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 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-295- 16.7% |
$37.6K - $41.9K
|
1.47K
$254K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-305- 22.59% |
$38.9K - $43.3K
|
1.05K
$180K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-372- 13.71% |
$47.4K - $52.8K
|
2.34K
$404K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-384- 1.97% |
$48.9K - $54.5K
|
19.1K
$3.29M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-400- 19.64% |
$51K - $56.7K
|
1.64K
$283K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-403- 35.04% |
$51.4K - $57.2K
|
747
$129K
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-437- 3.79% |
$55.7K - $62K
|
11.1K
$1.91M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-459- 9.94% |
$58.5K - $65.1K
|
4.16K
$718K
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-460- 17.93% |
$58.6K - $65.3K
|
2.11K
$364K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-524- 17.7% |
$66.8K - $74.3K
|
2.44K
$421K
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-541- 4.3% |
$69K - $76.8K
|
12K
$2.08M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-590- 12.67% |
$75.2K - $83.7K
|
4.07K
$702K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-662Closed |
$84.4K - $93.9K
|
0
$0
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-797- 15.6% |
$102K - $113K
|
4.31K
$744K
|
|
Dec 09, 2024
Q1 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-802- 10.98% |
$102K - $114K
|
6.51K
$1.12M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-824- 1.91% |
$105K - $117K
|
42.3K
$7.31M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-845- 4.98% |
$108K - $120K
|
16.1K
$2.78M
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-871- 1.97% |
$111K - $124K
|
43.3K
$7.48M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-922- 6.81% |
$118K - $131K
|
12.6K
$2.18M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.06K- 44.89% |
$136K - $151K
|
1.31K
$225K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.19K- 99.58% |
$152K - $169K
|
5
$863
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.26K- 43.5% |
$160K - $178K
|
1.63K
$282K
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.51K- 38.33% |
$192K - $214K
|
2.43K
$419K
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.52K- 50.05% |
$194K - $216K
|
1.52K
$262K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.61K- 13.58% |
$206K - $229K
|
10.3K
$1.77M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.04K- 5.22% |
$260K - $289K
|
37K
$6.38M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.07K- 6.95% |
$264K - $294K
|
27.8K
$4.79M
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.2K- 12.9% |
$281K - $312K
|
14.9K
$2.57M
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.21K- 75.73% |
$281K - $313K
|
707
$122K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.38K- 20.32% |
$303K - $338K
|
9.34K
$1.61M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.22K- 6.76% |
$410K - $457K
|
44.4K
$7.67M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3.33K- 71.26% |
$425K - $473K
|
1.34K
$232K
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.26K- 8.75% |
$543K - $605K
|
44.5K
$7.68M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.39K- 68.89% |
$560K - $623K
|
1.98K
$342K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.44K- 22.29% |
$566K - $629K
|
15.5K
$2.67M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.68K- 25.68% |
$596K - $664K
|
13.5K
$2.34M
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5K- 50.0% |
$637K - $709K
|
5K
$863K
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.79K- 51.32% |
$866K - $964K
|
6.45K
$1.11M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.59K- 5.53% |
$1.1M - $1.22M
|
147K
$25.3M
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-8.95K- 14.25% |
$1.14M - $1.27M
|
53.8K
$9.3M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.81K- 11.78% |
$1.25M - $1.39M
|
73.4K
$12.7M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-10.5K- 79.0% |
$1.34M - $1.49M
|
2.8K
$483K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.3K- 34.92% |
$1.44M - $1.6M
|
21.1K
$3.64M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.9K- 51.15% |
$1.51M - $1.68M
|
11.3K
$1.96M
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-15.3K- 27.19% |
$1.95M - $2.17M
|
41K
$7.07M
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-15.4K- 47.21% |
$1.96M - $2.18M
|
17.2K
$2.97M
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-15.8K- 8.73% |
$2.02M - $2.25M
|
165K
$28.6M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.2K- 13.15% |
$2.45M - $2.73M
|
127K
$21.9M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21K- 19.04% |
$2.67M - $2.98M
|
89.2K
$15.4M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-21.2K- 90.92% |
$2.71M - $3.01M
|
2.12K
$366K
|