Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
496KNew |
$54.4M - $67.7M
|
496K
$85.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
186K+ 252.18% |
$20.4M - $25.4M
|
260K
$44.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 18.41% |
$17M - $21.2M
|
999K
$172M
|
|
|
Feb 14, 2024
Q4 2023
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
BUY
|
- |
130KNew |
$14.2M - $17.7M
|
130K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
110K+ 17.04% |
$12.1M - $15M
|
756K
$130M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.5K+ 12.48% |
$8.27M - $10.3M
|
680K
$117M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63.5K+ 89.24% |
$6.96M - $8.66M
|
135K
$23.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58.3K+ 876.69% |
$6.38M - $7.94M
|
64.9K
$11.2M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
53.5KNew |
$5.86M - $7.29M
|
53.5K
$9.24M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
48.7KNew |
$5.34M - $6.64M
|
48.7K
$8.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
47.9K+ 119.79% |
$5.25M - $6.52M
|
87.8K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40.2K+ 170.93% |
$4.41M - $5.49M
|
63.8K
$11M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.3K+ 86.8% |
$4.31M - $5.36M
|
84.6K
$14.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
38.7KNew |
$4.24M - $5.27M
|
38.7K
$6.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.3K+ 54.54% |
$3.98M - $4.95M
|
103K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.4K+ 66.71% |
$3.77M - $4.68M
|
85.9K
$14.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
30.1K+ 708.99% |
$3.3M - $4.11M
|
34.4K
$5.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.5K+ 25.24% |
$3.23M - $4.02M
|
146K
$25.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27.3K+ 5759.07% |
$2.99M - $3.72M
|
27.8K
$4.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
26.8KNew |
$2.94M - $3.65M
|
26.8K
$4.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
23.4KNew |
$2.56M - $3.18M
|
23.4K
$4.03M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.9K+ 52.15% |
$2.4M - $2.98M
|
63.8K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.1K+ 187.84% |
$2.32M - $2.88M
|
32.4K
$5.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20.9K+ 43.26% |
$2.29M - $2.85M
|
69.3K
$12M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
17.1K+ 110.79% |
$1.88M - $2.33M
|
32.6K
$5.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
17KNew |
$1.86M - $2.32M
|
17K
$2.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.1K+ 307.28% |
$1.77M - $2.2M
|
21.4K
$3.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.9KNew |
$1.74M - $2.17M
|
15.9K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.5K+ 32.99% |
$1.69M - $2.11M
|
62.3K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
13.8KNew |
$1.51M - $1.88M
|
13.8K
$2.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.5K+ 559.06% |
$1.26M - $1.57M
|
13.5K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.3KNew |
$1.24M - $1.54M
|
11.3K
$1.95M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10.7KNew |
$1.17M - $1.46M
|
10.7K
$1.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.5KNew |
$1.15M - $1.43M
|
10.5K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3K+ 27.52% |
$1.13M - $1.41M
|
47.8K
$8.26M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.3K+ 35.28% |
$1.13M - $1.4M
|
39.4K
$6.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.85K+ 138.42% |
$1.08M - $1.34M
|
17K
$2.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.15K+ 12.34% |
$1M - $1.25M
|
83.3K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.41K+ 363.61% |
$922K - $1.15M
|
10.7K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.21K+ 253.63% |
$900K - $1.12M
|
11.4K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
7.99KNew |
$876K - $1.09M
|
7.99K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.92KNew |
$867K - $1.08M
|
7.92K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.64KNew |
$837K - $1.04M
|
7.64K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.52KNew |
$824K - $1.03M
|
7.52K
$1.3M
|
|
|
Dec 03, 2024
Q4 2023
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
7.31KNew |
$801K - $996K
|
7.31K
$1.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
7.17K+ 270.37% |
$786K - $978K
|
9.83K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.41K+ 68.5% |
$703K - $874K
|
15.8K
$2.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.4K+ 234.63% |
$702K - $873K
|
9.13K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.21KNew |
$681K - $847K
|
6.21K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6.1KNew |
$669K - $832K
|
6.1K
$1.05M
|