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 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
6New |
$793 - $870
|
6
$1.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6+ 0.22% |
$793 - $870
|
2.74K
$472K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 0.13% |
$793 - $870
|
4.56K
$787K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5+ 0.1% |
$661 - $725
|
5.06K
$874K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
5+ 0.02% |
$661 - $725
|
20.7K
$3.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
4+ 0.12% |
$528 - $580
|
3.46K
$597K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.11% |
$528 - $580
|
3.69K
$637K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3+ 0.11% |
$396 - $435
|
2.81K
$486K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.15% |
$264 - $290
|
1.36K
$235K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$264 - $290
|
1.49K
$257K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.1% |
$264 - $290
|
2.07K
$358K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2New |
$264 - $290
|
2
$345
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2+ 0.06% |
$264 - $290
|
3.51K
$607K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1+ 10.0% |
$132 - $145
|
11
$1.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.26% |
$132 - $145
|
379
$65.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.04% |
$132 - $145
|
2.39K
$412K
|
|
|
Aug 07, 2024
Q2 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.05% |
$132 - $145
|
1.97K
$340K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.41% |
$132 - $145
|
243
$42K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1+ 0.06% |
$132 - $145
|
1.62K
$280K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1- 0.07% |
$132 - $145
|
1.47K
$254K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 0.38% |
$132 - $145
|
265
$45.8K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5- 0.38% |
$661 - $725
|
1.31K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-6- 0.57% |
$793 - $870
|
1.04K
$180K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.66% |
$1.32K - $1.45K
|
1.49K
$258K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12- 0.39% |
$1.59K - $1.74K
|
3.1K
$534K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-26- 16.77% |
$3.43K - $3.77K
|
129
$22.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27- 0.89% |
$3.57K - $3.91K
|
3.01K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-29- 22.48% |
$3.83K - $4.2K
|
100
$17.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-30- 0.28% |
$3.96K - $4.35K
|
10.7K
$1.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-35- 0.61% |
$4.62K - $5.07K
|
5.68K
$981K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-35- 7.2% |
$4.62K - $5.07K
|
451
$77.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.46% |
$4.76K - $5.22K
|
7.76K
$1.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-38- 3.09% |
$5.02K - $5.51K
|
1.19K
$205K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-41- 4.4% |
$5.42K - $5.94K
|
890
$154K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-43- 15.69% |
$5.68K - $6.23K
|
231
$39.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-45- 1.85% |
$5.94K - $6.52K
|
2.39K
$413K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
SELL
|
- |
-50- 3.34% |
$6.61K - $7.25K
|
1.45K
$249K
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-51- 0.34% |
$6.74K - $7.39K
|
14.8K
$2.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-53- 2.05% |
$7K - $7.68K
|
2.53K
$437K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-55- 2.93% |
$7.27K - $7.97K
|
1.82K
$315K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-56- 2.39% |
$7.4K - $8.12K
|
2.29K
$395K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-63- 3.94% |
$8.32K - $9.13K
|
1.54K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-65- 1.65% |
$8.59K - $9.42K
|
3.88K
$670K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-69- 13.24% |
$9.11K - $10K
|
452
$78K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-70- 79.55% |
$9.25K - $10.1K
|
18
$3.11K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-70- 3.81% |
$9.25K - $10.1K
|
1.77K
$305K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-93- 3.83% |
$12.3K - $13.5K
|
2.34K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-96- 4.32% |
$12.7K - $13.9K
|
2.12K
$367K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-99- 6.47% |
$13.1K - $14.3K
|
1.43K
$247K
|