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 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
6+ 0.58% |
$765 - $851
|
1.05K
$181K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
5+ 3.33% |
$637 - $709
|
155
$26.8K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 1.36% |
$637 - $709
|
373
$64.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.11% |
$637 - $709
|
4.55K
$786K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.13% |
$382 - $426
|
2.38K
$412K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3+ 0.17% |
$382 - $426
|
1.8K
$310K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.1% |
$255 - $284
|
2.07K
$358K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
1+ 0.07% |
$127 - $142
|
1.53K
$264K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$127 - $142
|
304
$52.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.38% |
$127 - $142
|
266
$45.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$127 - $142
|
1.49K
$257K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.12% |
$127 - $142
|
805
$139K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1Closed |
$127 - $142
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5- 0.37% |
$637 - $709
|
1.36K
$235K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14- 0.18% |
$1.78K - $1.99K
|
7.89K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-16- 0.08% |
$2.04K - $2.27K
|
19K
$3.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-20- 0.05% |
$2.55K - $2.84K
|
38.7K
$6.67M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 1.08% |
$2.55K - $2.84K
|
1.84K
$317K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-24- 1.58% |
$3.06K - $3.4K
|
1.5K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-29- 1.37% |
$3.7K - $4.11K
|
2.09K
$360K
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-41- 0.2% |
$5.23K - $5.82K
|
20.7K
$3.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-48- 7.77% |
$6.12K - $6.81K
|
570
$98.4K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-49- 2.93% |
$6.25K - $6.95K
|
1.62K
$280K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-53Closed |
$6.76K - $7.52K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-60- 4.01% |
$7.65K - $8.51K
|
1.44K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-66- 2.49% |
$8.41K - $9.36K
|
2.58K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-66- 0.83% |
$8.41K - $9.36K
|
7.85K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-79- 3.06% |
$10.1K - $11.2K
|
2.5K
$432K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-85- 0.87% |
$10.8K - $12.1K
|
9.74K
$1.68M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-98- 4.8% |
$12.5K - $13.9K
|
1.95K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-101- 1.96% |
$12.9K - $14.3K
|
5.06K
$873K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-103- 0.61% |
$13.1K - $14.6K
|
16.9K
$2.92M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-103- 5.2% |
$13.1K - $14.6K
|
1.88K
$324K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-110- 27.57% |
$14K - $15.6K
|
289
$49.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-113- 3.98% |
$14.4K - $16K
|
2.72K
$470K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-121- 3.39% |
$15.4K - $17.2K
|
3.45K
$596K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-125- 14.0% |
$15.9K - $17.7K
|
768
$133K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-129- 4.39% |
$16.4K - $18.3K
|
2.81K
$485K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-136- 5.77% |
$17.3K - $19.3K
|
2.22K
$383K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-159- 1.34% |
$20.3K - $22.6K
|
11.7K
$2.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-171- 2.28% |
$21.8K - $24.3K
|
7.33K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-178- 45.06% |
$22.7K - $25.3K
|
217
$37.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-202- 4.97% |
$25.7K - $28.7K
|
3.86K
$667K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-202- 6.89% |
$25.7K - $28.7K
|
2.73K
$471K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-205- 1.2% |
$26.1K - $29.1K
|
16.9K
$2.93M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-213- 5.83% |
$27.1K - $30.2K
|
3.44K
$594K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-280- 13.28% |
$35.7K - $39.7K
|
1.83K
$316K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-289- 13.06% |
$36.8K - $41K
|
1.92K
$332K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-290- 65.91% |
$37K - $41.1K
|
150
$25.9K
|