Latest Institutional Purchases of Spdr S&P Aerospace & Defense E (XAR)
This list provides information on the latest institutional transactions involving Spdr S&P Aerospace & Defense E (XAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
916New |
$127K - $144K
|
916
$151K
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
865New |
$120K - $136K
|
865
$142K
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
514+ 16.8% |
$71.5K - $80.9K
|
3.57K
$588K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
475New |
$66K - $74.7K
|
475
$78.1K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
446New |
$62K - $70.2K
|
446
$73.3K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
295+ 21.64% |
$41K - $46.4K
|
1.66K
$273K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
214+ 15.69% |
$29.8K - $33.7K
|
1.58K
$259K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
190New |
$26.4K - $29.9K
|
190
$31.2K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
76New |
$10.6K - $12K
|
76
$12.5K
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
69New |
$9.59K - $10.9K
|
69
$11.3K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56+ 0.19% |
$7.79K - $8.81K
|
30.1K
$4.95M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
54New |
$7.51K - $8.5K
|
54
$8.88K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
50New |
$6.95K - $7.87K
|
50
$8.22K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
41+ 683.33% |
$5.7K - $6.45K
|
47
$7.73K
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
29+ 1.29% |
$4.03K - $4.56K
|
2.27K
$374K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
16New |
$2.22K - $2.52K
|
16
$2.63K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
5New |
$695 - $787
|
5
$822
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.13% |
$417 - $472
|
2.39K
$393K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2New |
$278 - $315
|
2
$329
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2New |
$278 - $315
|
2
$329
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.23% |
$139 - $157
|
437
$71.8K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.06% |
$139 - $157
|
1.79K
$294K
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.5% |
$139 - $157
|
201
$33K
|
|
Q2 2024 | |||||||
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.91K+ 30.84% |
$516K - $566K
|
16.6K
$2.72M
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
3.74K+ 40.23% |
$494K - $542K
|
13K
$2.14M
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.72KNew |
$492K - $539K
|
3.72K
$612K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.9KNew |
$383K - $421K
|
2.9K
$477K
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.88KNew |
$248K - $273K
|
1.88K
$309K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.59KNew |
$210K - $230K
|
1.59K
$261K
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.47KNew |
$195K - $213K
|
1.47K
$242K
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.45KNew |
$192K - $210K
|
1.45K
$238K
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.44KNew |
$190K - $208K
|
1.44K
$236K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
860+ 4300.0% |
$114K - $125K
|
880
$145K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
844New |
$111K - $122K
|
844
$139K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
830New |
$110K - $120K
|
830
$136K
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
444+ 17.73% |
$58.7K - $64.3K
|
2.95K
$485K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
350New |
$46.2K - $50.7K
|
350
$57.5K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
283New |
$37.4K - $41K
|
283
$46.5K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
219+ 13.63% |
$28.9K - $31.7K
|
1.83K
$300K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
175New |
$23.1K - $25.4K
|
175
$28.8K
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
140+ 8.02% |
$18.5K - $20.3K
|
1.89K
$310K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
121+ 5.44% |
$16K - $17.5K
|
2.34K
$385K
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
73+ 32.02% |
$9.64K - $10.6K
|
301
$49.5K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
72New |
$9.51K - $10.4K
|
72
$11.8K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
55New |
$7.27K - $7.97K
|
55
$9.04K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
54New |
$7.13K - $7.83K
|
54
$8.88K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
29+ 36.25% |
$3.83K - $4.2K
|
109
$17.9K
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7New |
$925 - $1.01K
|
7
$1.15K
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5+ 0.1% |
$661 - $725
|
5.06K
$832K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2New |
$264 - $290
|
2
$329
|