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 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.71K+ 21.8% |
$188K - $213K
|
9.53K
$1.64M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.48K+ 797.85% |
$163K - $186K
|
1.67K
$288K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.33K+ 11.51% |
$146K - $166K
|
12.9K
$2.22M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 3.36% |
$134K - $152K
|
37.5K
$6.48M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.22K+ 446.69% |
$134K - $152K
|
1.49K
$257K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.17K+ 14.32% |
$129K - $147K
|
9.36K
$1.62M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.17K+ 17.24% |
$129K - $147K
|
7.97K
$1.38M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.11K+ 3.92% |
$122K - $138K
|
29.4K
$5.07M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.06K+ 3.08% |
$117K - $133K
|
35.5K
$6.14M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
947New |
$104K - $118K
|
947
$163K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
825New |
$90.8K - $103K
|
825
$142K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
816+ 5.7% |
$89.8K - $102K
|
15.1K
$2.61M
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
810+ 4.81% |
$89.2K - $101K
|
17.6K
$3.05M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
709+ 17.15% |
$78K - $88.7K
|
4.84K
$836K
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
546+ 23.68% |
$60.1K - $68.3K
|
2.85K
$492K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
539+ 18.34% |
$59.3K - $67.4K
|
3.48K
$600K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
529+ 39.16% |
$58.2K - $66.2K
|
1.88K
$325K
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
469+ 18.6% |
$51.6K - $58.7K
|
2.99K
$516K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
452+ 1.96% |
$49.8K - $56.5K
|
23.5K
$4.06M
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
BUY
|
- |
409+ 3.25% |
$45K - $51.2K
|
13K
$2.24M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
404+ 1.41% |
$44.5K - $50.5K
|
29.2K
$5.03M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
389+ 2.79% |
$42.8K - $48.7K
|
14.3K
$2.48M
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
282+ 4.25% |
$31K - $35.3K
|
6.92K
$1.2M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
253+ 11.68% |
$27.9K - $31.6K
|
2.42K
$418K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
236New |
$26K - $29.5K
|
236
$40.7K
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
231+ 1.08% |
$25.4K - $28.9K
|
21.7K
$3.74M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
228+ 8.78% |
$25.1K - $28.5K
|
2.82K
$488K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
221New |
$24.3K - $27.6K
|
221
$38.2K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
195+ 1.21% |
$21.5K - $24.4K
|
16.3K
$2.82M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
194+ 9.15% |
$21.4K - $24.3K
|
2.31K
$400K
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
168+ 8.37% |
$18.5K - $21K
|
2.17K
$375K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
158+ 7.7% |
$17.4K - $19.8K
|
2.21K
$382K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
156New |
$17.2K - $19.5K
|
156
$26.9K
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
145+ 6.44% |
$16K - $18.1K
|
2.4K
$413K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
134+ 9.8% |
$14.8K - $16.8K
|
1.5K
$259K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
101+ 2.13% |
$11.1K - $12.6K
|
4.83K
$835K
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
100+ 12.99% |
$11K - $12.5K
|
870
$150K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
91+ 1.08% |
$10K - $11.4K
|
8.51K
$1.47M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
83+ 0.69% |
$9.14K - $10.4K
|
12.1K
$2.09M
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
80New |
$8.81K - $10K
|
80
$13.8K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
64+ 4.88% |
$7.05K - $8.01K
|
1.38K
$237K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 10.64% |
$4.73K - $5.38K
|
447
$77.2K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43+ 0.26% |
$4.73K - $5.38K
|
16.5K
$2.85M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 10.64% |
$4.73K - $5.38K
|
447
$77.2K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40+ 1.78% |
$4.4K - $5K
|
2.29K
$395K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
30New |
$3.3K - $3.75K
|
30
$5.18K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
29+ 70.73% |
$3.19K - $3.63K
|
70
$12.1K
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
26+ 65.0% |
$2.86K - $3.25K
|
66
$11.4K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
20+ 0.52% |
$2.2K - $2.5K
|
3.86K
$667K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.44% |
$991 - $1.13K
|
2.07K
$357K
|