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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-273Closed |
N/A
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
5.35KNew |
N/A
|
5.35K
$754K
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-212Closed |
N/A
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-660- 17.05% |
N/A
|
3.21K
$452K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-230Closed |
N/A
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-41- 15.24% |
N/A
|
228
$32.1K
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-16Closed |
N/A
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-3.61KClosed |
N/A
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
400New |
N/A
|
400
$56.3K
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
209New |
N/A
|
209
$29.4K
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.51KNew |
N/A
|
3.51K
$494K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3New |
N/A
|
3
$423
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-33Closed |
N/A
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
721New |
N/A
|
721
$102K
|
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-42.3KClosed |
N/A
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-600- 9.31% |
N/A
|
5.85K
$823K
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-2.42KClosed |
N/A
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$1.72M
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
13New |
N/A
|
13
$1.83K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
466New |
N/A
|
466
$65.6K
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-51- 48.11% |
N/A
|
55
$7.75K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-3.96K- 7.69% |
N/A
|
47.6K
$6.7M
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-150Closed |
N/A
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-491Closed |
N/A
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-62Closed |
N/A
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-2.95KClosed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
200New |
N/A
|
200
$28.2K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.73KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
425New |
N/A
|
425
$59.9K
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-17Closed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-395Closed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-373- 11.0% |
N/A
|
3.02K
$425K
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.86KClosed |
N/A
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-2.43KClosed |
N/A
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-5.78KClosed |
N/A
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Union Investments & Development Ltd.
|
BUY
|
- |
3.22KNew |
N/A
|
3.22K
$453K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
65+ 39.88% |
N/A
|
228
$32.1K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-175Closed |
N/A
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
954+ 2073.91% |
N/A
|
1K
$141K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
595New |
N/A
|
595
$83.8K
|
|
Apr 26, 2022
Q1 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-5KClosed |
N/A
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
1.25KNew |
N/A
|
1.25K
$176K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-800- 55.17% |
N/A
|
650
$91.6K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
85New |
N/A
|
85
$12K
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.24KClosed |
N/A
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-13KClosed |
N/A
|
0
$0
|