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 |
---|---|---|---|---|---|---|---|
Dec 09, 2024
Q3 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
55+ 0.93% |
$7.65K - $8.65K
|
5.94K
$1.03M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
54New |
$7.51K - $8.5K
|
54
$9.32K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
51+ 1.29% |
$7.09K - $8.02K
|
4K
$690K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
51+ 0.53% |
$7.09K - $8.02K
|
9.61K
$1.66M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
50New |
$6.95K - $7.87K
|
50
$8.63K
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
50+ 2.3% |
$6.95K - $7.87K
|
2.22K
$383K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
41+ 683.33% |
$5.7K - $6.45K
|
47
$8.11K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
41+ 2.87% |
$5.7K - $6.45K
|
1.47K
$254K
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
29+ 1.29% |
$4.03K - $4.56K
|
2.27K
$392K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
27+ 1.67% |
$3.75K - $4.25K
|
1.64K
$283K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
25+ 0.25% |
$3.48K - $3.93K
|
10.2K
$1.75M
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
18+ 0.79% |
$2.5K - $2.83K
|
2.31K
$398K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
16New |
$2.22K - $2.52K
|
16
$2.76K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 1.57% |
$1.95K - $2.2K
|
904
$156K
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
11+ 8.53% |
$1.53K - $1.73K
|
140
$24.2K
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10+ 0.21% |
$1.39K - $1.57K
|
4.68K
$808K
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
9+ 0.17% |
$1.25K - $1.42K
|
5.26K
$907K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8+ 0.2% |
$1.11K - $1.26K
|
4.08K
$704K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7+ 0.27% |
$973 - $1.1K
|
2.58K
$445K
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 0.13% |
$834 - $944
|
4.57K
$788K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
5New |
$695 - $787
|
5
$863
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3+ 0.11% |
$417 - $472
|
2.82K
$486K
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.13% |
$417 - $472
|
2.39K
$412K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.14% |
$417 - $472
|
2.08K
$358K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2New |
$278 - $315
|
2
$345
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2+ 0.11% |
$278 - $315
|
1.8K
$310K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2New |
$278 - $315
|
2
$345
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2+ 0.05% |
$278 - $315
|
4.4K
$760K
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
1+ 0.07% |
$139 - $157
|
1.43K
$247K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$139 - $157
|
1.49K
$257K
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.38% |
$139 - $157
|
265
$45.8K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.31% |
$139 - $157
|
323
$55.8K
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.5% |
$139 - $157
|
201
$34.7K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.06% |
$139 - $157
|
1.79K
$309K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.23% |
$139 - $157
|
437
$75.4K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 0.07% |
$139 - $157
|
1.5K
$259K
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.27% |
$556 - $629
|
1.49K
$257K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6- 0.41% |
$834 - $944
|
1.47K
$253K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8- 0.27% |
$1.11K - $1.26K
|
2.92K
$504K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8- 0.36% |
$1.11K - $1.26K
|
2.2K
$380K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9- 0.49% |
$1.25K - $1.42K
|
1.81K
$313K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10- 0.41% |
$1.39K - $1.57K
|
2.45K
$423K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-10- 0.87% |
$1.39K - $1.57K
|
1.15K
$198K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11- 57.89% |
$1.53K - $1.73K
|
8
$1.38K
|
|
Oct 21, 2024
Q3 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-15- 0.26% |
$2.09K - $2.36K
|
5.76K
$994K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-17- 3.06% |
$2.36K - $2.67K
|
539
$93.1K
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-18- 1.17% |
$2.5K - $2.83K
|
1.52K
$262K
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-19- 1.25% |
$2.64K - $2.99K
|
1.5K
$258K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20- 0.14% |
$2.78K - $3.15K
|
14.4K
$2.49M
|