Purchases and Sales Made in Q1 2024 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 2024. 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 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
130KNew |
$16.5M - $18.4M
|
130K
$22.4M
|
|
|
May 15, 2024
Q1 2024
|
Dme Capital Management, LP
New York, NY |
BUY
|
- |
128KNew |
$16.3M - $18.1M
|
128K
$22M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
111KNew |
$14.2M - $15.8M
|
111K
$19.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76.3K+ 673.84% |
$9.73M - $10.8M
|
87.6K
$15.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.1K+ 19.27% |
$6.39M - $7.11M
|
310K
$53.6M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
50.1KNew |
$6.38M - $7.1M
|
50.1K
$8.65M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.7K+ 3.87% |
$4.93M - $5.48M
|
1.04M
$179M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
35K+ 221.97% |
$4.46M - $4.97M
|
50.8K
$8.77M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.6K+ 4.31% |
$4.15M - $4.62M
|
788K
$136M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.1K+ 74.21% |
$3.96M - $4.41M
|
73K
$12.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.8K+ 4.24% |
$3.67M - $4.09M
|
709K
$122M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.8K+ 4.24% |
$3.67M - $4.09M
|
709K
$122M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
23.4K+ 16.63% |
$2.98M - $3.32M
|
164K
$28.3M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.3K+ 448.91% |
$2.71M - $3.02M
|
26K
$4.49M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
19.8K+ 28.5% |
$2.52M - $2.8M
|
89.1K
$15.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.7K+ 17.24% |
$2.26M - $2.52M
|
121K
$20.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11K+ 75.9% |
$1.4M - $1.56M
|
25.4K
$4.39M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.9K+ 16.73% |
$1.38M - $1.54M
|
75.8K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.5K+ 16.89% |
$1.34M - $1.49M
|
72.8K
$12.6M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.5K+ 1.5% |
$1.34M - $1.49M
|
709K
$122M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.76K+ 11.83% |
$1.24M - $1.38M
|
92.3K
$15.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.33KNew |
$1.19M - $1.32M
|
9.33K
$1.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
9.29KNew |
$1.18M - $1.32M
|
9.29K
$1.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.25K+ 15.28% |
$1.18M - $1.31M
|
69.8K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.24K+ 14.49% |
$1.18M - $1.31M
|
73K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.17KNew |
$1.17M - $1.3M
|
9.17K
$1.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.2K+ 81.83% |
$1.05M - $1.16M
|
18.2K
$3.15M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.65K+ 72.77% |
$847K - $943K
|
15.8K
$2.72M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.52K+ 30.52% |
$831K - $925K
|
27.9K
$4.81M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.38K+ 7.43% |
$813K - $905K
|
92.3K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.38K+ 102.72% |
$813K - $905K
|
12.6K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.72KNew |
$728K - $811K
|
5.72K
$987K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.62K+ 28.54% |
$716K - $797K
|
25.3K
$4.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.14KNew |
$655K - $729K
|
5.14K
$887K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.06K+ 31.8% |
$645K - $718K
|
21K
$3.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.98K+ 13.12% |
$635K - $707K
|
43K
$7.42M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.69K+ 43.75% |
$598K - $666K
|
15.4K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.69K+ 148.97% |
$597K - $665K
|
7.83K
$1.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.37KNew |
$556K - $619K
|
4.37K
$754K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.13K+ 10.46% |
$526K - $585K
|
43.6K
$7.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.79KNew |
$483K - $538K
|
3.79K
$654K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.68KNew |
$469K - $523K
|
3.68K
$636K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.51KNew |
$448K - $498K
|
3.51K
$606K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.49K+ 24.46% |
$444K - $495K
|
17.7K
$3.06M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.47K+ 367.3% |
$442K - $492K
|
4.42K
$762K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.37KNew |
$430K - $478K
|
3.37K
$582K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3.32K+ 328.64% |
$423K - $470K
|
4.33K
$747K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.02K+ 6.31% |
$385K - $428K
|
50.9K
$8.78M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.89K+ 194.28% |
$368K - $410K
|
4.38K
$756K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.84K+ 10.61% |
$362K - $403K
|
29.6K
$5.12M
|