Purchases and Sales Made in Q1 2022 in Spdr S&P Aerospace & Defense E (XAR)
This table provides information about the institutional ownership of Spdr S&P Aerospace & Defense E (XAR) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR S&P AEROSPACE & DEFENSE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
425New |
$45.6K - $54K
|
425
$73.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
423+ 11.79% |
$45.4K - $53.7K
|
4.01K
$692K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
360+ 11.46% |
$38.6K - $45.7K
|
3.5K
$604K
|
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
351+ 16.87% |
$37.7K - $44.6K
|
2.43K
$420K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
342+ 24.39% |
$36.7K - $43.4K
|
1.74K
$301K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
300New |
$32.2K - $38.1K
|
300
$51.8K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
273New |
$29.3K - $34.7K
|
273
$47.1K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
266+ 1.33% |
$28.5K - $33.8K
|
20.3K
$3.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
250New |
$26.8K - $31.7K
|
250
$43.2K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
230New |
$24.7K - $29.2K
|
230
$39.7K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
211+ 1.49% |
$22.6K - $26.8K
|
14.4K
$2.49M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
200New |
$21.5K - $25.4K
|
200
$34.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
165New |
$17.7K - $20.9K
|
165
$28.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
155New |
$16.6K - $19.7K
|
155
$26.8K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
150New |
$16.1K - $19K
|
150
$25.9K
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
150New |
$16.1K - $19K
|
150
$25.9K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
141+ 8.09% |
$15.1K - $17.9K
|
1.88K
$325K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
121+ 6.43% |
$13K - $15.4K
|
2K
$346K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
118+ 1.4% |
$12.7K - $15K
|
8.52K
$1.47M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
100New |
$10.7K - $12.7K
|
100
$17.3K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
85New |
$9.12K - $10.8K
|
85
$14.7K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
81+ 0.3% |
$8.69K - $10.3K
|
26.9K
$4.64M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
75+ 4.19% |
$8.05K - $9.52K
|
1.87K
$322K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
73+ 3.96% |
$7.83K - $9.27K
|
1.92K
$331K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
73+ 8.78% |
$7.83K - $9.27K
|
904
$156K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
65+ 39.88% |
$6.97K - $8.25K
|
228
$39.4K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
54+ 0.41% |
$5.79K - $6.86K
|
13.1K
$2.26M
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
50+ 217.39% |
$5.36K - $6.35K
|
73
$12.6K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44+ 0.87% |
$4.72K - $5.59K
|
5.08K
$877K
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
44+ 29.33% |
$4.72K - $5.59K
|
194
$33.5K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
41+ 17.98% |
$4.4K - $5.2K
|
269
$46.4K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
40New |
$4.29K - $5.08K
|
40
$6.91K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
21New |
$2.25K - $2.67K
|
21
$3.63K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
20+ 0.31% |
$2.15K - $2.54K
|
6.39K
$1.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16New |
$1.72K - $2.03K
|
16
$2.76K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15New |
$1.61K - $1.9K
|
15
$2.59K
|
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
15+ 0.37% |
$1.61K - $1.9K
|
4.12K
$711K
|
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.51% |
$1.07K - $1.27K
|
1.97K
$341K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.2% |
$107 - $127
|
491
$84.8K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-3- 1.14% |
$322 - $381
|
261
$45.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10- 0.46% |
$1.07K - $1.27K
|
2.16K
$372K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-11- 22.92% |
$1.18K - $1.4K
|
37
$6.39K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-17Closed |
$1.82K - $2.16K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-29- 7.44% |
$3.11K - $3.68K
|
361
$62.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-29Closed |
$3.11K - $3.68K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-43- 3.9% |
$4.61K - $5.46K
|
1.06K
$183K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-50- 2.14% |
$5.36K - $6.35K
|
2.29K
$395K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50Closed |
$5.36K - $6.35K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-70- 1.83% |
$7.51K - $8.89K
|
3.76K
$650K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-78- 7.28% |
$8.37K - $9.9K
|
993
$171K
|