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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.05K+ 166.41% |
$664K - $825K
|
9.69K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
5.35KNew |
$586K - $729K
|
5.35K
$924K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.28K+ 255.64% |
$579K - $720K
|
7.35K
$1.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
5.11KNew |
$560K - $697K
|
5.11K
$882K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.05K+ 13.24% |
$553K - $688K
|
43.2K
$7.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.02KNew |
$550K - $684K
|
5.02K
$867K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.68KNew |
$512K - $637K
|
4.68K
$807K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.46K+ 11.99% |
$489K - $608K
|
41.6K
$7.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.2KNew |
$460K - $573K
|
4.2K
$725K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.18KNew |
$459K - $570K
|
4.18K
$722K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.15K+ 187.03% |
$455K - $566K
|
6.38K
$1.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.11K+ 10.79% |
$450K - $560K
|
42.2K
$7.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.07KNew |
$446K - $554K
|
4.07K
$702K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4K+ 200.0% |
$438K - $545K
|
6K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3.95K+ 11.6% |
$432K - $538K
|
38K
$6.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
3.81KNew |
$418K - $520K
|
3.81K
$658K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.66KNew |
$401K - $499K
|
3.66K
$632K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.51KNew |
$385K - $478K
|
3.51K
$606K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.48K+ 43.66% |
$381K - $474K
|
11.4K
$1.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.96K+ 17.69% |
$324K - $403K
|
19.7K
$3.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.96KNew |
$324K - $403K
|
2.96K
$510K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.95K+ 151.57% |
$323K - $402K
|
4.9K
$846K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.89KNew |
$317K - $394K
|
2.89K
$499K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.83KNew |
$310K - $386K
|
2.83K
$489K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.77K+ 42.46% |
$303K - $377K
|
9.29K
$1.6M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.75KNew |
$301K - $375K
|
2.75K
$474K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.65KNew |
$290K - $361K
|
2.65K
$457K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.58KNew |
$283K - $352K
|
2.58K
$446K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.57KNew |
$282K - $350K
|
2.57K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
2.21KNew |
$243K - $302K
|
2.21K
$382K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.2KNew |
$241K - $300K
|
2.2K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.17K+ 14.32% |
$238K - $296K
|
17.3K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
2.09KNew |
$229K - $284K
|
2.09K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.04KNew |
$224K - $279K
|
2.04K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.04K+ 6.08% |
$223K - $278K
|
35.6K
$6.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.03KNew |
$223K - $277K
|
2.03K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.94KNew |
$213K - $265K
|
1.94K
$336K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.87KNew |
$205K - $255K
|
1.87K
$323K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.85KNew |
$202K - $252K
|
1.85K
$319K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.83K+ 338.89% |
$201K - $249K
|
2.37K
$409K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.82K+ 14.68% |
$200K - $249K
|
14.3K
$2.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.8KNew |
$197K - $245K
|
1.8K
$310K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.75KNew |
$192K - $239K
|
1.75K
$302K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.75KNew |
$191K - $238K
|
1.75K
$301K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.71KNew |
$188K - $233K
|
1.71K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 14.07% |
$187K - $233K
|
13.8K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.67KNew |
$183K - $228K
|
1.67K
$289K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.66KNew |
$182K - $226K
|
1.66K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.63KNew |
$178K - $222K
|
1.63K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.61K+ 15.51% |
$176K - $219K
|
12K
$2.06M
|