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 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21- 8.17% |
$2.3K - $2.86K
|
236
$40.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-53- 0.18% |
$5.81K - $7.23K
|
29.3K
$5.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-67- 3.66% |
$7.34K - $9.13K
|
1.77K
$305K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-70- 1.79% |
$7.67K - $9.54K
|
3.85K
$665K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-76- 4.55% |
$8.33K - $10.4K
|
1.59K
$275K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-91- 2.26% |
$9.97K - $12.4K
|
3.94K
$680K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-100- 3.58% |
$11K - $13.6K
|
2.69K
$465K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-105- 4.86% |
$11.5K - $14.3K
|
2.06K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-107- 6.66% |
$11.7K - $14.6K
|
1.5K
$259K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-110- 12.04% |
$12.1K - $15K
|
804
$139K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-112- 3.04% |
$12.3K - $15.3K
|
3.57K
$617K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-125- 5.47% |
$13.7K - $17K
|
2.16K
$373K
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-127- 3.35% |
$13.9K - $17.3K
|
3.67K
$633K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-128- 2.42% |
$14K - $17.5K
|
5.16K
$890K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-128- 99.22% |
$14K - $17.5K
|
1
$173
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-134- 1.41% |
$14.7K - $18.3K
|
9.39K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-135- 8.99% |
$14.8K - $18.4K
|
1.37K
$236K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-144- 3.8% |
$15.8K - $19.6K
|
3.65K
$630K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-155- 5.01% |
$17K - $21.1K
|
2.94K
$507K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-170- 22.37% |
$18.6K - $23.2K
|
590
$102K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-171- 21.67% |
$18.7K - $23.3K
|
618
$107K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-186- 3.84% |
$20.4K - $25.4K
|
4.66K
$804K
|
|
|
Jan 25, 2024
Q4 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-199- 9.18% |
$21.8K - $27.1K
|
1.97K
$340K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-207- 11.02% |
$22.7K - $28.2K
|
1.67K
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-238- 6.52% |
$26.1K - $32.4K
|
3.41K
$589K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-245- 12.02% |
$26.9K - $33.4K
|
1.79K
$310K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-297- 2.45% |
$32.6K - $40.5K
|
11.9K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-300- 16.71% |
$32.9K - $40.9K
|
1.5K
$258K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-321- 3.77% |
$35.2K - $43.8K
|
8.19K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-330- 1.71% |
$36.2K - $45K
|
19K
$3.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-333- 6.57% |
$36.5K - $45.4K
|
4.74K
$817K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-336- 13.7% |
$36.8K - $45.8K
|
2.12K
$366K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-344- 5.46% |
$37.7K - $46.9K
|
5.96K
$1.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-350- 1.88% |
$38.4K - $47.7K
|
18.2K
$3.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-364- 1.55% |
$39.9K - $49.6K
|
23.2K
$4M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-388- 17.85% |
$42.5K - $52.9K
|
1.79K
$308K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-400- 17.74% |
$43.8K - $54.5K
|
1.86K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-415- 3.19% |
$45.5K - $56.6K
|
12.6K
$2.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-449- 2.98% |
$49.2K - $61.2K
|
14.6K
$2.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-469- 1.05% |
$51.4K - $63.9K
|
44.2K
$7.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-561- 10.23% |
$61.5K - $76.5K
|
4.92K
$850K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-563- 19.74% |
$61.7K - $76.8K
|
2.29K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-574- 3.25% |
$62.9K - $78.3K
|
17.1K
$2.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-641- 18.43% |
$70.3K - $87.4K
|
2.84K
$490K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-664- 18.56% |
$72.8K - $90.5K
|
2.91K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-673- 18.3% |
$73.8K - $91.8K
|
3.01K
$519K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-790- 16.64% |
$86.6K - $108K
|
3.96K
$684K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-861- 38.94% |
$94.4K - $117K
|
1.35K
$233K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-953- 4.4% |
$104K - $130K
|
20.7K
$3.58M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 6.7% |
$135K - $168K
|
17.2K
$2.96M
|