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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.06KNew |
$193K - $233K
|
2.06K
$424K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.01KNew |
$187K - $227K
|
2.01K
$412K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2KNew |
$187K - $226K
|
2K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.97KNew |
$184K - $223K
|
1.97K
$405K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.89KNew |
$176K - $213K
|
1.89K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.21K+ 42.55% |
$113K - $137K
|
4.06K
$834K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
421New |
$39.3K - $47.6K
|
421
$86.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
388New |
$36.2K - $43.9K
|
388
$79.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
385New |
$35.9K - $43.5K
|
385
$79.1K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
234New |
$21.8K - $26.5K
|
234
$48.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$18.7K - $22.6K
|
200
$41.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
80New |
$7.46K - $9.05K
|
80
$16.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
75New |
$7K - $8.48K
|
75
$15.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
61New |
$5.69K - $6.9K
|
61
$12.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
57+ 107.55% |
$5.32K - $6.45K
|
110
$22.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
55New |
$5.13K - $6.22K
|
55
$11.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
39New |
$3.64K - $4.41K
|
39
$8.02K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3New |
$280 - $339
|
3
$617
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.2% |
$93.3 - $113
|
502
$103K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
4.12KNew |
$378K - $476K
|
4.12K
$847K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
700New |
$64.2K - $80.9K
|
700
$144K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
111New |
$10.2K - $12.8K
|
111
$22.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
100+ 66.67% |
$9.17K - $11.6K
|
250
$51.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
30New |
$2.75K - $3.47K
|
30
$6.17K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
26New |
$2.38K - $3K
|
26
$5.34K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.36K+ 266.4% |
$516K - $677K
|
7.37K
$1.52M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
5.35KNew |
$515K - $676K
|
5.35K
$1.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.27KNew |
$218K - $286K
|
2.27K
$466K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
466New |
$44.9K - $58.8K
|
466
$95.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
400New |
$38.5K - $50.5K
|
400
$82.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
209New |
$20.1K - $26.4K
|
209
$43K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
53New |
$5.1K - $6.69K
|
53
$10.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
30New |
$2.89K - $3.79K
|
30
$6.17K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
29New |
$2.79K - $3.66K
|
29
$5.96K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
13New |
$1.25K - $1.64K
|
13
$2.67K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3New |
$289 - $379
|
3
$617
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2New |
$193 - $252
|
2
$411
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Union Investments & Development Ltd.
|
BUY
|
- |
3.22KNew |
$345K - $408K
|
3.22K
$661K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
1.25KNew |
$134K - $159K
|
1.25K
$257K
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
954+ 2073.91% |
$102K - $121K
|
1K
$206K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
595New |
$63.8K - $75.5K
|
595
$122K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
425New |
$45.6K - $54K
|
425
$87.3K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
200New |
$21.5K - $25.4K
|
200
$41.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
85New |
$9.12K - $10.8K
|
85
$17.5K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
65+ 39.88% |
$6.97K - $8.25K
|
228
$46.9K
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.02KNew |
$111K - $128K
|
1.02K
$210K
|
|
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
596+ 26.58% |
$65K - $74.9K
|
2.84K
$583K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
264KNew |
$30.6M - $35M
|
264K
$54.3M
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.5KNew |
$421K - $478K
|
3.5K
$719K
|
|
| Q1 2021 | |||||||
|
Apr 22, 2021
Q1 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
25New |
$2.75K - $3.21K
|
25
$5.14K
|
|