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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8+ 0.29% |
$881 - $1K
|
2.73K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7New |
$771 - $876
|
7
$1.21K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7New |
$771 - $876
|
7
$1.21K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.11% |
$550 - $625
|
4.54K
$783K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
5New |
$550 - $625
|
5
$863
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.11% |
$440 - $500
|
3.54K
$611K
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.13% |
$330 - $375
|
2.38K
$410K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 3.92% |
$220 - $250
|
53
$9.15K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$220 - $250
|
2
$345
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2+ 0.03% |
$220 - $250
|
6.3K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.1% |
$220 - $250
|
2.06K
$356K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$110 - $125
|
1.92K
$331K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.23% |
$110 - $125
|
444
$76.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.31% |
$110 - $125
|
321
$55.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.11% |
$110 - $125
|
914
$158K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.13% |
$110 - $125
|
789
$136K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.53% |
$110 - $125
|
188
$32.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3- 0.23% |
$330 - $375
|
1.3K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5- 2.08% |
$550 - $625
|
235
$40.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-11- 2.0% |
$1.21K - $1.38K
|
540
$93.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-12- 0.22% |
$1.32K - $1.5K
|
5.48K
$947K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13- 0.2% |
$1.43K - $1.63K
|
6.65K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-14- 28.0% |
$1.54K - $1.75K
|
36
$6.22K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16- 0.88% |
$1.76K - $2K
|
1.81K
$312K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-17- 0.83% |
$1.87K - $2.13K
|
2.04K
$352K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17- 6.2% |
$1.87K - $2.13K
|
257
$44.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-21- 1.29% |
$2.31K - $2.63K
|
1.61K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 1.1% |
$2.64K - $3K
|
2.16K
$373K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-26- 1.01% |
$2.86K - $3.25K
|
2.55K
$440K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-27- 1.48% |
$2.97K - $3.38K
|
1.8K
$310K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-31- 1.3% |
$3.41K - $3.88K
|
2.35K
$405K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-38- 1.41% |
$4.18K - $4.75K
|
2.65K
$458K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-38- 1.61% |
$4.18K - $4.75K
|
2.32K
$401K
|
|
|
Oct 25, 2023
Q3 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-50- 2.25% |
$5.5K - $6.25K
|
2.17K
$374K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-52- 0.42% |
$5.72K - $6.5K
|
12.4K
$2.15M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-76- 0.71% |
$8.37K - $9.51K
|
10.6K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-80- 7.61% |
$8.81K - $10K
|
971
$168K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-100- 8.77% |
$11K - $12.5K
|
1.04K
$180K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-105- 0.54% |
$11.6K - $13.1K
|
19.3K
$3.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-105- 35.0% |
$11.6K - $13.1K
|
195
$33.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-106- 3.17% |
$11.7K - $13.3K
|
3.24K
$559K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-110- 1.47% |
$12.1K - $13.8K
|
7.36K
$1.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-117- 6.0% |
$12.9K - $14.6K
|
1.83K
$316K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-119- 0.26% |
$13.1K - $14.9K
|
45K
$7.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-135- 4.6% |
$14.9K - $16.9K
|
2.8K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-143- 1.29% |
$15.7K - $17.9K
|
11K
$1.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-146- 0.33% |
$16.1K - $18.3K
|
44.7K
$7.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-149- 7.35% |
$16.4K - $18.6K
|
1.88K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-151- 3.97% |
$16.6K - $18.9K
|
3.66K
$631K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-152- 3.96% |
$16.7K - $19K
|
3.68K
$636K
|