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 |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
30New |
$3.29K - $4.09K
|
30
$4.23K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-321- 3.77% |
$35.2K - $43.8K
|
8.19K
$1.15M
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.2KNew |
$241K - $300K
|
2.2K
$310K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
142+ 142.0% |
$15.6K - $19.4K
|
242
$34.1K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
34New |
$3.73K - $4.64K
|
34
$4.79K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-144- 3.8% |
$15.8K - $19.6K
|
3.65K
$514K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
125New |
$13.7K - $17K
|
125
$17.6K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
322+ 1.31% |
$35.3K - $43.9K
|
24.9K
$3.51M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
250New |
$27.4K - $34.1K
|
250
$35.2K
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.2KNew |
$460K - $573K
|
4.2K
$592K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
268+ 11.89% |
$29.4K - $36.5K
|
2.52K
$355K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.66KNew |
$401K - $499K
|
3.66K
$516K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27.3K+ 5759.07% |
$2.99M - $3.72M
|
27.8K
$3.91M
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
61New |
$6.69K - $8.32K
|
61
$8.6K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.45K+ 11.27% |
$159K - $198K
|
14.3K
$2.02M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.05K+ 166.41% |
$664K - $825K
|
9.69K
$1.37M
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
940+ 1424.24% |
$103K - $128K
|
1.01K
$142K
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
81New |
$8.88K - $11K
|
81
$11.4K
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.85KNew |
$202K - $252K
|
1.85K
$260K
|
|
Q3 2023 | |||||||
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.5K+ 33.33% |
$275K - $313K
|
10K
$1.41M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 10.64% |
$4.73K - $5.38K
|
447
$63K
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.35KNew |
$809K - $920K
|
7.35K
$1.04M
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-76- 0.71% |
$8.37K - $9.51K
|
10.6K
$1.49M
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 3.92% |
$220 - $250
|
53
$7.47K
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
13.6KNew |
$1.5M - $1.7M
|
13.6K
$1.92M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.5K+ 487.81% |
$1.26M - $1.44M
|
13.8K
$1.95M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.06K+ 152.35% |
$667K - $758K
|
10K
$1.41M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
30New |
$3.3K - $3.75K
|
30
$4.23K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
947New |
$104K - $118K
|
947
$133K
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.98KNew |
$548K - $623K
|
4.98K
$702K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-38- 1.61% |
$4.18K - $4.75K
|
2.32K
$327K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7New |
$771 - $876
|
7
$987
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
5New |
$550 - $625
|
5
$705
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.93KNew |
$213K - $242K
|
1.93K
$272K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-500- 5.24% |
$55K - $62.5K
|
9.05K
$1.28M
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
100+ 12.99% |
$11K - $12.5K
|
870
$123K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-105- 35.0% |
$11.6K - $13.1K
|
195
$27.5K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
98.7KNew |
$10.9M - $12.3M
|
98.7K
$13.9M
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
80New |
$8.81K - $10K
|
80
$11.3K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
221New |
$24.3K - $27.6K
|
221
$31.1K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-26- 1.01% |
$2.86K - $3.25K
|
2.55K
$359K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.09KNew |
$230K - $261K
|
2.09K
$295K
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
36.6KNew |
$4.02M - $4.57M
|
36.6K
$5.15M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
156New |
$17.2K - $19.5K
|
156
$22K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.58K- 48.67% |
$284K - $323K
|
2.73K
$384K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
236New |
$26K - $29.5K
|
236
$33.3K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$220 - $250
|
2
$282
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3KNew |
$330K - $375K
|
3K
$423K
|
|
Q2 2023 | |||||||
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-125Closed |
$13.8K - $15.3K
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-300- 14.38% |
$33.2K - $36.8K
|
1.79K
$252K
|