Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
479+ 25.63% |
$43.9K - $55.3K
|
2.35K
$405K
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
475+ 21.5% |
$43.5K - $54.9K
|
2.68K
$463K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
425+ 4.4% |
$39K - $49.1K
|
10.1K
$1.74M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
334+ 11.88% |
$30.6K - $38.6K
|
3.15K
$543K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
333+ 2.55% |
$30.5K - $38.5K
|
13.4K
$2.31M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
328New |
$30.1K - $37.9K
|
328
$56.6K
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
322+ 5.79% |
$29.5K - $37.2K
|
5.88K
$1.02M
|
|
Nov 04, 2022
Q3 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
276+ 0.6% |
$25.3K - $31.9K
|
46.7K
$8.06M
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200+ 500.0% |
$18.3K - $23.1K
|
240
$41.4K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
195+ 1.56% |
$17.9K - $22.5K
|
12.7K
$2.19M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
189+ 5.65% |
$17.3K - $21.8K
|
3.53K
$610K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
175+ 3.98% |
$16K - $20.2K
|
4.58K
$790K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
165+ 4.17% |
$15.1K - $19.1K
|
4.12K
$711K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
153+ 2.89% |
$14K - $17.7K
|
5.44K
$939K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
128New |
$11.7K - $14.8K
|
128
$22.1K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
111New |
$10.2K - $12.8K
|
111
$19.2K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
103+ 1.56% |
$9.44K - $11.9K
|
6.72K
$1.16M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100New |
$9.17K - $11.6K
|
100
$17.3K
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
100+ 66.67% |
$9.17K - $11.6K
|
250
$43.2K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
82+ 3.27% |
$7.52K - $9.47K
|
2.59K
$447K
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
52+ 0.51% |
$4.77K - $6.01K
|
10.3K
$1.79M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
52+ 76.47% |
$4.77K - $6.01K
|
120
$20.7K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
50+ 0.2% |
$4.58K - $5.78K
|
25.6K
$4.42M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
42+ 1.91% |
$3.85K - $4.85K
|
2.24K
$386K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
30New |
$2.75K - $3.47K
|
30
$5.18K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
30New |
$2.75K - $3.47K
|
30
$5.18K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
30New |
$2.75K - $3.47K
|
30
$5.18K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
29+ 11.37% |
$2.66K - $3.35K
|
284
$49K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27+ 0.84% |
$2.48K - $3.12K
|
3.22K
$557K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
26New |
$2.38K - $3K
|
26
$4.49K
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
25+ 10.42% |
$2.29K - $2.89K
|
265
$45.8K
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15New |
$1.38K - $1.73K
|
15
$2.59K
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
10+ 0.18% |
$917 - $1.16K
|
5.7K
$984K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8New |
$733 - $924
|
8
$1.38K
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
4+ 0.13% |
$367 - $462
|
3.01K
$519K
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
2+ 0.07% |
$183 - $231
|
3.02K
$522K
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.03% |
$91.7 - $116
|
3.76K
$650K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.23% |
$91.7 - $116
|
442
$76.3K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.18% |
$91.7 - $116
|
559
$96.5K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$91.7 - $116
|
1.84K
$317K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.13% |
$91.7 - $116
|
792
$137K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2- 0.76% |
$183 - $231
|
262
$45.2K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-13- 0.33% |
$1.19K - $1.5K
|
3.87K
$669K
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-23- 31.51% |
$2.11K - $2.66K
|
50
$8.63K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-38- 0.91% |
$3.48K - $4.39K
|
4.16K
$718K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-41- 0.29% |
$3.76K - $4.74K
|
14.2K
$2.45M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-47- 1.4% |
$4.31K - $5.43K
|
3.3K
$570K
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 2.51% |
$4.58K - $5.78K
|
1.94K
$335K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-54- 8.65% |
$4.95K - $6.24K
|
570
$98.4K
|