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 |
---|---|---|---|---|---|---|---|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
30New |
$2.75K - $3.47K
|
30
$5.08K
|
|
Q2 2022 | |||||||
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-470Closed |
$45.2K - $59.3K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.36K+ 266.4% |
$516K - $677K
|
7.37K
$1.25M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-40Closed |
$3.85K - $5.05K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-163KClosed |
$15.7M - $20.6M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-3.05KClosed |
$293K - $384K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-100- 38.46% |
$9.63K - $12.6K
|
160
$27.1K
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-985- 28.73% |
$94.8K - $124K
|
2.44K
$414K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-125Closed |
$12K - $15.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
CALL |
-18KClosed |
$1.73M - $2.27M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
29New |
$2.79K - $3.66K
|
29
$4.91K
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-194Closed |
$18.7K - $24.5K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
30New |
$2.89K - $3.79K
|
30
$5.08K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2New |
$193 - $252
|
2
$339
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-273Closed |
$26.3K - $34.5K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.41KClosed |
$424K - $556K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.27KNew |
$218K - $286K
|
2.27K
$384K
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
53New |
$5.1K - $6.69K
|
53
$8.98K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
5.35KNew |
$515K - $676K
|
5.35K
$907K
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-212Closed |
$20.4K - $26.8K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-660- 17.05% |
$63.5K - $83.3K
|
3.21K
$544K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-230Closed |
$22.1K - $29K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-41- 15.24% |
$3.95K - $5.18K
|
228
$38.6K
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
400New |
$38.5K - $50.5K
|
400
$67.8K
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-3.61KClosed |
$348K - $456K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-16Closed |
$1.54K - $2.02K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
209New |
$20.1K - $26.4K
|
209
$35.4K
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.51KNew |
$337K - $442K
|
3.51K
$594K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3New |
$289 - $379
|
3
$508
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-33Closed |
$3.18K - $4.17K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
721New |
$69.4K - $91K
|
721
$122K
|
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-42.3KClosed |
$4.07M - $5.33M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
SELL
|
- |
-100Closed |
$9.63K - $12.6K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-600- 9.31% |
$57.8K - $75.7K
|
5.85K
$990K
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-2.42KClosed |
$233K - $305K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
12.2KNew |
$1.18M - $1.54M
|
12.2K
$2.07M
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
13New |
$1.25K - $1.64K
|
13
$2.2K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
466New |
$44.9K - $58.8K
|
466
$78.9K
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-51- 48.11% |
$4.91K - $6.44K
|
55
$9.32K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$9.63K - $12.6K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-3.96K- 7.69% |
$381K - $500K
|
47.6K
$8.06M
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-150Closed |
$14.4K - $18.9K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-491Closed |
$47.3K - $62K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-62Closed |
$5.97K - $7.83K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-2.95KClosed |
$284K - $372K
|
0
$0
|
|
Q1 2022 | |||||||
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
200New |
$21.5K - $25.4K
|
200
$33.9K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.73KClosed |
$292K - $346K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-373- 11.0% |
$40K - $47.4K
|
3.02K
$511K
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-395Closed |
$42.4K - $50.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
425New |
$45.6K - $54K
|
425
$72K
|