Purchases and Sales Made in Q1 2023 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 2023. 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 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.8K+ 12.38% |
$8.77M - $9.7M
|
724K
$125M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63.1K+ 61.64% |
$6.93M - $7.67M
|
165K
$28.6M
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
42.2K+ 1558.58% |
$4.64M - $5.14M
|
44.9K
$7.76M
|
|
Apr 27, 2023
Q1 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
40.7KNew |
$4.47M - $4.95M
|
40.7K
$7.03M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.1K+ 271.43% |
$3.42M - $3.78M
|
42.6K
$7.35M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.8K+ 90.67% |
$2.62M - $2.9M
|
50.1K
$8.66M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.7K+ 15.29% |
$2.49M - $2.76M
|
171K
$29.5M
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
20.8K+ 799.73% |
$2.29M - $2.53M
|
23.4K
$4.05M
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
14.8K+ 26.97% |
$1.63M - $1.8M
|
69.7K
$12M
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
BUY
|
- |
13.6K+ 50.01% |
$1.5M - $1.66M
|
40.9K
$7.06M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.1K+ 49.0% |
$1.44M - $1.59M
|
39.7K
$6.86M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
13K+ 44.42% |
$1.43M - $1.58M
|
42.3K
$7.3M
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.7KNew |
$1.17M - $1.3M
|
10.7K
$1.84M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
10.4K+ 286.97% |
$1.14M - $1.26M
|
14K
$2.42M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.94K+ 1.54% |
$873K - $966K
|
523K
$90.3M
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
7.49K+ 123.7% |
$824K - $911K
|
13.6K
$2.34M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.14K+ 13.03% |
$785K - $868K
|
61.9K
$10.7M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.73K+ 64.06% |
$740K - $819K
|
17.2K
$2.98M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.15K+ 9.05% |
$676K - $748K
|
74.1K
$12.8M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.27K+ 0.94% |
$580K - $641K
|
565K
$97.5M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
4.38K+ 93.91% |
$481K - $533K
|
9.04K
$1.56M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.07K+ 8.9% |
$447K - $495K
|
49.8K
$8.59M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.91K+ 39.26% |
$430K - $476K
|
13.9K
$2.4M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.65KNew |
$401K - $444K
|
3.65K
$630K
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.52K+ 11.47% |
$387K - $428K
|
34.2K
$5.9M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.34KNew |
$367K - $407K
|
3.34K
$577K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.04KNew |
$335K - $370K
|
3.04K
$526K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.93KNew |
$323K - $357K
|
2.93K
$507K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.75KNew |
$303K - $335K
|
2.75K
$475K
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.61K+ 18.18% |
$287K - $317K
|
17K
$2.93M
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.58K+ 35.06% |
$283K - $313K
|
9.92K
$1.71M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.53KNew |
$278K - $307K
|
2.53K
$436K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 9.23% |
$277K - $306K
|
29.8K
$5.15M
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.5K+ 50.0% |
$275K - $304K
|
7.5K
$1.29M
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.47KNew |
$272K - $301K
|
2.47K
$427K
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.37KNew |
$260K - $288K
|
2.37K
$409K
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.36KNew |
$260K - $287K
|
2.36K
$408K
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
2.36K+ 6.16% |
$259K - $287K
|
40.6K
$7.01M
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
2.25KNew |
$247K - $274K
|
2.25K
$388K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.79K+ 18.62% |
$197K - $218K
|
11.4K
$1.97M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.79KNew |
$196K - $217K
|
1.79K
$308K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.78KNew |
$196K - $216K
|
1.78K
$307K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.78KNew |
$195K - $216K
|
1.78K
$307K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.69K+ 29.56% |
$186K - $206K
|
7.41K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.67K+ 51.83% |
$184K - $203K
|
4.9K
$846K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.66K+ 5.77% |
$183K - $202K
|
30.4K
$5.26M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.54K+ 28.42% |
$169K - $187K
|
6.96K
$1.2M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.42K+ 12.57% |
$156K - $173K
|
12.7K
$2.2M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.38K+ 8.52% |
$152K - $168K
|
17.6K
$3.04M
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.37K+ 66.34% |
$150K - $166K
|
3.43K
$591K
|