Purchases and Sales Made in Q4 2023 in Spdr S&P Aerospace & Defense E (XAR)

XAR Quotes by TradingView

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 29, 2024 Q4 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
141
+ 5.81%
$15.5K - $19.2K
2.57K $443K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
132
+ 4.71%
$14.5K - $18K
2.93K $506K
Feb 13, 2024 Q4 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
127
+ 3.59%
$13.9K - $17.3K
3.67K $633K
Jan 17, 2024 Q4 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
125
New
$13.7K - $17K
125 $21.6K
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
117
+ 0.82%
$12.8K - $16K
14.5K $2.5M
Feb 14, 2024 Q4 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
105
New
$11.5K - $14.3K
105 $18.1K
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
104
+ 7.56%
$11.4K - $14.2K
1.48K $255K
Jan 24, 2024 Q4 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
90
+ 4.03%
$9.86K - $12.3K
2.32K $401K
Jan 04, 2024 Q4 2023
Peoples Bank/Ks

Pratt, KS
BUY
 -
81
New
$8.88K - $11K
81 $14K
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
77
+ 3.93%
$8.44K - $10.5K
2.04K $352K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
65
+ 3.39%
$7.12K - $8.86K
1.98K $342K
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
61
New
$6.69K - $8.32K
61 $10.5K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
57
New
$6.25K - $7.77K
57 $9.84K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
55
New
$6.03K - $7.5K
55 $9.5K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
53
New
$5.81K - $7.23K
53 $9.15K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
50
+ 3.84%
$5.48K - $6.82K
1.35K $234K
Feb 07, 2024 Q4 2023
Northwest Financial Advisors

Herndon, VA
BUY
 -
50
New
$5.48K - $6.82K
50 $8.63K
Feb 14, 2024 Q4 2023
Lm Advisors LLC

San Diego, CA
BUY
 -
45
New
$4.93K - $6.13K
45 $7.77K
Feb 06, 2024 Q4 2023
Meadow Brook Investment Advisors LLC

Livonia, MI
BUY
 -
45
New
$4.93K - $6.13K
45 $7.77K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
40
+ 266.67%
$4.38K - $5.45K
55 $9.5K
Feb 06, 2024 Q4 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
38
+ 3.65%
$4.16K - $5.18K
1.08K $186K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
36
+ 0.08%
$3.95K - $4.91K
45K $7.77M
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
34
New
$3.73K - $4.64K
34 $5.87K
Jan 23, 2024 Q4 2023
Umb Bank, N.A.

BUY
 -
30
New
$3.29K - $4.09K
30 $5.18K
Feb 05, 2024 Q4 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
29
New
$3.18K - $3.95K
29 $5.01K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

BUY
 -
29
+ 3.49%
$3.18K - $3.95K
860 $148K
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
BUY
 -
26
+ 5.65%
$2.85K - $3.54K
486 $83.9K
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
20
New
$2.19K - $2.73K
20 $3.45K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
18
+ 4.84%
$1.97K - $2.45K
390 $67.3K
Feb 13, 2024 Q4 2023
Black Rock Inc.

New York, NY
BUY
 -
15
New
$1.64K - $2.04K
15 $2.59K
Mar 15, 2024 Q4 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
14
+ 0.18%
$1.53K - $1.91K
7.9K $1.36M
May 15, 2024 Q4 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
11
+ 2.27%
$1.21K - $1.5K
496 $85.6K
Jan 31, 2024 Q4 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
11
+ 0.24%
$1.21K - $1.5K
4.55K $785K
Jan 24, 2024 Q4 2023
Mascoma Wealth Management LLC

BUY
 -
10
+ 0.67%
$1.1K - $1.36K
1.51K $261K
Feb 08, 2024 Q4 2023
Bank Of Montreal

Toronto, A6
BUY
 -
9
+ 0.38%
$986 - $1.23K
2.36K $407K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
6
New
$658 - $818
6 $1.04K
Jan 10, 2024 Q4 2023
Soa Wealth Advisors, Llc.

BUY
 -
6
+ 0.29%
$658 - $818
2.07K $357K
Jan 29, 2024 Q4 2023
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
6
+ 0.25%
$658 - $818
2.38K $411K
Feb 06, 2024 Q4 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
3
+ 42.86%
$329 - $409
10 $1.73K
Feb 14, 2024 Q4 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
2
+ 0.36%
$219 - $273
563 $97.2K
Jan 24, 2024 Q4 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1
+ 0.96%
$110 - $136
105 $18.1K
Nov 04, 2024 Q4 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
1
+ 0.38%
$110 - $136
264 $45.6K
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

BUY
 -
1
+ 0.31%
$110 - $136
322 $55.6K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
1
+ 0.22%
$110 - $136
448 $77.3K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
1
+ 0.23%
$110 - $136
445 $76.8K
Jan 30, 2024 Q4 2023
Guerra Pan Advisors, LLC

Montclair, NJ
BUY
 -
1
+ 0.03%
$110 - $136
2.87K $495K
Jan 10, 2024 Q4 2023
Rise Advisors, LLC

BUY
 -
1
+ 0.33%
$110 - $136
303 $52.3K
Feb 13, 2024 Q4 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-2
- 0.05%
$219 - $273
3.65K $631K
Feb 09, 2024 Q4 2023
Balboa Wealth Partners

Newport Beach, CA
SELL
 -
-8
- 0.22%
$877 - $1.09K
3.62K $625K

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