Sowell Financial Services LLC Spdr S&P Aerospace & Defense E Transaction History

Sowell Financial Services LLC

  • $2.09 Billion
  • Q1 2024

A detailed history of Sowell Financial Services LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Sowell Financial Services LLC holds 20,979 shares of XAR stock, worth $2.96 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
20,979
Previous 15,917 31.8%
Holding current value
$2.96 Million
Previous $2.16 Million 36.75%
% of portfolio
0.14%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$127.46 - $141.87 $645,202 - $718,145
5,062 Added 31.8%
20,979 $2.95 Million
Q4 2023

Jan 24, 2024
BUY
$109.6 - $136.33 $1.74 Million - $2.17 Million
15,917 New
15,917 $2.16 Million
Q1 2023

May 12, 2023
SELL
$109.92 - $121.62 $1.72 Million - $1.9 Million
-15,621 Reduced 85.44%
2,662 $311,000
Q4 2022

Feb 09, 2023
BUY
$104.59 - $113.09 $1.91 Million - $2.07 Million
18,283 New
18,283 $2.01 Million
Q2 2021

Aug 05, 2021
SELL
N/A
-1,372 Closed
0 $0
Q1 2021

May 07, 2021
BUY
N/A
557 Added 68.34%
1,372 $172,000
Q4 2020

Jan 13, 2021
SELL
N/A
-656 Reduced 44.6%
815 $94,000
Q3 2020

Nov 12, 2020
SELL
N/A
-500 Reduced 25.37%
1,471 $128,000
Q2 2020

Aug 13, 2020
SELL
N/A
-778 Reduced 28.3%
1,971 $173,000
Q1 2020

May 12, 2020
SELL
N/A
-1,745 Reduced 38.83%
2,749 $209,000
Q4 2019

Feb 07, 2020
SELL
N/A
-11,832 Reduced 72.47%
4,494 $0
Q3 2019

Nov 14, 2019
BUY
N/A
16,326 New
16,326 $1.74 Million

Others Institutions Holding XAR

# of Institutions
352
Shares Held
6.96M
Call Options Held
19.7K
Put Options Held
900
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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