Purchases and Sales Made in Q3 2024 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 2024. 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, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.35K+ 124.56% |
$188K - $212K
|
2.43K
$427K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.34KNew |
$186K - $211K
|
1.34K
$235K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.28KNew |
$177K - $201K
|
1.28K
$224K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.24K+ 9.93% |
$173K - $195K
|
13.7K
$2.41M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.17K+ 1.08% |
$162K - $184K
|
110K
$19.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.1K+ 1.4% |
$153K - $173K
|
79.8K
$14M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.08K+ 9.35% |
$150K - $169K
|
12.6K
$2.21M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
980+ 7.06% |
$136K - $154K
|
14.9K
$2.61M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
916New |
$127K - $144K
|
916
$161K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
789+ 4.52% |
$110K - $124K
|
18.2K
$3.2M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
784+ 10.18% |
$109K - $123K
|
8.49K
$1.49M
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
694+ 30.93% |
$96.5K - $109K
|
2.94K
$516K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
675+ 4.36% |
$93.8K - $106K
|
16.2K
$2.84M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
608+ 24.11% |
$84.5K - $95.7K
|
3.13K
$549K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
545+ 60.29% |
$75.8K - $85.8K
|
1.45K
$254K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
529+ 31.41% |
$73.5K - $83.2K
|
2.21K
$388K
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
514+ 16.8% |
$71.5K - $80.9K
|
3.57K
$627K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
509+ 24.17% |
$70.8K - $80.1K
|
2.62K
$459K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
489+ 17.03% |
$68K - $76.9K
|
3.36K
$590K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
475New |
$66K - $74.7K
|
475
$83.3K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
456+ 20.7% |
$63.4K - $71.7K
|
2.66K
$467K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
446New |
$62K - $70.2K
|
446
$78.3K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
402+ 4.26% |
$55.9K - $63.3K
|
9.84K
$1.73M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
310+ 103.33% |
$43.1K - $48.8K
|
610
$107K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
302+ 11.4% |
$42K - $47.5K
|
2.95K
$518K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
300+ 4.43% |
$41.7K - $47.2K
|
7.07K
$1.24M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
295+ 21.64% |
$41K - $46.4K
|
1.66K
$291K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
294New |
$40.9K - $46.3K
|
294
$51.6K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
282+ 5640.0% |
$39.2K - $44.4K
|
287
$50.4K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
271+ 10.88% |
$37.7K - $42.6K
|
2.76K
$484K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
241+ 2.92% |
$33.5K - $37.9K
|
8.49K
$1.49M
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
240+ 13.79% |
$33.4K - $37.8K
|
1.98K
$347K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
237+ 6.64% |
$33K - $37.3K
|
3.81K
$668K
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
225+ 7.3% |
$31.3K - $35.4K
|
3.31K
$581K
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
221+ 15.45% |
$30.7K - $34.8K
|
1.65K
$290K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
215+ 6.12% |
$29.9K - $33.8K
|
3.73K
$654K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
214+ 15.69% |
$29.8K - $33.7K
|
1.58K
$277K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
205+ 2.45% |
$28.5K - $32.3K
|
8.56K
$1.5M
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
205+ 0.57% |
$28.5K - $32.3K
|
36.4K
$6.38M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
190New |
$26.4K - $29.9K
|
190
$33.3K
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
182+ 3.67% |
$25.3K - $28.6K
|
5.14K
$902K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
179+ 10.73% |
$24.9K - $28.2K
|
1.85K
$324K
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
157+ 0.76% |
$21.8K - $24.7K
|
20.8K
$3.66M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
123+ 5.38% |
$17.1K - $19.4K
|
2.41K
$423K
|
|
Nov 04, 2024
Q3 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
87+ 1.27% |
$12.1K - $13.7K
|
6.96K
$1.22M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
80+ 0.44% |
$11.1K - $12.6K
|
18.4K
$3.22M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
77+ 1.38% |
$10.7K - $12.1K
|
5.67K
$994K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
76New |
$10.6K - $12K
|
76
$13.3K
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
69New |
$9.59K - $10.9K
|
69
$12.1K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56+ 0.19% |
$7.79K - $8.81K
|
30.1K
$5.29M
|