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 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
336+ 6.86% |
$42.8K - $47.7K
|
5.23K
$904K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
333+ 177.13% |
$42.4K - $47.2K
|
521
$90K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
326New |
$41.6K - $46.2K
|
326
$56.3K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
325+ 8.98% |
$41.4K - $46.1K
|
3.94K
$681K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
275+ 3.66% |
$35.1K - $39K
|
7.8K
$1.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
274+ 6.55% |
$34.9K - $38.9K
|
4.46K
$770K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
274New |
$34.9K - $38.9K
|
274
$47.3K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
270+ 7.37% |
$34.4K - $38.3K
|
3.94K
$679K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
270+ 7.37% |
$34.4K - $38.3K
|
3.94K
$679K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
265+ 1.52% |
$33.8K - $37.6K
|
17.7K
$3.06M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
260New |
$33.1K - $36.9K
|
260
$44.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
252New |
$32.1K - $35.8K
|
252
$43.5K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
251+ 2.67% |
$32K - $35.6K
|
9.64K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
240New |
$30.6K - $34K
|
240
$41.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
238+ 2.56% |
$30.3K - $33.8K
|
9.53K
$1.65M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
223+ 12.49% |
$28.4K - $31.6K
|
2.01K
$347K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
210+ 7.5% |
$26.8K - $29.8K
|
3.01K
$520K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
196+ 5.09% |
$25K - $27.8K
|
4.05K
$698K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
189+ 12.61% |
$24.1K - $26.8K
|
1.69K
$291K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
181+ 6.59% |
$23.1K - $25.7K
|
2.93K
$506K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
165+ 107.84% |
$21K - $23.4K
|
318
$54.9K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
155New |
$19.8K - $22K
|
155
$26.8K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
153+ 34.15% |
$19.5K - $21.7K
|
601
$104K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
152New |
$19.4K - $21.6K
|
152
$26.2K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
150+ 13.91% |
$19.1K - $21.3K
|
1.23K
$212K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
141+ 2.37% |
$18K - $20K
|
6.1K
$1.05M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
136+ 1.4% |
$17.3K - $19.3K
|
9.83K
$1.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
115New |
$14.7K - $16.3K
|
115
$19.9K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
105+ 1.37% |
$13.4K - $14.9K
|
7.75K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
104New |
$13.3K - $14.8K
|
104
$18K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
96+ 137.14% |
$12.2K - $13.6K
|
166
$28.7K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
90+ 4.81% |
$11.5K - $12.8K
|
1.96K
$339K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
89+ 5.89% |
$11.3K - $12.6K
|
1.6K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
81+ 3.94% |
$10.3K - $11.5K
|
2.14K
$369K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
77+ 2.6% |
$9.81K - $10.9K
|
3.03K
$524K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
75New |
$9.56K - $10.6K
|
75
$12.9K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
65+ 2.89% |
$8.28K - $9.22K
|
2.32K
$400K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
39New |
$4.97K - $5.53K
|
39
$6.73K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
30+ 1.54% |
$3.82K - $4.26K
|
1.97K
$341K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23New |
$2.93K - $3.26K
|
23
$3.97K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22New |
$2.8K - $3.12K
|
22
$3.8K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
20New |
$2.55K - $2.84K
|
20
$3.45K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19New |
$2.42K - $2.7K
|
19
$3.28K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
18+ 25.71% |
$2.29K - $2.55K
|
88
$15.2K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18+ 0.16% |
$2.29K - $2.55K
|
11.5K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15+ 0.63% |
$1.91K - $2.13K
|
2.41K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15+ 0.65% |
$1.91K - $2.13K
|
2.34K
$404K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
13New |
$1.66K - $1.84K
|
13
$2.24K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
12New |
$1.53K - $1.7K
|
12
$2.07K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 25.0% |
$1.27K - $1.42K
|
50
$8.63K
|