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 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-200- 5.23% |
$22K - $25K
|
3.63K
$626K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-200- 9.09% |
$22K - $25K
|
2K
$345K
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-207- 3.77% |
$22.8K - $25.9K
|
5.29K
$912K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-210- 28.3% |
$23.1K - $26.3K
|
532
$91.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-229- 5.91% |
$25.2K - $28.6K
|
3.65K
$630K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-233- 9.44% |
$25.6K - $29.1K
|
2.23K
$386K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-248- 1.62% |
$27.3K - $31K
|
15.1K
$2.6M
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-254- 6.7% |
$28K - $31.8K
|
3.54K
$611K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-286- 6.23% |
$31.5K - $35.8K
|
4.3K
$743K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-415- 0.64% |
$45.7K - $51.9K
|
64.4K
$11.1M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-500- 5.24% |
$55K - $62.5K
|
9.05K
$1.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-522- 14.44% |
$57.5K - $65.3K
|
3.09K
$534K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-530- 0.33% |
$58.3K - $66.3K
|
162K
$28M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-554- 7.22% |
$61K - $69.3K
|
7.11K
$1.23M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-614- 7.22% |
$67.6K - $76.8K
|
7.89K
$1.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-616- 18.21% |
$67.8K - $77.1K
|
2.77K
$478K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-782- 4.08% |
$86.1K - $97.8K
|
18.4K
$3.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-927- 8.22% |
$102K - $116K
|
10.3K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-928- 11.01% |
$102K - $116K
|
7.5K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1K- 21.85% |
$110K - $125K
|
3.58K
$618K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.35K- 78.38% |
$148K - $169K
|
372
$64.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.43K- 28.17% |
$157K - $179K
|
3.64K
$628K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.58K- 24.99% |
$174K - $198K
|
4.75K
$820K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.69K- 4.23% |
$185K - $211K
|
38.1K
$6.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.79K- 3.36% |
$197K - $224K
|
51.5K
$8.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.92K- 11.06% |
$211K - $240K
|
15.4K
$2.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.23K- 2.92% |
$246K - $279K
|
74.1K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.25K- 37.96% |
$248K - $281K
|
3.68K
$635K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.3K- 16.95% |
$253K - $287K
|
11.3K
$1.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.45K- 6.19% |
$270K - $307K
|
37.2K
$6.42M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.58K- 48.67% |
$284K - $323K
|
2.73K
$470K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.37K- 15.09% |
$481K - $546K
|
24.6K
$4.24M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.67K- 65.56% |
$514K - $584K
|
2.45K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.45K- 10.43% |
$600K - $682K
|
46.8K
$8.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-6.36K- 46.36% |
$700K - $795K
|
7.35K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.39K- 21.35% |
$704K - $799K
|
23.5K
$4.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.86K- 4.12% |
$755K - $858K
|
160K
$27.6M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.38K- 25.63% |
$812K - $923K
|
21.4K
$3.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.61K- 80.74% |
$948K - $1.08M
|
2.05K
$355K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-9.87K- 19.82% |
$1.09M - $1.24M
|
40K
$6.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-66.3K- 48.2% |
$7.29M - $8.29M
|
71.2K
$12.3M
|