Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.88KNew |
$248K - $273K
|
1.88K
$325K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.83K+ 7.22% |
$241K - $265K
|
27.1K
$4.69M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$237K - $260K
|
1.8K
$310K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.79K+ 207.91% |
$236K - $259K
|
2.65K
$457K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.78K+ 7.53% |
$235K - $258K
|
25.5K
$4.39M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.72KNew |
$227K - $249K
|
1.72K
$296K
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.67KNew |
$220K - $242K
|
1.67K
$288K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.59KNew |
$210K - $230K
|
1.59K
$275K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.57KNew |
$208K - $228K
|
1.57K
$271K
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.53KNew |
$203K - $222K
|
1.53K
$265K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.52K+ 5.46% |
$201K - $221K
|
29.4K
$5.08M
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.47KNew |
$195K - $213K
|
1.47K
$254K
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.45KNew |
$192K - $210K
|
1.45K
$250K
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.44KNew |
$190K - $208K
|
1.44K
$248K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.43KNew |
$189K - $207K
|
1.43K
$247K
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.43KNew |
$189K - $207K
|
1.43K
$247K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1.33K+ 30.75% |
$176K - $193K
|
5.66K
$976K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.29K+ 86.49% |
$171K - $187K
|
2.79K
$481K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.22K+ 1.01% |
$161K - $177K
|
122K
$21M
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
BUY
|
- |
1.21K+ 10.03% |
$160K - $175K
|
13.3K
$2.29M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 6.98% |
$150K - $165K
|
17.4K
$3.01M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.05K+ 2.45% |
$139K - $152K
|
44K
$7.6M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.04K+ 9.04% |
$137K - $150K
|
12.5K
$2.16M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
986+ 9.6% |
$130K - $143K
|
11.3K
$1.94M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
904New |
$119K - $131K
|
904
$156K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
872+ 4.45% |
$115K - $126K
|
20.5K
$3.54M
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
860+ 4300.0% |
$114K - $125K
|
880
$152K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
844New |
$111K - $122K
|
844
$146K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
830New |
$110K - $120K
|
830
$143K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
829+ 534.84% |
$110K - $120K
|
984
$170K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
721+ 5.32% |
$95.2K - $104K
|
14.3K
$2.46M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
574+ 35.06% |
$75.8K - $83.2K
|
2.21K
$382K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
556New |
$73.4K - $80.6K
|
556
$96K
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
536+ 12.12% |
$70.8K - $77.7K
|
4.96K
$856K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
528+ 6.74% |
$69.7K - $76.5K
|
8.36K
$1.44M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
510+ 3.59% |
$67.4K - $73.9K
|
14.7K
$2.54M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
491+ 0.67% |
$64.9K - $71.2K
|
73.3K
$12.7M
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
444+ 17.73% |
$58.7K - $64.3K
|
2.95K
$509K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
436New |
$57.6K - $63.2K
|
436
$75.3K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
431+ 182.63% |
$56.9K - $62.5K
|
667
$115K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
414+ 43.62% |
$54.7K - $60K
|
1.36K
$235K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
378+ 28.94% |
$49.9K - $54.8K
|
1.68K
$291K
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
366+ 13.47% |
$48.3K - $53K
|
3.08K
$532K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
358+ 4.54% |
$47.3K - $51.9K
|
8.25K
$1.42M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
356+ 6.8% |
$47K - $51.6K
|
5.59K
$965K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
351+ 24.11% |
$46.4K - $50.9K
|
1.81K
$312K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
350New |
$46.2K - $50.7K
|
350
$60.4K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
307+ 39.56% |
$40.6K - $44.5K
|
1.08K
$187K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
300New |
$39.6K - $43.5K
|
300
$51.8K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
290+ 3.74% |
$38.3K - $42K
|
8.04K
$1.39M
|