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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.83KNew |
$361K - $402K
|
2.83K
$489K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.78KNew |
$355K - $395K
|
2.78K
$481K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.72KNew |
$346K - $386K
|
2.72K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.63K+ 52.21% |
$335K - $372K
|
7.65K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
2.51KNew |
$320K - $356K
|
2.51K
$433K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.48K+ 17.89% |
$315K - $351K
|
16.3K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.44K+ 6.86% |
$311K - $347K
|
38K
$6.57M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.44KNew |
$311K - $346K
|
2.44K
$421K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.39K+ 117.45% |
$305K - $339K
|
4.42K
$764K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.3K+ 13.26% |
$293K - $326K
|
19.6K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.22KNew |
$283K - $315K
|
2.22K
$384K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.19K+ 20.96% |
$280K - $311K
|
12.7K
$2.19M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.13KNew |
$271K - $301K
|
2.13K
$367K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.12KNew |
$270K - $300K
|
2.12K
$365K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.8K+ 8.24% |
$230K - $256K
|
23.7K
$4.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.72KNew |
$220K - $244K
|
1.72K
$297K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.68K+ 4.88% |
$214K - $238K
|
36K
$6.22M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.66KNew |
$212K - $236K
|
1.66K
$287K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.61KNew |
$205K - $228K
|
1.61K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.6K+ 23.11% |
$204K - $227K
|
8.52K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.6KNew |
$203K - $226K
|
1.6K
$275K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
1.59KNew |
$203K - $226K
|
1.59K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.48KNew |
$189K - $210K
|
1.48K
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.46KNew |
$186K - $207K
|
1.46K
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.41K+ 82.17% |
$179K - $199K
|
3.12K
$538K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.36K+ 3.25% |
$173K - $192K
|
43K
$7.42M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.28K+ 78.46% |
$163K - $181K
|
2.9K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
939+ 5.46% |
$120K - $133K
|
18.1K
$3.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
894+ 7.81% |
$114K - $127K
|
12.3K
$2.13M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
844+ 803.81% |
$108K - $120K
|
949
$164K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
840+ 31.22% |
$107K - $119K
|
3.53K
$610K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
793+ 10.79% |
$101K - $113K
|
8.14K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
751+ 36.47% |
$95.7K - $107K
|
2.81K
$485K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
730+ 1460.0% |
$93K - $104K
|
780
$135K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
692+ 2.7% |
$88.2K - $98.2K
|
26.4K
$4.55M
|
|
|
May 13, 2024
Q1 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
689+ 33.05% |
$87.8K - $97.7K
|
2.77K
$479K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
658+ 28.08% |
$83.9K - $93.4K
|
3K
$518K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
636+ 52.0% |
$81.1K - $90.2K
|
1.86K
$321K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
635+ 21.36% |
$80.9K - $90.1K
|
3.61K
$623K
|
|
|
Apr 18, 2024
Q1 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
613+ 12.45% |
$78.1K - $87K
|
5.54K
$956K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
541+ 138.72% |
$69K - $76.8K
|
931
$161K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
531+ 1.26% |
$67.7K - $75.3K
|
42.7K
$7.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
479+ 3.28% |
$61.1K - $68K
|
15.1K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
459+ 28.8% |
$58.5K - $65.1K
|
2.05K
$354K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
449+ 10.0% |
$57.2K - $63.7K
|
4.94K
$853K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
409+ 15.16% |
$52.1K - $58K
|
3.11K
$536K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
409+ 2.96% |
$52.1K - $58K
|
14.2K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
396+ 148.87% |
$50.5K - $56.2K
|
662
$114K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
365+ 20.33% |
$46.5K - $51.8K
|
2.16K
$373K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
355+ 8.97% |
$45.2K - $50.4K
|
4.31K
$745K
|