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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
830New |
$110K - $120K
|
830
$141K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
350New |
$46.2K - $50.7K
|
350
$59.3K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-70- 79.55% |
$9.25K - $10.1K
|
18
$3.05K
|
|
Q1 2024 | |||||||
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1Closed |
$127 - $142
|
0
$0
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
65+ 2.89% |
$8.28K - $9.22K
|
2.32K
$392K
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.83KNew |
$361K - $402K
|
2.83K
$480K
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.26K- 8.75% |
$543K - $605K
|
44.5K
$7.53M
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
152New |
$19.4K - $21.6K
|
152
$25.7K
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-8.95K- 14.25% |
$1.14M - $1.27M
|
53.8K
$9.12M
|
|
May 15, 2024
Q1 2024
|
Dme Capital Management, LP
New York, NY |
BUY
|
- |
128KNew |
$16.3M - $18.1M
|
128K
$21.6M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.48KNew |
$189K - $210K
|
1.48K
$251K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.22K- 6.76% |
$410K - $457K
|
44.4K
$7.52M
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
96+ 137.14% |
$12.2K - $13.6K
|
166
$28.1K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.39K- 68.89% |
$560K - $623K
|
1.98K
$336K
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.26K- 43.5% |
$160K - $178K
|
1.63K
$277K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.02K+ 6.31% |
$385K - $428K
|
50.9K
$8.62M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11K+ 75.9% |
$1.4M - $1.56M
|
25.4K
$4.31M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-178- 45.06% |
$22.7K - $25.3K
|
217
$36.8K
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-437- 3.79% |
$55.7K - $62K
|
11.1K
$1.88M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-29- 1.37% |
$3.7K - $4.11K
|
2.09K
$354K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22New |
$2.8K - $3.12K
|
22
$3.73K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
240New |
$30.6K - $34K
|
240
$40.7K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
840+ 31.22% |
$107K - $119K
|
3.53K
$598K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
141+ 2.37% |
$18K - $20K
|
6.1K
$1.03M
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.12KNew |
$270K - $300K
|
2.12K
$358K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
730+ 1460.0% |
$93K - $104K
|
780
$132K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
260New |
$33.1K - $36.9K
|
260
$44K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-125- 14.0% |
$15.9K - $17.7K
|
768
$130K
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
365+ 20.33% |
$46.5K - $51.8K
|
2.16K
$366K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
75New |
$9.56K - $10.6K
|
75
$12.7K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
104New |
$13.3K - $14.8K
|
104
$17.6K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
13New |
$1.66K - $1.84K
|
13
$2.2K
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
1.59KNew |
$203K - $226K
|
1.59K
$269K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.49K+ 24.46% |
$444K - $495K
|
17.7K
$3M
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-797- 15.6% |
$102K - $113K
|
4.31K
$730K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
115New |
$14.7K - $16.3K
|
115
$19.5K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
39New |
$4.97K - $5.53K
|
39
$6.61K
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.52K- 50.05% |
$194K - $216K
|
1.52K
$257K
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
449+ 10.0% |
$57.2K - $63.7K
|
4.94K
$837K
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-871- 1.97% |
$111K - $124K
|
43.3K
$7.34M
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3+ 0.17% |
$382 - $426
|
1.8K
$304K
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
12New |
$1.53K - $1.7K
|
12
$2.03K
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
326New |
$41.6K - $46.2K
|
326
$55.2K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
252New |
$32.1K - $35.8K
|
252
$42.7K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.33KNew |
$1.19M - $1.32M
|
9.33K
$1.58M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-300- 50.0% |
$38.2K - $42.6K
|
300
$50.8K
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.72KNew |
$220K - $244K
|
1.72K
$292K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
793+ 10.79% |
$101K - $113K
|
8.14K
$1.38M
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 25.0% |
$1.27K - $1.42K
|
50
$8.47K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23New |
$2.93K - $3.26K
|
23
$3.9K
|