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 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
181+ 6.59% |
$23.1K - $25.7K
|
2.93K
$496K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
111KNew |
$14.2M - $15.8M
|
111K
$18.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$127 - $142
|
304
$51.5K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-290- 65.91% |
$37K - $41.1K
|
150
$25.4K
|
|
| Q4 2023 | |||||||
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.38% |
$110 - $136
|
264
$44.7K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 2.27% |
$1.21K - $1.5K
|
496
$84K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
586New |
$64.2K - $79.9K
|
586
$99.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
7.99KNew |
$876K - $1.09M
|
7.99K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.61K+ 15.51% |
$176K - $219K
|
12K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-53- 0.18% |
$5.81K - $7.23K
|
29.3K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
BUY
|
- |
130KNew |
$14.2M - $17.7M
|
130K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6.1KNew |
$669K - $832K
|
6.1K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
55New |
$6.03K - $7.5K
|
55
$9.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
45New |
$4.93K - $6.13K
|
45
$7.62K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
2.2KNew |
$241K - $300K
|
2.2K
$373K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
5.35KNew |
$586K - $729K
|
5.35K
$906K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.51KNew |
$166K - $206K
|
1.51K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15New |
$1.64K - $2.04K
|
15
$2.54K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-673- 18.3% |
$73.8K - $91.8K
|
3.01K
$509K
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
3.81KNew |
$418K - $520K
|
3.81K
$646K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-170- 22.37% |
$18.6K - $23.2K
|
590
$99.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.02KNew |
$550K - $684K
|
5.02K
$850K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
6New |
$658 - $818
|
6
$1.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
282New |
$30.9K - $38.4K
|
282
$47.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
36+ 0.08% |
$3.95K - $4.91K
|
45K
$7.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-238- 6.52% |
$26.1K - $32.4K
|
3.41K
$578K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.57KNew |
$282K - $350K
|
2.57K
$435K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
481+ 21.69% |
$52.7K - $65.6K
|
2.7K
$457K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
45New |
$4.93K - $6.13K
|
45
$7.62K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
20New |
$2.19K - $2.73K
|
20
$3.39K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
50+ 3.84% |
$5.48K - $6.82K
|
1.35K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.51KNew |
$385K - $478K
|
3.51K
$594K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
29New |
$3.18K - $3.95K
|
29
$4.91K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
443New |
$48.6K - $60.4K
|
443
$75K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
57New |
$6.25K - $7.77K
|
57
$9.65K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.75KNew |
$192K - $239K
|
1.75K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1+ 0.03% |
$110 - $136
|
2.87K
$486K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.54KNew |
$168K - $209K
|
1.54K
$260K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.23% |
$110 - $136
|
445
$75.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
175+ 111.46% |
$19.2K - $23.9K
|
332
$56.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.96% |
$110 - $136
|
105
$17.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
30New |
$3.29K - $4.09K
|
30
$5.08K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-321- 3.77% |
$35.2K - $43.8K
|
8.19K
$1.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
34New |
$3.73K - $4.64K
|
34
$5.76K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
125New |
$13.7K - $17K
|
125
$21.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
250New |
$27.4K - $34.1K
|
250
$42.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.66KNew |
$401K - $499K
|
3.66K
$620K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.2KNew |
$460K - $573K
|
4.2K
$711K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
61New |
$6.69K - $8.32K
|
61
$10.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.45K+ 11.27% |
$159K - $198K
|
14.3K
$2.43M
|
|