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 |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
66+ 194.12% |
$7.25K - $8.03K
|
100
$17.3K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
59+ 2.95% |
$6.49K - $7.18K
|
2.06K
$355K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
54New |
$5.94K - $6.57K
|
54
$9.32K
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
46New |
$5.06K - $5.59K
|
46
$7.94K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45+ 2.31% |
$4.95K - $5.47K
|
1.99K
$344K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
41New |
$4.51K - $4.99K
|
41
$7.08K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
26New |
$2.86K - $3.16K
|
26
$4.49K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20New |
$2.2K - $2.43K
|
20
$3.45K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
8+ 25.0% |
$879 - $973
|
40
$6.91K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.29% |
$660 - $730
|
2.06K
$355K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.03% |
$550 - $608
|
14.9K
$2.57M
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.11% |
$440 - $486
|
3.53K
$609K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$220 - $243
|
1.95K
$336K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$110 - $122
|
302
$52.1K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.78% |
$110 - $122
|
129
$22.3K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.02% |
$110 - $122
|
5.06K
$874K
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1+ 0.05% |
$110 - $122
|
2.03K
$350K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.23% |
$110 - $122
|
443
$76.5K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1+ 0.05% |
$110 - $122
|
2.09K
$360K
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-3- 1.13% |
$330 - $365
|
262
$45.2K
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5- 0.88% |
$550 - $608
|
565
$97.5K
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-8- 0.3% |
$879 - $973
|
2.68K
$462K
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-22- 1.03% |
$2.42K - $2.68K
|
2.12K
$366K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-25- 0.98% |
$2.75K - $3.04K
|
2.53K
$437K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-35- 24.14% |
$3.85K - $4.26K
|
110
$19K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-35- 1.45% |
$3.85K - $4.26K
|
2.38K
$411K
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-43- 1.11% |
$4.73K - $5.23K
|
3.82K
$659K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-46- 2.45% |
$5.06K - $5.59K
|
1.83K
$316K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-48- 0.08% |
$5.28K - $5.84K
|
58.5K
$10.1M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-50- 11.85% |
$5.5K - $6.08K
|
372
$64.2K
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-50- 2.0% |
$5.5K - $6.08K
|
2.46K
$424K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-53- 2.31% |
$5.83K - $6.45K
|
2.24K
$387K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-54- 1.18% |
$5.94K - $6.57K
|
4.52K
$781K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-63- 0.54% |
$6.92K - $7.66K
|
11.5K
$1.99M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-67- 1.98% |
$7.36K - $8.15K
|
3.32K
$572K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-71- 3.51% |
$7.8K - $8.64K
|
1.95K
$337K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-85- 3.32% |
$9.34K - $10.3K
|
2.48K
$428K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-99- 7.05% |
$10.9K - $12K
|
1.31K
$225K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-99- 0.72% |
$10.9K - $12K
|
13.7K
$2.37M
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-105- 2.59% |
$11.5K - $12.8K
|
3.94K
$681K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-105- 1.05% |
$11.5K - $12.8K
|
9.86K
$1.7M
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-110- 0.8% |
$12.1K - $13.4K
|
13.7K
$2.37M
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-110- 5.85% |
$12.1K - $13.4K
|
1.77K
$306K
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-110- 0.8% |
$12.1K - $13.4K
|
13.7K
$2.37M
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-120- 42.25% |
$13.2K - $14.6K
|
164
$28.3K
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-128- 0.28% |
$14.1K - $15.6K
|
45.1K
$7.79M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-137- 1.75% |
$15.1K - $16.7K
|
7.69K
$1.33M
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-152- 2.98% |
$16.7K - $18.5K
|
4.94K
$853K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-157- 2.89% |
$17.3K - $19.1K
|
5.27K
$910K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-167- 52.19% |
$18.4K - $20.3K
|
153
$26.4K
|