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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.66KNew |
$212K - $236K
|
1.66K
$234K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.07K- 6.95% |
$264K - $294K
|
27.8K
$3.91M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22New |
$2.8K - $3.12K
|
22
$3.1K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
531+ 1.26% |
$67.7K - $75.3K
|
42.7K
$6.02M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.2K- 13.15% |
$2.45M - $2.73M
|
127K
$17.9M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.24K+ 14.49% |
$1.18M - $1.31M
|
73K
$10.3M
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.37KNew |
$430K - $478K
|
3.37K
$475K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
730+ 1460.0% |
$93K - $104K
|
780
$110K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
251+ 2.67% |
$32K - $35.6K
|
9.64K
$1.36M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5- 0.37% |
$637 - $709
|
1.36K
$192K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
35K+ 221.97% |
$4.46M - $4.97M
|
50.8K
$7.16M
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.84K+ 10.61% |
$362K - $403K
|
29.6K
$4.18M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.3K+ 448.91% |
$2.71M - $3.02M
|
26K
$3.66M
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
400+ 200.0% |
$51K - $56.7K
|
600
$84.6K
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.12KNew |
$270K - $300K
|
2.12K
$298K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
635+ 21.36% |
$80.9K - $90.1K
|
3.61K
$508K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-125- 14.0% |
$15.9K - $17.7K
|
768
$108K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
260New |
$33.1K - $36.9K
|
260
$36.6K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-922- 6.81% |
$118K - $131K
|
12.6K
$1.78M
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-121- 3.39% |
$15.4K - $17.2K
|
3.45K
$486K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.38K- 20.32% |
$303K - $338K
|
9.34K
$1.32M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
189+ 12.61% |
$24.1K - $26.8K
|
1.69K
$238K
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-541- 4.3% |
$69K - $76.8K
|
12K
$1.7M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-5.3K- 76.81% |
$676K - $752K
|
1.6K
$225K
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
365+ 20.33% |
$46.5K - $51.8K
|
2.16K
$304K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
75New |
$9.56K - $10.6K
|
75
$10.6K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.44K- 22.29% |
$566K - $629K
|
15.5K
$2.18M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-202- 6.89% |
$25.7K - $28.7K
|
2.73K
$385K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18+ 0.16% |
$2.29K - $2.55K
|
11.5K
$1.62M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.52K+ 30.52% |
$831K - $925K
|
27.9K
$3.93M
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
844+ 803.81% |
$108K - $120K
|
949
$134K
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
2.51KNew |
$320K - $356K
|
2.51K
$354K
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-49- 2.93% |
$6.25K - $6.95K
|
1.62K
$229K
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
90+ 4.81% |
$11.5K - $12.8K
|
1.96K
$277K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.06K+ 31.8% |
$645K - $718K
|
21K
$2.96M
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.12% |
$127 - $142
|
805
$113K
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-79- 3.06% |
$10.1K - $11.2K
|
2.5K
$353K
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.2K- 12.9% |
$281K - $312K
|
14.9K
$2.09M
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-460- 17.93% |
$58.6K - $65.3K
|
2.11K
$297K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
541+ 138.72% |
$69K - $76.8K
|
931
$131K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
104New |
$13.3K - $14.8K
|
104
$14.7K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.65K+ 72.77% |
$847K - $943K
|
15.8K
$2.22M
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.68K+ 4.88% |
$214K - $238K
|
36K
$5.08M
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 1.36% |
$637 - $709
|
373
$52.6K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-98- 4.8% |
$12.5K - $13.9K
|
1.95K
$274K
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
89+ 5.89% |
$11.3K - $12.6K
|
1.6K
$226K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
13New |
$1.66K - $1.84K
|
13
$1.83K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-103- 5.2% |
$13.1K - $14.6K
|
1.88K
$265K
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
692+ 2.7% |
$88.2K - $98.2K
|
26.4K
$3.72M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
636+ 52.0% |
$81.1K - $90.2K
|
1.86K
$262K
|