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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-100- 0.26% |
$13.2K - $14.5K
|
38.6K
$6.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-101- 2.5% |
$13.3K - $14.6K
|
3.94K
$681K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-101- 0.53% |
$13.3K - $14.6K
|
18.9K
$3.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-106- 2.74% |
$14K - $15.4K
|
3.76K
$649K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-129- 4.3% |
$17K - $18.7K
|
2.87K
$496K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-136- 5.81% |
$18K - $19.7K
|
2.2K
$380K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-150- 6.47% |
$19.8K - $21.7K
|
2.17K
$375K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-194- 9.88% |
$25.6K - $28.1K
|
1.77K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-204- 36.23% |
$26.9K - $29.6K
|
359
$62K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-225- 77.85% |
$29.7K - $32.6K
|
64
$11K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-227- 11.3% |
$30K - $32.9K
|
1.78K
$308K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-246- 5.7% |
$32.5K - $35.7K
|
4.07K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-250- 0.66% |
$33K - $36.2K
|
37.8K
$6.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-258- 32.05% |
$34.1K - $37.4K
|
547
$94.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-284- 21.13% |
$37.5K - $41.2K
|
1.06K
$183K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-309- 82.84% |
$40.8K - $44.8K
|
64
$11K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-332- 12.19% |
$43.9K - $48.1K
|
2.39K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-369- 13.14% |
$48.7K - $53.5K
|
2.44K
$421K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-409- 21.26% |
$54K - $59.3K
|
1.52K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-424- 4.63% |
$56K - $61.4K
|
8.74K
$1.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-438- 21.33% |
$57.9K - $63.5K
|
1.62K
$279K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-449- 2.97% |
$59.3K - $65.1K
|
14.7K
$2.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-467- 7.25% |
$61.7K - $67.7K
|
5.98K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-480- 67.89% |
$63.4K - $69.6K
|
227
$39.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-500- 25.33% |
$66.1K - $72.5K
|
1.47K
$254K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-542- 1.77% |
$71.6K - $78.5K
|
30.1K
$5.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-581- 14.28% |
$76.8K - $84.2K
|
3.49K
$602K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-614- 2.47% |
$81.1K - $89K
|
24.3K
$4.19M
|
|
|
Dec 09, 2024
Q2 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-621- 9.55% |
$82K - $90K
|
5.88K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-630- 3.91% |
$83.2K - $91.3K
|
15.5K
$2.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-706- 9.63% |
$93.3K - $102K
|
6.63K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-818- 22.67% |
$108K - $119K
|
2.79K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-829- 6.72% |
$110K - $120K
|
11.5K
$1.99M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-901- 28.91% |
$119K - $131K
|
2.22K
$383K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-945- 99.79% |
$125K - $137K
|
2
$345
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 6.67% |
$136K - $150K
|
14.4K
$2.49M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 7.09% |
$159K - $174K
|
15.7K
$2.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.3K- 46.43% |
$172K - $188K
|
1.5K
$259K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.68K- 2.3% |
$222K - $244K
|
71.3K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.23K- 5.26% |
$294K - $323K
|
40.1K
$6.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.9K- 5.71% |
$383K - $421K
|
47.9K
$8.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.1K- 70.13% |
$409K - $449K
|
1.32K
$228K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.39K- 12.22% |
$448K - $492K
|
24.4K
$4.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.52K- 35.83% |
$597K - $655K
|
8.1K
$1.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.66K- 22.08% |
$615K - $675K
|
16.4K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.41K- 42.99% |
$715K - $784K
|
7.18K
$1.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.65K- 8.1% |
$746K - $819K
|
64.1K
$11.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-8.13K- 4.91% |
$1.07M - $1.18M
|
157K
$27.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.35K- 52.89% |
$1.1M - $1.21M
|
7.43K
$1.28M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.72K- 9.95% |
$1.15M - $1.26M
|
78.9K
$13.6M
|