Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
700New |
$84.3K - $95.5K
|
700
$112K
|
|
Aug 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
675+ 12.55% |
$81.3K - $92.1K
|
6.06K
$965K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
627+ 111.57% |
$75.5K - $85.5K
|
1.19K
$189K
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
475+ 3.5% |
$57.2K - $64.8K
|
14K
$2.24M
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
424+ 424.0% |
$51K - $57.9K
|
524
$83.5K
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
422+ 5.37% |
$50.8K - $57.6K
|
8.28K
$1.32M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
421+ 0.16% |
$50.7K - $57.4K
|
256K
$40.8M
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
393+ 10.97% |
$47.3K - $53.6K
|
3.97K
$633K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
300+ 20.91% |
$36.1K - $40.9K
|
1.74K
$276K
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
241+ 11.88% |
$29K - $32.9K
|
2.27K
$361K
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
237+ 6.68% |
$28.5K - $32.3K
|
3.79K
$603K
|
|
Jul 30, 2021
Q2 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
180+ 54.55% |
$21.7K - $24.6K
|
510
$81.2K
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
148+ 8.11% |
$17.8K - $20.2K
|
1.97K
$314K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
120+ 6.43% |
$14.4K - $16.4K
|
1.99K
$316K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
112+ 81.75% |
$13.5K - $15.3K
|
249
$39.7K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
110+ 2.95% |
$13.2K - $15K
|
3.84K
$611K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
89New |
$10.7K - $12.1K
|
89
$14.2K
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
85+ 0.86% |
$10.2K - $11.6K
|
10K
$1.59M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72+ 2.36% |
$8.67K - $9.82K
|
3.12K
$497K
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
70+ 3.75% |
$8.43K - $9.55K
|
1.94K
$309K
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
70New |
$8.43K - $9.55K
|
70
$11.2K
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
64+ 3.76% |
$7.7K - $8.73K
|
1.76K
$281K
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
62New |
$7.46K - $8.46K
|
62
$9.88K
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
52+ 0.75% |
$6.26K - $7.09K
|
6.96K
$1.11M
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43+ 0.74% |
$5.18K - $5.87K
|
5.86K
$933K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
41+ 1.42% |
$4.94K - $5.59K
|
2.93K
$466K
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
40+ 10.0% |
$4.82K - $5.46K
|
440
$70.1K
|
|
Aug 02, 2021
Q2 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5+ 0.07% |
$602 - $682
|
7.3K
$1.16M
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3+ 0.03% |
$361 - $409
|
10.8K
$1.72M
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
BUY
|
- |
2+ 0.12% |
$241 - $273
|
1.63K
$259K
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
2+ 0.12% |
$241 - $273
|
1.74K
$277K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2+ 0.01% |
$241 - $273
|
14.6K
$2.33M
|
|
Jul 29, 2021
Q2 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2+ 0.09% |
$241 - $273
|
2.25K
$358K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$120 - $136
|
11K
$1.75M
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.05% |
$120 - $136
|
2K
$319K
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.06% |
$120 - $136
|
1.79K
$285K
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
BUY
|
- |
1+ 0.02% |
$120 - $136
|
4.33K
$689K
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.32% |
$120 - $136
|
318
$50.7K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.06% |
$120 - $136
|
1.68K
$267K
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4Closed |
$482 - $546
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-7Closed |
$843 - $955
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-14Closed |
$1.69K - $1.91K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16- 0.06% |
$1.93K - $2.18K
|
25.5K
$4.06M
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-19- 1.05% |
$2.29K - $2.59K
|
1.79K
$285K
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-20Closed |
$2.41K - $2.73K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-22- 1.33% |
$2.65K - $3K
|
1.64K
$261K
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
SELL
|
- |
-25- 2.72% |
$3.01K - $3.41K
|
893
$142K
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-28- 5.14% |
$3.37K - $3.82K
|
517
$82.4K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-35- 1.5% |
$4.21K - $4.78K
|
2.31K
$367K
|