $339,337 - $482,008
4,770 Added 944.55%
5,275 $463,000
Q4 2019

Feb 03, 2020
SELL
$102.72 - $112.61 $2,054 - $2,252
-20 Reduced 3.81%
505 $55,000
Q2 2019

Jul 12, 2019
SELL
N/A
-75 Reduced 12.5%
525 $55,000
Q1 2019

May 09, 2019
SELL
N/A
-1,860 Reduced 75.61%
600 $55,000
Q4 2018

Jan 29, 2019
BUY
N/A
2,460 New
2,460 $194,000

Others Institutions Holding XAR

# of Institutions
439
Shares Held
8.16M
Call Options Held
33.2K
Put Options Held
4.1K
View Full List

About SPDR S&P AEROSPACE & DEFENSE E

XAR Quotes by TradingView
  • Ticker XAR
  • Sector ETFs
  • Industry ETFs
More about XAR
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