Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
100K+ 13.49% |
$11M - $12.5M
|
844K
$146M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
98.7KNew |
$10.9M - $12.3M
|
98.7K
$17M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.7K+ 46.93% |
$5.69M - $6.47M
|
162K
$28M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
50.9KNew |
$5.6M - $6.36M
|
50.9K
$8.78M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.2K+ 6.94% |
$4.32M - $4.91M
|
605K
$104M
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
36.6KNew |
$4.02M - $4.57M
|
36.6K
$6.31M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
35.7KNew |
$3.93M - $4.47M
|
35.7K
$6.16M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.5K+ 140.8% |
$2.92M - $3.31M
|
45.3K
$7.82M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.9K+ 24.43% |
$2.53M - $2.87M
|
117K
$20.2M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.2K+ 40.92% |
$2.12M - $2.41M
|
66.2K
$11.4M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.6KNew |
$1.72M - $1.95M
|
15.6K
$2.69M
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
13.6KNew |
$1.5M - $1.7M
|
13.6K
$2.35M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13K+ 154.87% |
$1.43M - $1.62M
|
21.4K
$3.69M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
12.4K+ 48.56% |
$1.37M - $1.56M
|
38K
$6.57M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.5K+ 487.81% |
$1.26M - $1.44M
|
13.8K
$2.39M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5K+ 16.63% |
$1.16M - $1.32M
|
73.9K
$12.8M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.84K+ 90.86% |
$973K - $1.11M
|
18.6K
$3.21M
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.75K+ 22.06% |
$963K - $1.09M
|
48.4K
$8.36M
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.35KNew |
$809K - $920K
|
7.35K
$1.27M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.52KNew |
$718K - $816K
|
6.52K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.06K+ 152.35% |
$667K - $758K
|
10K
$1.73M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
5.98K+ 3.6% |
$658K - $748K
|
172K
$29.7M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.29K+ 38.22% |
$582K - $661K
|
19.1K
$3.3M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.24KNew |
$577K - $656K
|
5.24K
$905K
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.98KNew |
$548K - $623K
|
4.98K
$860K
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
4.93K+ 22.21% |
$543K - $617K
|
27.1K
$4.69M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.27K+ 155.74% |
$470K - $534K
|
7.02K
$1.21M
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
4.25KNew |
$468K - $531K
|
4.25K
$733K
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.03KNew |
$443K - $504K
|
4.03K
$695K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.01K+ 6.42% |
$442K - $502K
|
66.6K
$11.5M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.92KNew |
$431K - $490K
|
3.92K
$677K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.79KNew |
$417K - $474K
|
3.79K
$655K
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
3.53K+ 1.9% |
$389K - $442K
|
189K
$32.6M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.29K+ 31.12% |
$362K - $411K
|
13.8K
$2.39M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.06K+ 152.77% |
$337K - $383K
|
5.07K
$875K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3KNew |
$330K - $375K
|
3K
$518K
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.98K+ 9.6% |
$328K - $373K
|
34K
$5.87M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.9K+ 20.98% |
$319K - $363K
|
16.7K
$2.89M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.73KNew |
$300K - $341K
|
2.73K
$471K
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.5K+ 33.33% |
$275K - $313K
|
10K
$1.73M
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.5K+ 33.33% |
$275K - $313K
|
10K
$1.73M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.45KNew |
$270K - $307K
|
2.45K
$424K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.22KNew |
$244K - $278K
|
2.22K
$383K
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.22KNew |
$244K - $277K
|
2.22K
$383K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.11K+ 6.7% |
$232K - $263K
|
33.6K
$5.79M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.09KNew |
$230K - $261K
|
2.09K
$361K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.96KNew |
$216K - $245K
|
1.96K
$338K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.95KNew |
$214K - $244K
|
1.95K
$336K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.93KNew |
$213K - $242K
|
1.93K
$334K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.9K+ 53.49% |
$209K - $238K
|
5.46K
$942K
|