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 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.58KNew |
$174K - $216K
|
1.58K
$273K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.57K+ 189.94% |
$172K - $214K
|
2.39K
$413K
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.54KNew |
$168K - $209K
|
1.54K
$265K
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
1.53KNew |
$168K - $209K
|
1.53K
$264K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.52KNew |
$166K - $207K
|
1.52K
$262K
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.51KNew |
$166K - $206K
|
1.51K
$261K
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$165K - $205K
|
1.5K
$260K
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.5K+ 50.12% |
$164K - $204K
|
4.49K
$775K
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
1.5KNew |
$164K - $204K
|
1.5K
$258K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.49KNew |
$163K - $203K
|
1.49K
$257K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.49KNew |
$163K - $203K
|
1.49K
$257K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.45K+ 11.27% |
$159K - $198K
|
14.3K
$2.47M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.19K+ 3297.22% |
$130K - $162K
|
1.22K
$211K
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.16K+ 7.11% |
$127K - $158K
|
17.5K
$3.02M
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.01K+ 11.26% |
$111K - $138K
|
10K
$1.73M
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
940+ 1424.24% |
$103K - $128K
|
1.01K
$174K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
922New |
$101K - $126K
|
922
$159K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
898+ 8.17% |
$98.4K - $122K
|
11.9K
$2.05M
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
748+ 33.62% |
$82K - $102K
|
2.97K
$513K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
710+ 302.13% |
$77.8K - $96.8K
|
945
$163K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
663+ 4.01% |
$72.7K - $90.4K
|
17.2K
$2.97M
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
586New |
$64.2K - $79.9K
|
586
$101K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
533+ 29.45% |
$58.4K - $72.7K
|
2.34K
$405K
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
481+ 21.69% |
$52.7K - $65.6K
|
2.7K
$466K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
477+ 89.66% |
$52.3K - $65K
|
1.01K
$174K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
443New |
$48.6K - $60.4K
|
443
$76.5K
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
402+ 16.76% |
$44.1K - $54.8K
|
2.8K
$483K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
399New |
$43.7K - $54.4K
|
399
$68.9K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
395New |
$43.3K - $53.9K
|
395
$68.2K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
378New |
$41.4K - $51.5K
|
378
$65.3K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
368New |
$40.3K - $50.2K
|
368
$63.5K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
334+ 1.75% |
$36.6K - $45.5K
|
19.4K
$3.36M
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
322+ 1.31% |
$35.3K - $43.9K
|
24.9K
$4.3M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
321+ 11.37% |
$35.2K - $43.8K
|
3.15K
$543K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
293+ 12.11% |
$32.1K - $39.9K
|
2.71K
$468K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
282New |
$30.9K - $38.4K
|
282
$48.7K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
268+ 11.89% |
$29.4K - $36.5K
|
2.52K
$435K
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
266New |
$29.2K - $36.3K
|
266
$45.9K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
250New |
$27.4K - $34.1K
|
250
$43.2K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
244+ 9.94% |
$26.7K - $33.3K
|
2.7K
$466K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
195+ 7.14% |
$21.4K - $26.6K
|
2.93K
$506K
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
194+ 7.01% |
$21.3K - $26.4K
|
2.96K
$511K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
194+ 4.01% |
$21.3K - $26.4K
|
5.03K
$868K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
179+ 9.52% |
$19.6K - $24.4K
|
2.06K
$355K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
179+ 18.43% |
$19.6K - $24.4K
|
1.15K
$199K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
175+ 111.46% |
$19.2K - $23.9K
|
332
$57.3K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167+ 109.15% |
$18.3K - $22.8K
|
320
$55.2K
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
150New |
$16.4K - $20.4K
|
150
$25.9K
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
147+ 2.0% |
$16.1K - $20K
|
7.51K
$1.3M
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
142+ 142.0% |
$15.6K - $19.4K
|
242
$41.8K
|