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 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-170- 1.61% |
$18.7K - $20.7K
|
10.4K
$1.8M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-172- 1.25% |
$18.9K - $20.9K
|
13.6K
$2.34M
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-175- 3.06% |
$19.2K - $21.3K
|
5.54K
$957K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-193- 6.22% |
$21.2K - $23.5K
|
2.91K
$503K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-197- 32.78% |
$21.7K - $24K
|
404
$69.8K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-199- 6.52% |
$21.9K - $24.2K
|
2.86K
$493K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-216- 29.15% |
$23.7K - $26.3K
|
525
$90.6K
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-258- 10.02% |
$28.4K - $31.4K
|
2.32K
$400K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-296- 9.12% |
$32.5K - $36K
|
2.95K
$509K
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-350- 1.75% |
$38.5K - $42.6K
|
19.7K
$3.4M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-425- 2.53% |
$46.7K - $51.7K
|
16.3K
$2.82M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-429- 36.64% |
$47.2K - $52.2K
|
742
$128K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-454- 5.58% |
$49.9K - $55.2K
|
7.69K
$1.33M
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-467- 4.06% |
$51.3K - $56.8K
|
11K
$1.91M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-480- 17.53% |
$52.8K - $58.4K
|
2.26K
$390K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-497- 6.02% |
$54.6K - $60.4K
|
7.77K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-511- 1.73% |
$56.2K - $62.1K
|
29.1K
$5.02M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-573- 1.43% |
$63K - $69.7K
|
39.5K
$6.82M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-653- 3.42% |
$71.8K - $79.4K
|
18.4K
$3.18M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-674- 21.55% |
$74.1K - $82K
|
2.45K
$424K
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-741- 23.4% |
$81.5K - $90.1K
|
2.43K
$419K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-782- 5.62% |
$86K - $95.1K
|
13.1K
$2.27M
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-788- 27.42% |
$86.6K - $95.8K
|
2.09K
$360K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-791- 5.37% |
$86.9K - $96.2K
|
14K
$2.41M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-796- 0.69% |
$87.5K - $96.8K
|
114K
$19.6M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-796- 0.69% |
$87.5K - $96.8K
|
114K
$19.6M
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-971- 4.39% |
$107K - $118K
|
21.1K
$3.65M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.27K- 11.87% |
$139K - $154K
|
9.42K
$1.63M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.38KClosed |
$151K - $167K
|
0
$0
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.39K- 58.05% |
$152K - $168K
|
1K
$173K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.43K- 5.17% |
$158K - $174K
|
26.3K
$4.54M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.5K- 12.15% |
$165K - $182K
|
10.8K
$1.87M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.85K- 11.5% |
$203K - $225K
|
14.2K
$2.46M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.98K- 26.09% |
$218K - $241K
|
5.61K
$968K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.08K- 93.6% |
$228K - $253K
|
142
$24.5K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.26K- 22.74% |
$358K - $396K
|
11.1K
$1.91M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.63K- 9.25% |
$399K - $441K
|
35.6K
$6.15M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.17K- 46.53% |
$458K - $507K
|
4.79K
$827K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.25K- 44.19% |
$467K - $517K
|
5.37K
$927K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.06K- 95.49% |
$556K - $615K
|
239
$41.3K
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-5.37K- 27.85% |
$590K - $653K
|
13.9K
$2.4M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.67K- 20.28% |
$624K - $690K
|
22.3K
$3.85M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.21K- 90.83% |
$792K - $876K
|
727
$126K
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-8.68K- 4.28% |
$954K - $1.06M
|
194K
$33.5M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.6K- 6.21% |
$1.28M - $1.42M
|
176K
$30.3M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.2K- 52.22% |
$1.34M - $1.48M
|
11.1K
$1.92M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.6K- 85.44% |
$1.72M - $1.9M
|
2.66K
$460K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.6K- 32.7% |
$2.49M - $2.75M
|
46.6K
$8.04M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-75.3K- 47.46% |
$8.28M - $9.16M
|
83.4K
$14.4M
|