Purchases and Sales Made in Q1 2023 in Spdr S&P Aerospace & Defense E (XAR)

XAR Quotes by TradingView

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 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.36K
+ 5.15%
$149K - $165K
27.7K $4.78M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.31K
+ 12.75%
$144K - $159K
11.5K $1.99M
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
1.29K
+ 28.64%
$142K - $157K
5.81K $1M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.07K
+ 3.16%
$118K - $130K
34.9K $6.03M
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

BUY
 -
1.05K
+ 74.28%
$116K - $128K
2.47K $427K
May 15, 2023 Q1 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
941
+ 20.02%
$103K - $114K
5.64K $974K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
913
New
$100K - $111K
913 $158K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
902
+ 14.68%
$99.1K - $110K
7.05K $1.22M
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
900
+ 30.36%
$98.9K - $109K
3.86K $667K
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
895
+ 22.06%
$98.4K - $109K
4.95K $855K
May 11, 2023 Q1 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
823
New
$90.5K - $100K
823 $142K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
818
+ 9.37%
$89.9K - $99.5K
9.55K $1.65M
Apr 11, 2023 Q1 2023
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
771
+ 9.2%
$84.7K - $93.8K
9.16K $1.58M
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
681
+ 14.71%
$74.9K - $82.8K
5.31K $917K
May 11, 2023 Q1 2023
Planning Directions Inc

BUY
 -
670
+ 22.26%
$73.6K - $81.5K
3.68K $635K
May 11, 2023 Q1 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
630
+ 101.61%
$69.2K - $76.6K
1.25K $216K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
563
New
$61.9K - $68.5K
563 $97.2K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
523
+ 19.2%
$57.5K - $63.6K
3.25K $561K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
460
New
$50.6K - $55.9K
460 $79.4K
May 01, 2023 Q1 2023
Mascoma Wealth Management LLC

BUY
 -
373
+ 29.05%
$41K - $45.4K
1.66K $286K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
319
New
$35.1K - $38.8K
319 $55.1K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
312
+ 2.24%
$34.3K - $37.9K
14.2K $2.46M
Apr 21, 2023 Q1 2023
Stapp Wealth Management, Pllc

Olympia, WA
BUY
 -
259
+ 4.98%
$28.5K - $31.5K
5.46K $943K
May 08, 2023 Q1 2023
Private Wealth Strategies, L.L.C.

BUY
 -
218
+ 3.94%
$24K - $26.5K
5.76K $994K
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
215
New
$23.6K - $26.1K
215 $37.1K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
204
+ 5.91%
$22.4K - $24.8K
3.66K $631K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
200
New
$22K - $24.3K
200 $34.5K
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
192
+ 9.64%
$21.1K - $23.4K
2.18K $377K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
187
New
$20.6K - $22.7K
187 $32.3K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
173
+ 39.5%
$19K - $21K
611 $105K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
173
+ 1.26%
$19K - $21K
13.9K $2.39M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
172
+ 1.27%
$18.9K - $20.9K
13.7K $2.37M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
160
+ 3.82%
$17.6K - $19.5K
4.35K $751K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
159
+ 4.44%
$17.5K - $19.3K
3.74K $646K
Apr 19, 2023 Q1 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
146
+ 4.89%
$16K - $17.8K
3.13K $541K
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
145
+ 14.62%
$15.9K - $17.6K
1.14K $196K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
132
New
$14.5K - $16.1K
132 $22.8K
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
126
+ 5.51%
$13.8K - $15.3K
2.41K $417K
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
125
New
$13.7K - $15.2K
125 $21.6K
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
125
New
$13.7K - $15.2K
125 $21.6K
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
103
+ 2.76%
$11.3K - $12.5K
3.84K $662K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
102
+ 4.41%
$11.2K - $12.4K
2.42K $417K
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
100
+ 40.32%
$11K - $12.2K
348 $60.1K
May 02, 2023 Q1 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
92
+ 67.65%
$10.1K - $11.2K
228 $39.4K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
80
New
$8.79K - $9.73K
80 $13.8K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
75
New
$8.24K - $9.12K
75 $12.9K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
75
New
$8.24K - $9.12K
75 $12.9K
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
73
+ 1.85%
$8.02K - $8.88K
4.02K $694K
May 15, 2023 Q1 2023
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
68
+ 0.32%
$7.47K - $8.27K
21.3K $3.68M

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