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, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 2.27% |
$1.21K - $1.5K
|
496
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
6New |
$658 - $818
|
6
$1.23K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.23% |
$110 - $136
|
445
$91.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.96% |
$110 - $136
|
105
$21.6K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
98.7KNew |
$10.9M - $12.3M
|
98.7K
$20.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
36.6KNew |
$4.02M - $4.57M
|
36.6K
$7.51M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.35KNew |
$809K - $920K
|
7.35K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.98KNew |
$548K - $623K
|
4.98K
$1.02M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3KNew |
$330K - $375K
|
3K
$617K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.5K+ 33.33% |
$275K - $313K
|
10K
$2.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.09KNew |
$230K - $261K
|
2.09K
$430K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.93KNew |
$213K - $242K
|
1.93K
$397K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
236New |
$26K - $29.5K
|
236
$48.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
156New |
$17.2K - $19.5K
|
156
$32.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
30New |
$3.3K - $3.75K
|
30
$6.17K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7New |
$771 - $876
|
7
$1.44K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
5New |
$550 - $625
|
5
$1.03K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 3.92% |
$220 - $250
|
53
$10.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$220 - $250
|
2
$411
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
58KNew |
$6.42M - $7.11M
|
58K
$11.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
47KNew |
$5.2M - $5.76M
|
47K
$9.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.03KNew |
$336K - $372K
|
3.03K
$623K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.42KNew |
$269K - $297K
|
2.42K
$498K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.86KNew |
$206K - $228K
|
1.86K
$382K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.72KNew |
$190K - $210K
|
1.72K
$353K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
759New |
$84.1K - $93.1K
|
759
$156K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
165+ 100.0% |
$18.3K - $20.2K
|
330
$67.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
106New |
$11.7K - $13K
|
106
$21.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
58New |
$6.43K - $7.11K
|
58
$11.9K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
50New |
$5.54K - $6.13K
|
50
$10.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
43+ 86.0% |
$4.76K - $5.27K
|
93
$19.1K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.93KNew |
$323K - $357K
|
2.93K
$603K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.58K+ 35.06% |
$283K - $313K
|
9.92K
$2.04M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.47KNew |
$272K - $301K
|
2.47K
$508K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.78KNew |
$195K - $216K
|
1.78K
$365K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.37K+ 66.34% |
$150K - $166K
|
3.43K
$704K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
771+ 9.2% |
$84.7K - $93.8K
|
9.16K
$1.88M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
215New |
$23.6K - $26.1K
|
215
$44.2K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
145+ 14.62% |
$15.9K - $17.6K
|
1.14K
$234K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
132New |
$14.5K - $16.1K
|
132
$27.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
125New |
$13.7K - $15.2K
|
125
$25.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
102+ 4.41% |
$11.2K - $12.4K
|
2.42K
$497K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
100+ 40.32% |
$11K - $12.2K
|
348
$71.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
80New |
$8.79K - $9.73K
|
80
$16.4K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
75New |
$8.24K - $9.12K
|
75
$15.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
26New |
$2.86K - $3.16K
|
26
$5.34K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.02% |
$110 - $122
|
5.06K
$1.04M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
7.32K+ 30.25% |
$683K - $828K
|
31.5K
$6.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.98KNew |
$371K - $450K
|
3.98K
$818K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.1KNew |
$195K - $237K
|
2.1K
$431K
|
|