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 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
20.5KNew |
$3.23M - $3.7M
|
20.5K
$4.21M
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
365+ 26.49% |
$57.6K - $66K
|
1.74K
$358K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.24K+ 52.21% |
$196K - $224K
|
3.62K
$744K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.03% |
$158 - $181
|
3.81K
$782K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-83- 1.58% |
$13.1K - $15K
|
5.18K
$1.06M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.02K+ 14.37% |
$161K - $184K
|
8.1K
$1.66M
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
13+ 11.5% |
$2.05K - $2.35K
|
126
$25.9K
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.04K+ 0.56% |
$164K - $188K
|
187K
$38.5M
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
8.16KNew |
$1.29M - $1.47M
|
8.16K
$1.68M
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-135- 0.72% |
$21.3K - $24.4K
|
18.6K
$3.82M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
15New |
$2.37K - $2.71K
|
15
$3.08K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-14- 3.41% |
$2.21K - $2.53K
|
396
$81.4K
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
6.61KNew |
$1.04M - $1.19M
|
6.61K
$1.36M
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
5.8KNew |
$915K - $1.05M
|
5.8K
$1.19M
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.1% |
$315 - $362
|
2.09K
$429K
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1+ 0.07% |
$158 - $181
|
1.48K
$304K
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
11.3K+ 15.13% |
$1.77M - $2.03M
|
85.6K
$17.6M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.23K- 17.61% |
$352K - $403K
|
10.4K
$2.15M
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-295- 0.77% |
$46.5K - $53.3K
|
38K
$7.8M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-494- 9.4% |
$77.9K - $89.3K
|
4.76K
$978K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.5K+ 7.01% |
$1.15M - $1.32M
|
114K
$23.5M
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
45New |
$6.92K - $7.94K
|
45
$9.25K
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
581+ 16.26% |
$89.4K - $103K
|
4.16K
$854K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
150New |
$23.1K - $26.5K
|
150
$30.8K
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-850- 66.61% |
$131K - $150K
|
426
$87.6K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-383- 4.51% |
$58.9K - $67.6K
|
8.11K
$1.67M
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-650- 28.08% |
$100K - $115K
|
1.67K
$342K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
45New |
$6.92K - $7.94K
|
45
$9.25K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.53% |
$308 - $353
|
381
$78.3K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-58- 68.24% |
$8.92K - $10.2K
|
27
$5.55K
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-800- 11.56% |
$123K - $141K
|
6.12K
$1.26M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.62K+ 260.13% |
$557K - $639K
|
5.01K
$1.03M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
43+ 2.86% |
$6.61K - $7.59K
|
1.55K
$318K
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.46K+ 10.44% |
$224K - $258K
|
15.4K
$3.17M
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
993New |
$153K - $175K
|
993
$204K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.31% |
$154 - $177
|
324
$66.6K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.38KNew |
$213K - $244K
|
1.38K
$284K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.82K+ 439.53% |
$1.36M - $1.56M
|
10.8K
$2.22M
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
9.03KNew |
$1.39M - $1.59M
|
9.03K
$1.85M
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-114- 7.62% |
$17.5K - $20.1K
|
1.38K
$284K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-16- 6.58% |
$2.46K - $2.82K
|
227
$46.7K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
90+ 10.34% |
$13.8K - $15.9K
|
960
$197K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.03KNew |
$774K - $888K
|
5.03K
$1.03M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17+ 0.97% |
$2.61K - $3K
|
1.77K
$363K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.24KNew |
$190K - $218K
|
1.24K
$254K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 17.45% |
$30.8K - $35.3K
|
1.35K
$277K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3New |
$461 - $530
|
3
$617
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
72New |
$11.1K - $12.7K
|
72
$14.8K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
15New |
$2.31K - $2.65K
|
15
$3.08K
|