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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
145+ 14.62% |
$15.9K - $17.6K
|
1.14K
$187K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
132New |
$14.5K - $16.1K
|
132
$21.7K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
126+ 5.51% |
$13.8K - $15.3K
|
2.41K
$398K
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
125New |
$13.7K - $15.2K
|
125
$20.6K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
102+ 4.41% |
$11.2K - $12.4K
|
2.42K
$398K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
100+ 40.32% |
$11K - $12.2K
|
348
$57.3K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
80New |
$8.79K - $9.73K
|
80
$13.2K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
75New |
$8.24K - $9.12K
|
75
$12.4K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
26New |
$2.86K - $3.16K
|
26
$4.28K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20New |
$2.2K - $2.43K
|
20
$3.3K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.02% |
$110 - $122
|
5.06K
$834K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
7.32K+ 30.25% |
$683K - $828K
|
31.5K
$5.19M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.98KNew |
$371K - $450K
|
3.98K
$655K
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.97KNew |
$277K - $336K
|
2.97K
$490K
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.1KNew |
$195K - $237K
|
2.1K
$345K
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.06KNew |
$193K - $233K
|
2.06K
$340K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.01KNew |
$187K - $227K
|
2.01K
$330K
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2KNew |
$187K - $226K
|
2K
$330K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.97KNew |
$184K - $223K
|
1.97K
$324K
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.89KNew |
$176K - $213K
|
1.89K
$311K
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.21K+ 42.55% |
$113K - $137K
|
4.06K
$668K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
421New |
$39.3K - $47.6K
|
421
$69.4K
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
388New |
$36.2K - $43.9K
|
388
$63.9K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
388New |
$36.2K - $43.9K
|
388
$63.9K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
385New |
$35.9K - $43.5K
|
385
$63.4K
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
234New |
$21.8K - $26.5K
|
234
$38.6K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$18.7K - $22.6K
|
200
$33K
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
85New |
$7.93K - $9.61K
|
85
$14K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
80New |
$7.46K - $9.05K
|
80
$13.2K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
75New |
$7K - $8.48K
|
75
$12.4K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
61New |
$5.69K - $6.9K
|
61
$10K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
57+ 107.55% |
$5.32K - $6.45K
|
110
$18.1K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
55New |
$5.13K - $6.22K
|
55
$9.06K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
39New |
$3.64K - $4.41K
|
39
$6.43K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3New |
$280 - $339
|
3
$494
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.2% |
$93.3 - $113
|
502
$82.7K
|
|
Q3 2022 | |||||||
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
4.12KNew |
$378K - $476K
|
4.12K
$679K
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
700New |
$64.2K - $80.9K
|
700
$115K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
111New |
$10.2K - $12.8K
|
111
$18.3K
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
100+ 66.67% |
$9.17K - $11.6K
|
250
$41.2K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
30New |
$2.75K - $3.47K
|
30
$4.94K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
26New |
$2.38K - $3K
|
26
$4.28K
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
12.2KNew |
$1.18M - $1.54M
|
12.2K
$2.01M
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.36K+ 266.4% |
$516K - $677K
|
7.37K
$1.21M
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
5.35KNew |
$515K - $676K
|
5.35K
$882K
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.51KNew |
$337K - $442K
|
3.51K
$577K
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.27KNew |
$218K - $286K
|
2.27K
$374K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
721New |
$69.4K - $91K
|
721
$119K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
466New |
$44.9K - $58.8K
|
466
$76.8K
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
400New |
$38.5K - $50.5K
|
400
$65.9K
|