Purchases and Sales Made in Q4 2024 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 2024. 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 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.11KNew |
$324K - $372K
|
2.11K
$342K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 10.92% |
$306K - $351K
|
20.2K
$3.29M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.94KNew |
$298K - $342K
|
1.94K
$315K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.91K+ 64.87% |
$294K - $338K
|
4.86K
$791K
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
1.82KNew |
$279K - $321K
|
1.82K
$295K
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
1.81KNew |
$278K - $319K
|
1.81K
$294K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.8K+ 9.15% |
$277K - $318K
|
21.5K
$3.49M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.68K+ 15.16% |
$259K - $297K
|
12.8K
$2.08M
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
1.62KNew |
$249K - $286K
|
1.62K
$264K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.62KNew |
$249K - $285K
|
1.62K
$263K
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.61K+ 48.75% |
$248K - $285K
|
4.92K
$801K
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.56K+ 4.48% |
$240K - $275K
|
36.3K
$5.91M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.56K+ 3.54% |
$239K - $274K
|
45.5K
$7.41M
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.46K+ 10.44% |
$224K - $258K
|
15.4K
$2.51M
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
1.43KNew |
$220K - $253K
|
1.43K
$233K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.38KNew |
$213K - $244K
|
1.38K
$225K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 3.63% |
$209K - $240K
|
38.8K
$6.31M
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.31KNew |
$201K - $231K
|
1.31K
$213K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.3KNew |
$200K - $230K
|
1.3K
$212K
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.29KNew |
$198K - $227K
|
1.29K
$209K
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.28KNew |
$196K - $225K
|
1.28K
$208K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.24KNew |
$190K - $218K
|
1.24K
$201K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.23KNew |
$189K - $217K
|
1.23K
$200K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.1K+ 12.95% |
$169K - $194K
|
9.58K
$1.56M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.07K+ 7.49% |
$165K - $189K
|
15.4K
$2.5M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.04K+ 57.87% |
$160K - $184K
|
2.84K
$462K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.02KNew |
$156K - $179K
|
1.02K
$165K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.01K+ 14.32% |
$156K - $179K
|
8.08K
$1.31M
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
993New |
$153K - $175K
|
993
$162K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
949New |
$146K - $168K
|
949
$154K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
917+ 31.07% |
$141K - $162K
|
3.87K
$629K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
900+ 42.1% |
$138K - $159K
|
3.04K
$494K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
806+ 156.5% |
$124K - $142K
|
1.32K
$215K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
664+ 3.04% |
$102K - $117K
|
22.5K
$3.66M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
655+ 21.48% |
$101K - $116K
|
3.71K
$603K
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
619+ 12.04% |
$95.2K - $109K
|
5.76K
$937K
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
610+ 34.86% |
$93.8K - $108K
|
2.36K
$384K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
524+ 16.74% |
$80.6K - $92.5K
|
3.65K
$594K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
501+ 8.84% |
$77.1K - $88.4K
|
6.17K
$1M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
466New |
$71.7K - $82.3K
|
466
$75.8K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
465+ 15.58% |
$71.5K - $82.1K
|
3.45K
$561K
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
444+ 317.14% |
$68.3K - $78.4K
|
584
$95K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
426+ 1.45% |
$65.5K - $75.2K
|
29.8K
$4.84M
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
413+ 19.44% |
$63.5K - $72.9K
|
2.54K
$413K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
407New |
$62.6K - $71.8K
|
407
$66.2K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
400New |
$61.5K - $70.6K
|
400
$65.1K
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
390New |
$60K - $68.8K
|
390
$63.4K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
337+ 1685.0% |
$51.8K - $59.5K
|
357
$58.1K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
322+ 23.57% |
$49.5K - $56.8K
|
1.69K
$275K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
322+ 6.52% |
$49.5K - $56.8K
|
5.26K
$856K
|