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 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.98K+ 13.12% |
$635K - $707K
|
43K
$6.05M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.33KNew |
$1.19M - $1.32M
|
9.33K
$1.31M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-300- 50.0% |
$38.2K - $42.6K
|
300
$42.3K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-171- 2.28% |
$21.8K - $24.3K
|
7.33K
$1.03M
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
894+ 7.81% |
$114K - $127K
|
12.3K
$1.74M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-21.2K- 90.92% |
$2.71M - $3.01M
|
2.12K
$299K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-113- 3.98% |
$14.4K - $16K
|
2.72K
$384K
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-20- 0.05% |
$2.55K - $2.84K
|
38.7K
$5.45M
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.11% |
$637 - $709
|
4.55K
$642K
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.72KNew |
$346K - $386K
|
2.72K
$383K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-202- 4.97% |
$25.7K - $28.7K
|
3.86K
$544K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
479+ 3.28% |
$61.1K - $68K
|
15.1K
$2.13M
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.72KNew |
$220K - $244K
|
1.72K
$243K
|
|
Apr 18, 2024
Q1 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
613+ 12.45% |
$78.1K - $87K
|
5.54K
$780K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
793+ 10.79% |
$101K - $113K
|
8.14K
$1.15M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
181+ 6.59% |
$23.1K - $25.7K
|
2.93K
$413K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23New |
$2.93K - $3.26K
|
23
$3.24K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
275+ 3.66% |
$35.1K - $39K
|
7.8K
$1.1M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.68K- 25.68% |
$596K - $664K
|
13.5K
$1.91M
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-85- 0.87% |
$10.8K - $12.1K
|
9.74K
$1.37M
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-103- 0.61% |
$13.1K - $14.6K
|
16.9K
$2.38M
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 25.0% |
$1.27K - $1.42K
|
50
$7.05K
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.39K+ 117.45% |
$305K - $339K
|
4.42K
$623K
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
130KNew |
$16.5M - $18.4M
|
130K
$18.3M
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
336+ 6.86% |
$42.8K - $47.7K
|
5.23K
$738K
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.41K+ 82.17% |
$179K - $199K
|
3.12K
$439K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
238+ 2.56% |
$30.3K - $33.8K
|
9.53K
$1.34M
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-15.8K- 8.73% |
$2.02M - $2.25M
|
165K
$23.3M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-24- 1.58% |
$3.06K - $3.4K
|
1.5K
$211K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-53Closed |
$6.76K - $7.52K
|
0
$0
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.14KNew |
$655K - $729K
|
5.14K
$724K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
111KNew |
$14.2M - $15.8M
|
111K
$15.7M
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
18+ 25.71% |
$2.29K - $2.55K
|
88
$12.4K
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-159- 1.34% |
$20.3K - $22.6K
|
11.7K
$1.65M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.19K+ 20.96% |
$280K - $311K
|
12.7K
$1.78M
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.1% |
$255 - $284
|
2.07K
$292K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$127 - $142
|
304
$42.8K
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-290- 65.91% |
$37K - $41.1K
|
150
$21.1K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.06K- 44.89% |
$136K - $151K
|
1.31K
$184K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
196+ 5.09% |
$25K - $27.8K
|
4.05K
$570K
|
|
Q4 2023 | |||||||
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 2.27% |
$1.21K - $1.5K
|
496
$69.9K
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10.7KNew |
$1.17M - $1.46M
|
10.7K
$1.51M
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
586New |
$64.2K - $79.9K
|
586
$82.6K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
922New |
$101K - $126K
|
922
$130K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21- 8.17% |
$2.3K - $2.86K
|
236
$33.3K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.67KNew |
$183K - $228K
|
1.67K
$236K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.49KNew |
$163K - $203K
|
1.49K
$210K
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
7.99KNew |
$876K - $1.09M
|
7.99K
$1.13M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
104+ 7.56% |
$11.4K - $14.2K
|
1.48K
$208K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.36% |
$219 - $273
|
563
$79.3K
|