Latest Institutional Transactions on Spdr S&P Aerospace & Defense E (XAR)
This table provides information on the latest institutional transactions involving Spdr S&P Aerospace & Defense E (XAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-165- 0.43% |
$23.9K - $34.8K
|
37.8K
$7.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
112KNew |
$16.3M - $23.7M
|
112K
$23.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
678+ 2.76% |
$98.3K - $143K
|
25.2K
$5.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
45.4KNew |
$6.58M - $9.57M
|
45.4K
$9.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
115+ 100.0% |
$16.7K - $24.3K
|
230
$47.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.1% |
$290 - $422
|
2.09K
$429K
|
|
|
Jul 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
16.2K+ 198.14% |
$2.34M - $3.41M
|
24.3K
$5M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
21.8K+ 25.41% |
$3.15M - $4.59M
|
107K
$22.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.75K- 49.46% |
$543K - $791K
|
3.83K
$787K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
400+ 14.08% |
$58K - $84.4K
|
3.24K
$666K
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
1.06KNew |
$154K - $224K
|
1.06K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
BUY
|
- |
1.04KNew |
$151K - $220K
|
1.04K
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.8K+ 219.53% |
$2.58M - $3.75M
|
25.9K
$5.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.27KNew |
$184K - $268K
|
1.27K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-50- 0.48% |
$7.25K - $10.5K
|
10.4K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$227K - $330K
|
1.56K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
321+ 6.16% |
$46.5K - $67.7K
|
5.53K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
307+ 2.04% |
$44.5K - $64.8K
|
15.3K
$3.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.3K+ 0.69% |
$189K - $274K
|
189K
$38.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-414- 51.49% |
$60K - $87.3K
|
390
$80.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.04KNew |
$150K - $219K
|
1.04K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.39KNew |
$201K - $293K
|
1.39K
$285K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
7.38K+ 101.03% |
$1.07M - $1.56M
|
14.7K
$3.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-131- 22.94% |
$19K - $27.6K
|
440
$90.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
584+ 7.23% |
$84.6K - $123K
|
8.66K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.47KNew |
$357K - $520K
|
2.47K
$507K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
43.8KNew |
$6.35M - $9.24M
|
43.8K
$9M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-299- 20.82% |
$43.3K - $63.1K
|
1.14K
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
161KNew |
$23.3M - $33.9M
|
161K
$33.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
1+ 0.06% |
$145 - $211
|
1.67K
$343K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.04KNew |
$150K - $219K
|
1.04K
$213K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-475- 29.03% |
$68.8K - $100K
|
1.16K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.98K- 16.61% |
$432K - $629K
|
15K
$3.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
980New |
$142K - $207K
|
980
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.06KNew |
$1.31M - $1.91M
|
9.06K
$1.86M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11+ 0.35% |
$1.59K - $2.32K
|
3.13K
$642K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
377+ 6.87% |
$54.6K - $79.5K
|
5.86K
$1.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-16.6K- 28.44% |
$2.4M - $3.5M
|
41.7K
$8.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
444+ 355.2% |
$64.4K - $93.7K
|
569
$117K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.13K- 6.94% |
$163K - $238K
|
15.1K
$3.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
30New |
$4.35K - $6.33K
|
30
$6.17K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-335- 16.06% |
$48.6K - $70.7K
|
1.75K
$360K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.01KNew |
$146K - $213K
|
1.01K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-16- 0.54% |
$2.32K - $3.38K
|
2.97K
$610K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
5.25KNew |
$761K - $1.11M
|
5.25K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-460- 19.45% |
$66.7K - $97K
|
1.91K
$392K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-96- 7.28% |
$13.9K - $20.3K
|
1.22K
$251K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.2K+ 211.44% |
$3.08M - $4.48M
|
31.3K
$6.43M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-514- 3.48% |
$74.5K - $108K
|
14.3K
$2.93M
|