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 |
---|---|---|---|---|---|---|---|
Apr 30, 2020
Q1 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.21KClosed |
$140K - $264K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.07KClosed |
$131K - $247K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.02KClosed |
$128K - $240K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
G&S Capital LLC
|
SELL
|
- |
-29.7KClosed |
$1.89M - $3.54M
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-3.04KClosed |
$193K - $362K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.66KClosed |
$296K - $555K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Raub Brock Capital Management LP
|
SELL
|
- |
-2.43KClosed |
$154K - $289K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.99% |
$127 - $238
|
205
$42.1K
|
|
Apr 16, 2020
Q1 2020
|
Well Done, LLC
|
SELL
|
- |
-6.63KClosed |
$421K - $790K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-11.5KClosed |
$730K - $1.37M
|
0
$0
|
|
Apr 06, 2020
Q1 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6.28KClosed |
$398K - $748K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 21, 2020
Q4 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-100Closed |
$10.3K - $11.3K
|
0
$0
|
|
Feb 20, 2020
Q4 2019
|
Archer Investment Corp
|
SELL
|
- |
-66Closed |
$6.78K - $7.43K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-707Closed |
$72.6K - $79.6K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.14KClosed |
$527K - $578K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-80KClosed |
$8.22M - $9.01M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-295Closed |
$30.3K - $33.2K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-4.2KClosed |
$432K - $473K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-19.1KClosed |
$1.96M - $2.15M
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Victory Capital Management Inc
|
SELL
|
- |
-1.7KClosed |
$175K - $191K
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-41.9KClosed |
$4.3M - $4.72M
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
Jacobi Capital Management LLC
|
SELL
|
- |
-121Closed |
$12.4K - $13.6K
|
0
$0
|
|
Jan 13, 2020
Q4 2019
|
Financial Services Advisory Inc
|
SELL
|
- |
-14.2KClosed |
$1.45M - $1.59M
|
0
$0
|
|
Jan 07, 2020
Q4 2019
|
M&R Capital Management Inc
|
SELL
|
- |
-50Closed |
$5.14K - $5.63K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-115Closed |
$12.3K - $12.9K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-4.2KClosed |
$449K - $471K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-50Closed |
$5.34K - $5.61K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-150Closed |
$16K - $16.8K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.59KClosed |
$383K - $402K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-100- 3.13% |
N/A
|
3.1K
$637K
|
|
Aug 14, 2019
Q2 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-65Closed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-70Closed |
N/A
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-188KClosed |
N/A
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
Jan 27, 2020
Q1 2019
|
Tsfg, LLC
|
BUY
|
- |
236New |
N/A
|
236
$48.5K
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-245Closed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-6.26KClosed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-195Closed |
N/A
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.9KClosed |
N/A
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-90Closed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-255Closed |
N/A
|
0
$0
|
|
Apr 30, 2019
Q1 2019
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
124New |
N/A
|
124
$25.5K
|
|
Apr 10, 2019
Q1 2019
|
Riverview Trust CO
|
SELL
|
- |
-621Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.01KClosed |
N/A
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-107Closed |
N/A
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.71KClosed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Jnba Financial Advisors
|
SELL
|
- |
-65Closed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.94KClosed |
N/A
|
0
$0
|
|
Jan 11, 2019
Q4 2018
|
First Hawaiian Bank
|
SELL
|
- |
-214Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|