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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.07K- 11.21% |
$229K - $253K
|
16.4K
$2.31M
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.03KNew |
$336K - $372K
|
3.03K
$427K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-35- 21.34% |
$3.88K - $4.29K
|
129
$18.2K
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
58New |
$6.43K - $7.11K
|
58
$8.17K
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-26.8K- 66.01% |
$2.97M - $3.29M
|
13.8K
$1.95M
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
106New |
$11.7K - $13K
|
106
$14.9K
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-150- 4.69% |
$16.6K - $18.4K
|
3.05K
$430K
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
565New |
$62.6K - $69.3K
|
565
$79.6K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.42KNew |
$269K - $297K
|
2.42K
$342K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.03KNew |
$1M - $1.11M
|
9.03K
$1.27M
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
165+ 100.0% |
$18.3K - $20.2K
|
330
$46.5K
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.86KNew |
$206K - $228K
|
1.86K
$262K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
759New |
$84.1K - $93.1K
|
759
$107K
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-252- 34.15% |
$27.9K - $30.9K
|
486
$68.5K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.91KNew |
$211K - $234K
|
1.91K
$269K
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
47KNew |
$5.2M - $5.76M
|
47K
$6.62M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5- 6.67% |
$554 - $613
|
70
$9.87K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
91+ 5.11% |
$10.1K - $11.2K
|
1.87K
$264K
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.72KNew |
$190K - $210K
|
1.72K
$242K
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
58KNew |
$6.42M - $7.11M
|
58K
$8.17M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
101New |
$11.2K - $12.4K
|
101
$14.2K
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
43+ 86.0% |
$4.76K - $5.27K
|
93
$13.1K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.08K- 93.6% |
$228K - $253K
|
142
$20K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
215New |
$23.6K - $26.1K
|
215
$30.3K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
75New |
$8.24K - $9.12K
|
75
$10.6K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
102+ 4.41% |
$11.2K - $12.4K
|
2.42K
$341K
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.65KNew |
$401K - $444K
|
3.65K
$514K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
126+ 5.51% |
$13.8K - $15.3K
|
2.41K
$340K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
145+ 14.62% |
$15.9K - $17.6K
|
1.14K
$160K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$22K - $24.3K
|
200
$28.2K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20New |
$2.2K - $2.43K
|
20
$2.82K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
132New |
$14.5K - $16.1K
|
132
$18.6K
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.47KNew |
$272K - $301K
|
2.47K
$349K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-296- 9.12% |
$32.5K - $36K
|
2.95K
$416K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.78KNew |
$195K - $216K
|
1.78K
$250K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.02% |
$110 - $122
|
5.06K
$713K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
92+ 67.65% |
$10.1K - $11.2K
|
228
$32.1K
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.85K- 11.5% |
$203K - $225K
|
14.2K
$2M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.93KNew |
$323K - $357K
|
2.93K
$413K
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
BUY
|
- |
13.6K+ 50.01% |
$1.5M - $1.66M
|
40.9K
$5.76M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
54New |
$5.94K - $6.57K
|
54
$7.61K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
26New |
$2.86K - $3.16K
|
26
$3.66K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
100+ 40.32% |
$11K - $12.2K
|
348
$49K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-50- 11.85% |
$5.5K - $6.08K
|
372
$52.4K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
80New |
$8.79K - $9.73K
|
80
$11.3K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
319New |
$35.1K - $38.8K
|
319
$45K
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.37K+ 66.34% |
$150K - $166K
|
3.43K
$483K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
771+ 9.2% |
$84.7K - $93.8K
|
9.16K
$1.29M
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.58K+ 35.06% |
$283K - $313K
|
9.92K
$1.4M
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
125New |
$13.7K - $15.2K
|
125
$17.6K
|