A detailed history of Strategic Financial Concepts, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 85,674 shares of XAR stock, worth $13.6 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
85,674
Previous 3,010 2746.31%
Holding current value
$13.6 Million
Previous $423 Million 46.52%
% of portfolio
0.13%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$132.1 - $144.92 $10.9 Million - $12 Million
82,664 Added 2746.31%
85,674 $226 Million
Q1 2024

Apr 22, 2024

BUY
$127.46 - $141.87 $26,766 - $29,792
210 Added 7.5%
3,010 $423 Million
Q4 2023

Jan 18, 2024

BUY
$109.6 - $136.33 $44,059 - $54,804
402 Added 16.76%
2,800 $379 Million
Q2 2023

Sep 06, 2023

BUY
$110.78 - $122.64 $3,877 - $4,292
35 Added 1.48%
2,398 $291 Million
Q1 2023

Sep 06, 2023

BUY
$109.92 - $121.62 $259,740 - $287,388
2,363 New
2,363 $276 Million

Others Institutions Holding XAR

About SPDR S&P AEROSPACE & DEFENSE E


  • Ticker XAR
  • Sector ETFs
  • Industry ETFs
More about XAR
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.