Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
10+ 0.5% |
$1.58K - $1.81K
|
2.02K
$408K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 1.75% |
$1.26K - $1.45K
|
464
$93.8K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.3% |
$1.26K - $1.45K
|
2.64K
$533K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7+ 0.23% |
$1.1K - $1.27K
|
3.05K
$615K
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
6New |
$946 - $1.08K
|
6
$1.21K
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
6+ 0.1% |
$946 - $1.08K
|
5.77K
$1.17M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
5+ 10.64% |
$789 - $904
|
52
$10.5K
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.11% |
$789 - $904
|
4.59K
$927K
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2+ 0.07% |
$315 - $362
|
2.83K
$571K
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2+ 0.1% |
$315 - $362
|
2.1K
$424K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.1% |
$315 - $362
|
2.09K
$421K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$158 - $181
|
1.82K
$368K
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1+ 0.07% |
$158 - $181
|
1.48K
$299K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.5% |
$158 - $181
|
202
$40.8K
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.38% |
$158 - $181
|
267
$54K
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$158 - $181
|
306
$61.8K
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.03% |
$158 - $181
|
3.81K
$769K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.07% |
$158 - $181
|
1.49K
$301K
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-6- 0.42% |
$946 - $1.08K
|
1.42K
$287K
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-9- 0.09% |
$1.42K - $1.63K
|
9.84K
$1.99M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9- 0.08% |
$1.42K - $1.63K
|
11.2K
$2.26M
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-11- 47.83% |
$1.73K - $1.99K
|
12
$2.42K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-14- 3.41% |
$2.21K - $2.53K
|
396
$80K
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-23- 0.69% |
$3.63K - $4.16K
|
3.33K
$673K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-27- 0.99% |
$4.26K - $4.88K
|
2.69K
$544K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-29- 1.47% |
$4.57K - $5.24K
|
1.94K
$393K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-39- 45.88% |
$6.15K - $7.05K
|
46
$9.3K
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-41- 4.04% |
$6.47K - $7.41K
|
975
$197K
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-44- 1.83% |
$6.94K - $7.95K
|
2.37K
$478K
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-59- 3.26% |
$9.3K - $10.7K
|
1.75K
$354K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-61- 55.45% |
$9.62K - $11K
|
49
$9.9K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-67- 4.46% |
$10.6K - $12.1K
|
1.44K
$290K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-68- 4.59% |
$10.7K - $12.3K
|
1.41K
$286K
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-71- 5.11% |
$11.2K - $12.8K
|
1.32K
$267K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-74- 0.47% |
$11.7K - $13.4K
|
15.8K
$3.19M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-75- 0.43% |
$11.8K - $13.6K
|
17.4K
$3.51M
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-81- 1.3% |
$12.8K - $14.6K
|
6.14K
$1.24M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-83- 1.58% |
$13.1K - $15K
|
5.18K
$1.05M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-87- 11.33% |
$13.7K - $15.7K
|
681
$138K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-97- 6.5% |
$15.3K - $17.5K
|
1.4K
$282K
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-100- 33.33% |
$15.8K - $18.1K
|
200
$40.4K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-100- 3.31% |
$15.8K - $18.1K
|
2.92K
$590K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 40.16% |
$15.8K - $18.1K
|
149
$30.1K
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-106- 3.26% |
$16.7K - $19.2K
|
3.15K
$636K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-106- 22.75% |
$16.7K - $19.2K
|
360
$72.7K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-108- 2.96% |
$17K - $19.5K
|
3.55K
$717K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-126- 50.0% |
$19.9K - $22.8K
|
126
$25.5K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-126- 7.67% |
$19.9K - $22.8K
|
1.52K
$307K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-134- 1.32% |
$21.1K - $24.2K
|
10K
$2.03M
|